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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1251
IAM Advisory
Pennsylvania
$259K -$39.3K -156 -13%
WA
1252
WBH Advisory
Maryland
$259K +$3.28K +13 +1%
SWP
1253
Summit Wealth Partners
Florida
$258K -$18.4K -73 -7%
GF
1254
Gries Financial
Ohio
$258K +$21.9K +87 +9%
RIA
1255
Richwood Investment Advisors
Ohio
$257K -$16.9K -67 -6%
FCM
1256
Fieldview Capital Management
Michigan
$257K +$256K +1,014 New
AWM
1257
Aviso Wealth Management
Washington
$256K -$126K -498 -33%
CAWM
1258
Capital Advisors Wealth Management
Washington
$255K
BA
1259
Bridgewater Advisors
New York
$254K +$259K +1,028 New
GWMR
1260
GC Wealth Management RIA
Massachusetts
$254K +$252K +1,001 New
BDL
1261
Banque de Luxembourg
Luxembourg
$254K
CSI
1262
Cross Staff Investments
New York
$254K
EMB
1263
Elefante Mark B
$254K
JBA
1264
Johnson Bixby & Associates
Washington
$254K
CCG
1265
Cypress Capital Group
Florida
$254K +$252K +1,000 New
EM
1266
ELCO Management
New York
$253K
CAGAS
1267
Capital Advisory Group Advisory Services
Minnesota
$253K -$4.03K -16 -2%
TF
1268
Tompkins Financial
New York
$253K
TCM
1269
Telos Capital Management
California
$252K +$251K +995 New
HIC
1270
Harvey Investment Company
Kentucky
$252K
FCP
1271
Fidelis Capital Partners
Florida
$251K -$22.9K -91 -8%
SCP
1272
Sivia Capital Partners
California
$251K +$250K +990 New
NAS
1273
Nicolet Advisory Services
Wisconsin
$250K -$22.7K -90 -8%
PB
1274
Pinnacle Bancorp
Nebraska
$250K
CWA
1275
Crux Wealth Advisors
California
$250K +$27.5K +109 +12%