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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
776
Palumbo Wealth Management
New York
$445K +$15.9K +1,134 +3%
PA
777
Profund Advisors
Maryland
$443K -$30.8K -2,201 -5%
BHWM
778
Beaird Harris Wealth Management
Texas
$443K +$385K +27,515 +228%
KFGK
779
Keystone Financial Group (Kentucky)
Kentucky
$434K -$4.69K -335 -0.9%
CP
780
Castleview Partners
Texas
$434K +$539K +38,533 +21,407%
CCWA
781
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$432K +$246K +17,579 +84%
IWP
782
Insight Wealth Partners
Texas
$431K +$2.8K +200 +0.5%
LOAMS
783
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K +$65.8K +4,701 +14%
APP
784
Avantax Planning Partners
Iowa
$427K -$102K -7,254 -16%
IP
785
Investment Partners
Ohio
$427K +$369K +26,342 +223%
CAAS
786
Capital Asset Advisory Services
Michigan
$426K +$39.2K +2,800 +8%
FMAEN1
787
Fund Management at Engine No 1
California
$425K -$9.25M -660,854 -95%
AWA
788
Acorn Wealth Advisors
Michigan
$424K +$2.28K +163 +0.4%
FHC
789
First Heartland Consultants
Missouri
$424K +$73.6K +5,261 +16%
SG
790
StoneX Group
New York
$424K +$197K +14,099 +59%
PA
791
Pinnacle Associates
New York
$421K -$865K -61,794 -62%
BDF
792
Balasa Dinverno & Foltz
$421K +$108K +7,693 +26%
TW
793
TrinityPoint Wealth
Connecticut
$420K -$10K -717 -2%
LSAG
794
Lake Street Advisors Group
New Hampshire
$420K +$123K +8,818 +31%
CSB
795
City State Bank
Iowa
$418K +$2.1K +150 +0.4%
TC
796
Towle & Co
Colorado
$418K +$12.6K +900 +2%
MWA
797
MFA Wealth Advisors
Pennsylvania
$417K -$1.96M -139,800 -79%
MGIA
798
Moneta Group Investment Advisors
Missouri
$415K -$198K -14,159 -28%
CIA
799
Cohen Investment Advisors
New Hampshire
$412K +$5.61K +401 +1%
CIAS
800
Capital Investment Advisory Services
North Carolina
$412K +$33.5K +2,393 +7%