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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1876
Moisand Fitzgerald Tamayo
Florida
$877K -$52.5K -503 -7%
OWA
1877
Opal Wealth Advisors
New York
$877K +$4.18K +40 +0.6%
FG
1878
Foster Group
Iowa
$876K +$176K +1,684 +31%
IIM
1879
Intact Investment Management
Quebec, Canada
$875K -$230K -2,200 -24%
PMSA
1880
Patrick M. Sweeney & Associates
Illinois
$870K +$4.7K +45 +0.6%
HBW
1881
Hazlett, Burt & Watson
West Virginia
$870K -$39.6K -379 -5%
TPW
1882
Tiller Private Wealth
Pennsylvania
$870K -$114K -1,095 -13%
NFG
1883
Nadler Financial Group
Illinois
$870K -$66K -632 -8%
S
1884
Sachetta
Massachusetts
$868K
PHIC
1885
Pine Haven Investment Counsel
Massachusetts
$867K
RC
1886
Rovin Capital
Arizona
$865K -$65.9K -631 -8%
WMG
1887
WESCAP Management Group
California
$863K -$51.9K -497 -7%
CVA
1888
Central Valley Advisors
California
$863K -$522 -5 -0.1%
GA
1889
Goldstein Advisors
Wisconsin
$860K -$34.1K -326 -4%
CWM
1890
Congress Wealth Management
Massachusetts
$858K -$435K -4,167 -37%
AWAG
1891
ARS Wealth Advisors Group
Florida
$857K +$7.94K +76 +1%
LWA
1892
Lantern Wealth Advisors
New York
$856K +$22.4K +214 +3%
CWA
1893
Clarity Wealth Advisors
California
$854K -$33.5K -321 -4%
LWM
1894
Liberty Wealth Management
California
$853K -$60.1K -575 -8%
IIA
1895
Integral Investment Advisors
California
$852K +$188K +1,796 +34%
CCG
1896
Chatham Capital Group
Georgia
$851K -$1.36K -13 -0.2%
NCM
1897
NCM Capital Management
New Jersey
$849K +$26.2K +251 +4%
TF
1898
Trek Financial
Arizona
$848K +$108K +1,038 +18%
AWA
1899
Amplius Wealth Advisors
Pennsylvania
$848K -$8.98K -86 -1%
PP
1900
PDS Planning
Ohio
$846K +$42.5K +407 +6%