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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1201
Foundations Investment Advisors
Arizona
$278K +$32.5K +141 +14%
BFC
1202
Bedel Financial Consulting
Indiana
$277K +$461 +2 +0.2%
CGL
1203
Clarius Group LLC
Washington
$277K -$141K -612 -34%
FFWM
1204
Future Financial Wealth Management
Ohio
$277K – – –
G
1205
GenTrust
Florida
$276K +$269K +1,167 New
KIM
1206
Kestra Investment Management
Texas
$275K +$47.3K +205 +21%
MM
1207
Meridian Management
Arkansas
$275K – – –
SCM
1208
Spring Capital Management
Texas
$275K – – –
TFS
1209
Thoroughbred Financial Services
Tennessee
$274K -$426K -1,847 -61%
AWM
1210
Avior Wealth Management
Nebraska
$274K +$34.8K +151 +15%
WI
1211
Wedgewood Investors
Pennsylvania
$273K +$231 +1 +0.1%
OWP
1212
Obermeyer Wealth Partners
Colorado
$272K – – –
3IP
1213
3Chopt Investment Partners
Virginia
$272K -$461 -2 -0.2%
PF
1214
Penney Financial
Texas
$271K -$231 -1 -0.1%
WWM
1215
Westwood Wealth Management
California
$271K -$104K -450 -28%
KFA
1216
Kapstone Financial Advisors
Ohio
$271K -$2.77K -12 -1%
PPWP
1217
Premier Path Wealth Partners
New Jersey
$270K +$21.4K +93 +9%
PK
1218
Pflug Koory
Nebraska
$270K -$6.46K -28 -2%
WJWM
1219
Williams Jones Wealth Management
New York
$269K -$20.5K -89 -7%
ATC
1220
Adirondack Trust Company
New York
$269K +$86.9K +377 +49%
TCOT
1221
Trust Company of Toledo
Ohio
$268K -$65.7K -285 -20%
OWM
1222
Orca Wealth Management
Florida
$267K -$2.08K -9 -0.8%
BWM
1223
BigSur Wealth Management
Florida
$266K – – –
AF
1224
Advisornet Financial
Minnesota
$265K +$180K +781 +228%
NCM
1225
Narwhal Capital Management
Georgia
$264K – – –
47 48
49
50 51