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Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
2426
Beirne Wealth Consulting Services
Connecticut
$491K +$454K +1,736 New
JWM
2427
JGP Wealth Management
Oregon
$490K -$7.33K -28 -2%
CWA
2428
Clarity Wealth Advisors
California
$490K -$52.4K -200 -10%
MAP
2429
Moody Aldrich Partners
Massachusetts
$489K +$120K +457 +36%
PSC
2430
Prentiss Smith & Co
Vermont
$489K -$20.2K -77 -4%
FS
2431
Financial Symmetry
North Carolina
$489K -$46.1K -176 -9%
TFP
2432
Triune Financial Partners
Kansas
$488K +$262 +1 +0.1%
MWM
2433
Mattern Wealth Management
Kansas
$488K -$8.64K -33 -2%
OBWP
2434
O'Brien Wealth Partners
Massachusetts
$488K +$1.83K +7 +0.4%
CSPIA
2435
Cary Street Partners Investment Advisory
Virginia
$487K -$7.07K -27 -2%
CPG
2436
Cornerstone Planning Group
New Jersey
$486K +$24.9K +95 +6%
EF
2437
Elite Financial
Idaho
$486K -$263K -1,003 -39%
SIAG
2438
Safeguard Investment Advisory Group
California
$486K +$46.1K +176 +11%
MFP
2439
Meridian Financial Partners
Virginia
$484K +$785 +3 +0.2%
NMCM
2440
Nicholson Meyer Capital Management
Missouri
$484K
IP
2441
Integras Partners
Georgia
$482K
Cohen & Steers
2442
Cohen & Steers
New York
$480K +$62.8K +240 +16%
GIM
2443
Guardian Investment Management
California
$480K +$131K +500 +42%
CVA
2444
Central Valley Advisors
California
$479K -$3.14K -12 -0.7%
SLG
2445
Stanley-Laman Group
Pennsylvania
$479K +$51.3K +196 +13%
DCA
2446
DSG Capital Advisors
Minnesota
$478K
HPBT
2447
Hickory Point Bank & Trust
Illinois
$477K -$22.2K -85 -5%
SCI
2448
Stableford Capital II
Arizona
$477K
BIA
2449
Beacon Investment Advisors
Maryland
$476K
GWSA
2450
Global Wealth Strategies & Associates
Colorado
$476K +$116K +442 +36%