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Name Holding Trade Value Shares
Change
Change in
Stake
WB
1176
West Bancorporation
Iowa
$233K -$6.03K -118 -3%
LSAG
1177
Lake Street Advisors Group
New Hampshire
$233K +$217K +4,240 New
CA
1178
Claro Advisors
Massachusetts
$232K -$57K -1,115 -21%
MFS
1179
Madrona Financial Services
Washington
$232K +$358 +7 +0.2%
IP
1180
Ignite Planners
California
$232K -$38.6K -755 -15%
KCM
1181
Kanawha Capital Management
Virginia
$232K +$6.54K +128 +3%
TW
1182
Transform Wealth
Colorado
$230K +$8.99K +176 +4%
GDP
1183
Great Diamond Partners
Maine
$230K -$10.7K -209 -5%
EIP
1184
Ellis Investment Partners
Pennsylvania
$230K +$1.79K +35 +0.8%
CWM
1185
Cornerstone Wealth Management
Missouri
$230K -$2.2K -43 -1%
CCB
1186
Cutter & Co Brokerage
Missouri
$230K +$15.2K +298 +8%
PPWP
1187
Premier Path Wealth Partners
New Jersey
$228K +$212K +4,151 New
FTC
1188
Farmers Trust Company
Ohio
$228K -$2.86K -56 -1%
CWP
1189
Cyndeo Wealth Partners
Florida
$227K -$3.69M -72,284 -95%
WT
1190
Washington Trust
Rhode Island
$227K -$14.5K -284 -6%
PFA
1191
Pure Financial Advisors
California
$226K +$1.23K +24 +0.6%
GEA
1192
Glen Eagle Advisors
New Jersey
$226K -$12.8K -250 -6%
CG
1193
Clarus Group
Texas
$226K +$3.06K +60 +1%
OC
1194
Opinicus Capital
Florida
$226K +$210K +4,114 New
TTWM
1195
TCV Trust & Wealth Management
Virginia
$226K -$23.1K -453 -10%
SAF
1196
Smith Anglin Financial
Texas
$224K +$511 +10 +0.2%
HWM
1197
Horizon Wealth Management
Illinois
$224K -$1.48K -29 -0.7%
AF
1198
Apexium Financial
Texas
$224K +$4.5K +88 +2%
MSFS
1199
Main Street Financial Solutions
Pennsylvania
$223K -$22.4K -439 -10%
A
1200
AJOVista
Massachusetts
$223K +$208K +4,062 New