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Name Holding Trade Value Shares
Change
Change in
Stake
EC
1076
EntryPoint Capital
New York
$251K +$187K +3,547 +341%
SIA
1077
Schechter Investment Advisors
Michigan
$251K -$9.45K -179 -4%
HL
1078
HeadInvest LLC
Maine
$250K +$2.69K +51 +1%
BBA
1079
BLB&B Advisors
Pennsylvania
$250K +$241K +4,571 New
WA
1080
Wealth Alliance
New York
$250K +$12.9K +245 +6%
CCG
1081
Coastwise Capital Group
California
$249K +$241K +4,565 New
SC
1082
SouthState Corp
Florida
$249K -$14.8K -281 -6%
TSWM
1083
Triangle Securities Wealth Management
North Carolina
$249K
PFM
1084
Peak Financial Management
Massachusetts
$248K +$240K +4,543 New
PWMG
1085
Pioneer Wealth Management Group
Texas
$246K
CI
1086
CX Institutional
Indiana
$245K +$3.33K +63 +1%
PFA
1087
Pure Financial Advisors
California
$245K -$1.53K -29 -0.6%
TBNY
1088
Trustco Bank (New York)
New York
$245K
APC
1089
Aspire Private Capital
North Carolina
$243K +$9.34K +177 +4%
FTC
1090
Farmers Trust Company
Ohio
$243K +$4.86K +92 +2%
GL
1091
Graypoint LLC
New York
$241K -$107K -2,029 -32%
LIA
1092
LBMC Investment Advisors
Tennessee
$240K
CWM
1093
Cornerstone Wealth Management
Missouri
$240K -$1.43K -27 -0.6%
OWA
1094
Outlook Wealth Advisors
Texas
$239K
PWAM
1095
Pinnacle West Asset Management
Wyoming
$239K +$3.01K +57 +1%
PPWM
1096
Paragon Private Wealth Management
Kentucky
$239K +$27.6K +523 +14%
CCG
1097
Catalina Capital Group
California
$238K -$8.92K -169 -4%
CIS
1098
Capital International Sarl
California
$238K +$230K +4,361 New
BSA
1099
Bull Street Advisors
Georgia
$238K -$13.8K -261 -6%
KCM
1100
Kanawha Capital Management
Virginia
$237K -$1.06K -20 -0.5%