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Name Holding Trade Value Shares
Change
Change in
Stake
EPG
851
Estate Planners Group
Pennsylvania
$266K +$264K +3,049 New
SIA
852
Soltis Investment Advisors
Utah
$265K +$14.2K +164 +6%
C
853
Certuity
Florida
$264K +$6.67K +77 +3%
MC
854
Moors & Cabot
Massachusetts
$263K -$266K -3,073 -50%
EFMC
855
Empire Financial Management Company
New York
$263K
AFP
856
Ausdal Financial Partners
Iowa
$262K +$260K +3,005 New
CIBC Private Wealth Group
857
CIBC Private Wealth Group
Georgia
$261K -$88.4K -1,021 -25%
CSPIA
858
Cary Street Partners Investment Advisory
Virginia
$261K +$7.45K +86 +3%
PCIA
859
Prime Capital Investment Advisors
Kansas
$259K -$9.44K -109 -4%
MA
860
Mutual Advisors
Nebraska
$257K -$20.9K -241 -8%
RWM
861
Revisor Wealth Management
Ohio
$257K +$246K +2,836 New
MCM
862
MV Capital Management
Maryland
$255K +$6.92K +80 +3%
LMFP
863
Larry Mathis Financial Planning
Arizona
$254K +$252K +2,914 New
SF
864
Summit Financial
New Jersey
$252K -$765K -8,834 -75%
APM
865
a16z Perennial Management
California
$251K +$2.42K +28 +1%
SEIA
866
Signature Estate & Investment Advisors
California
$251K -$346 -4 -0.1%
SA
867
SPWM Advisors
Michigan
$251K +$249K +2,877 New
DWP
868
Daymark Wealth Partners
Ohio
$248K +$17.9K +207 +8%
VDI
869
Vaughan David Investments
Illinois
$245K
Empower Advisory Group
870
Empower Advisory Group
Colorado
$244K -$140K -1,621 -37%
FHC
871
First Horizon Corporation
Tennessee
$244K -$10.6K -122 -4%
BDLIB
872
Banque de Luxembourg Investments (BLI)
Luxembourg
$244K -$978K -11,300 -80%
PA
873
Probity Advisors
Texas
$243K -$346 -4 -0.1%
WHCI
874
W.H. Cornerstone Investments
Massachusetts
$242K +$779 +9 +0.3%
BPWM
875
Badgley Phelps Wealth Managers
Washington
$242K +$2.86K +33 +1%