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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
3676
BlueSky Wealth Advisors
North Carolina
$267K +$259K +659 New
SOAG
3677
Silver Oak Advisory Group
Oregon
$267K -$9.04K -23 -3%
OFG
3678
Opulen Financial Group
Virginia
$267K +$29.5K +75 +13%
PTB
3679
Pioneer Trust Bank
Oregon
$267K +$786 +2 +0.3%
SJGA
3680
Stephen J. Garry & Associates
New York
$267K +$259K +658 New
MWM
3681
MorganRosel Wealth Management
Colorado
$266K +$13.4K +34 +5%
FC
3682
Fairscale Capital
New Hampshire
$266K -$9.83K -25 -4%
BWP
3683
BlueStem Wealth Partners
Minnesota
$266K +$6.68K +17 +3%
BCM
3684
Bourgeon Capital Management
Connecticut
$266K -$28.3K -72 -10%
B
3685
Birchbrook
Maine
$265K – – –
MI
3686
Moneywise Inc
Virginia
$265K +$257K +654 New
MWM
3687
Maripau Wealth Management
Indiana
$265K -$137K -349 -35%
ATI
3688
ARK & TLK Investments
Oklahoma
$264K – – –
GA
3689
Greenspring Advisors
Maryland
$263K +$256K +650 New
MCG
3690
McCollum Christoferson Group
New York
$263K +$256K +650 New
CCA
3691
Conestoga Capital Advisors
Pennsylvania
$263K – – –
ECM
3692
Eisler Capital Management
United Kingdom
$263K -$9.32M -23,697 -97%
GWM
3693
GK Wealth Management
Nevada
$263K +$1.97K +5 +0.8%
CFS
3694
CGC Financial Services
Oregon
$263K – – –
IWM
3695
Integris Wealth Management
California
$262K +$28.7K +73 +13%
SIC
3696
SFE Investment Counsel
California
$262K -$72.7K -185 -22%
GIM
3697
Groesbeck Investment Management
New Jersey
$262K -$76.7K -195 -23%
SAM
3698
Smithbridge Asset Management
Pennsylvania
$261K -$20.1K -51 -7%
NFW
3699
Noble Family Wealth
Florida
$261K +$253K +643 New
VC
3700
Veery Capital
Delaware
$261K – – –