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Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
976
Guardian Wealth Advisors (North Carolina)
North Carolina
$173K +$168K +17,210 New
SPWM
977
Straight Path Wealth Management
Michigan
$173K – – –
LWCFA
978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$172K -$22.2K -2,270 -11%
CFS
979
CRA Financial Services
New Jersey
$171K -$22.7K -2,321 -12%
FWM
980
Finer Wealth Management
Massachusetts
$171K -$101K -10,369 -38%
WAG
981
Winthrop Advisory Group
Massachusetts
$171K +$3.23K +331 +2%
KFA
982
Krane Funds Advisors
New York
$170K +$166K +16,993 New
AAG
983
Armstrong Advisory Group
Massachusetts
$170K – – –
NG
984
Novem Group
New York
$169K +$165K +16,878 New
HWM
985
Hohimer Wealth Management
Washington
$169K +$4.88K +500 +3%
BFWA
986
Benchmark Financial Wealth Advisors
Florida
$169K +$33.4K +3,417 +25%
UBG
987
United Bank (Georgia)
Georgia
$169K +$164K +16,817 New
WCM
988
Winebrenner Capital Management
Kentucky
$169K +$55.9K +5,723 +52%
BFC
989
Bedel Financial Consulting
Indiana
$168K -$752 -77 -0.5%
LFP
990
Lakeshore Financial Planning
Michigan
$167K -$102K -10,439 -38%
BAM
991
Belpointe Asset Management
Nevada
$167K -$103K -10,585 -39%
ESBC
992
E.S. Barr & Co
Kentucky
$167K – – –
PTC
993
Private Trust Company
Ohio
$167K +$1.87K +191 +1%
LAM
994
L2 Asset Management
Massachusetts
$167K +$14.5K +1,481 +10%
CAC
995
Certified Advisory Corp
Florida
$166K -$127 -13 -0.1%
GL
996
Graypoint LLC
New York
$166K +$162K +16,553 New
FHA
997
First Horizon Advisors
Tennessee
$166K +$94.9K +9,717 +142%
VHAM
998
Van Hulzen Asset Management
California
$165K -$120K -12,243 -43%
Caisse de Depot et Placement du Quebec (CDPQ)
999
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165K +$161K +16,472 New
CBA
1000
Coastal Bridge Advisors
Connecticut
$165K +$160K +16,411 New