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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1626
Leigh Baldwin & Co
New York
$699K -$58.1K -144 -8%
OCA
1627
Odyssey Capital Advisors
Pennsylvania
$695K +$243K +602 +58%
PL
1628
Perpetual Ltd
Australia
$695K +$19.8K +49 +3%
V
1629
ViaWealth
Kansas
$694K
VWM
1630
Vertrix Wealth Management
Michigan
$693K +$656K +1,627 New
FWA
1631
FSM Wealth Advisors
Ohio
$692K +$223K +553 +52%
MAMU
1632
Myriad Asset Management US
Florida
$691K
IC
1633
Inscription Capital
Texas
$688K +$387K +959 +146%
BWM
1634
Bullock Wealth Management
Indiana
$686K +$671K +1,664 New
TTWM
1635
TCV Trust & Wealth Management
Virginia
$683K -$244K -605 -27%
SB
1636
Strategic Blueprint
Georgia
$682K -$7.66K -19 -1%
DWM
1637
Drive Wealth Management
Utah
$682K +$16.5K +41 +3%
AW
1638
Alteri Wealth
California
$681K -$110K -272 -15%
KIM
1639
Kestra Investment Management
Texas
$678K +$234K +581 +58%
MHR
1640
Matthew Hamilton Rosenberg
$677K +$21.8K +54 +4%
COFSG
1641
Carbahal Olsen Financial Services Group
California
$676K
IP
1642
Investment Partners
Ohio
$675K +$56.9K +141 +10%
BFC
1643
Bedel Financial Consulting
Indiana
$674K -$5.24K -13 -0.8%
WA
1644
WBH Advisory
Maryland
$673K
CFS
1645
Commonwealth Financial Services
West Virginia
$672K +$16.9K +42 +3%
AWA
1646
AGH Wealth Advisors
Kansas
$672K +$403 +1 +0.1%
CA
1647
Crumly & Associates
Illinois
$670K -$25K -62 -4%
MSRI
1648
Michael S. Ryan Inc
New York
$670K +$85.9K +213 +16%
AGA
1649
Accuvest Global Advisors
Utah
$666K +$630K +1,563 New
IF
1650
Intrua Financial
Texas
$663K +$116K +288 +23%