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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2526
Inspire Advisors
Idaho
$315K +$20.5K +68 +7%
BWA
2527
BlueSky Wealth Advisors
North Carolina
$315K
ACS
2528
Archford Capital Strategies
Illinois
$314K +$6.02K +20 +2%
WCFA
2529
Walkner Condon Financial Advisors
Wisconsin
$314K +$15.7K +52 +5%
PWC
2530
Pathfinder Wealth Consulting
North Carolina
$314K +$307K +1,020 New
WC
2531
Weil Company
California
$313K +$7.53K +25 +3%
CPWL
2532
Coquina Private Wealth LLC
Florida
$313K +$306K +1,015 New
CA
2533
Centerpoint Advisors
Massachusetts
$312K -$3.92K -13 -1%
LWA
2534
Lineweaver Wealth Advisors
Ohio
$311K +$304K +1,009 New
MCM
2535
Morton Capital Management
California
$311K +$7.23K +24 +2%
EV
2536
EJMK Ventures
Illinois
$310K +$303K +1,007 New
JSL
2537
JT Stratford LLC
Georgia
$310K +$63.2K +210 +26%
KA
2538
Kercheville Advisors
Texas
$310K +$316K +1,050 New
EC
2539
EdgeRock Capital
Colorado
$310K +$21.7K +72 +8%
FHB
2540
First Hawaiian Bank
Hawaii
$309K -$33.1K -110 -10%
EWA
2541
Encompass Wealth Advisors
Oregon
$309K -$5.12K -17 -2%
RBC
2542
Roble Belko & Company
Pennsylvania
$309K +$271K +900 +874%
IA
2543
Insight Advisors
Pennsylvania
$309K +$30.1K +100 +11%
PSP
2544
Principal Street Partners
Tennessee
$308K -$119K -394 -28%
AWM
2545
Avondale Wealth Management
Texas
$308K
Cohen & Steers
2546
Cohen & Steers
New York
$308K
UAS
2547
United Asset Strategies
New York
$307K +$300K +997 New
GWM
2548
GSB Wealth Management
Connecticut
$307K +$19.6K +65 +7%
NPT
2549
National Philanthropic Trust
Pennsylvania
$307K -$18.4K -61 -6%
PC
2550
PCB Capital
New Jersey
$307K +$300K +996 New