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Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1201
Investment Research & Advisory Group
Georgia
$279K +$1.61K +7 +0.6%
FIA
1202
Foundations Investment Advisors
Arizona
$278K +$32.5K +141 +14%
BFC
1203
Bedel Financial Consulting
Indiana
$277K +$461 +2 +0.2%
CGL
1204
Clarius Group LLC
Washington
$277K -$141K -612 -34%
FFWM
1205
Future Financial Wealth Management
Ohio
$277K – – –
G
1206
GenTrust
Florida
$276K +$269K +1,167 New
KIM
1207
Kestra Investment Management
Texas
$275K -$199K -862 -42%
MM
1208
Meridian Management
Arkansas
$275K – – –
SCM
1209
Spring Capital Management
Texas
$275K – – –
TFS
1210
Thoroughbred Financial Services
Tennessee
$274K -$426K -1,847 -61%
AWM
1211
Avior Wealth Management
Nebraska
$274K +$34.8K +151 +15%
WI
1212
Wedgewood Investors
Pennsylvania
$273K +$231 +1 +0.1%
OWP
1213
Obermeyer Wealth Partners
Colorado
$272K – – –
3IP
1214
3Chopt Investment Partners
Virginia
$272K -$461 -2 -0.2%
PF
1215
Penney Financial
Texas
$271K -$231 -1 -0.1%
WWM
1216
Westwood Wealth Management
California
$271K -$104K -450 -28%
KFA
1217
Kapstone Financial Advisors
Ohio
$271K -$2.77K -12 -1%
PPWP
1218
Premier Path Wealth Partners
New Jersey
$270K +$21.4K +93 +9%
PK
1219
Pflug Koory
Nebraska
$270K -$6.46K -28 -2%
WJWM
1220
Williams Jones Wealth Management
New York
$269K -$20.5K -89 -7%
ATC
1221
Adirondack Trust Company
New York
$269K +$86.9K +377 +49%
TCOT
1222
Trust Company of Toledo
Ohio
$268K -$65.7K -285 -20%
OWM
1223
Orca Wealth Management
Florida
$267K -$2.08K -9 -0.8%
BWM
1224
BigSur Wealth Management
Florida
$266K – – –
AF
1225
Advisornet Financial
Minnesota
$265K +$180K +781 +228%
47 48
49
50 51