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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2651
Penobscot Wealth Management
Maine
$405K +$293K +2,898 New
MS
2652
Monetary Solutions
Ohio
$404K -$5.06K -50 -2%
BIA
2653
Bell Investment Advisors
California
$404K +$12K +119 +4%
LWPC
2654
Legacy Wealth Partners (Colorado)
Colorado
$404K +$292K +2,892 New
TF
2655
Tenzing Financial
Virginia
$403K +$18.1K +179 +6%
AI
2656
Arrien Investments
Idaho
$403K +$292K +2,884 New
BWA
2657
BlueSky Wealth Advisors
North Carolina
$403K +$292K +2,884 New
RIP
2658
Reliant Investment Partners
North Carolina
$403K +$292K +2,883 New
TI
2659
tru Independence
Oregon
$402K +$291K +2,881 New
OAJ
2660
Ogorek Anthony Joseph
New York
$402K -$43.8K -433 -13%
FZCM
2661
Flynn Zito Capital Management
New York
$402K +$291K +2,878 New
OWA
2662
Octavia Wealth Advisors
Ohio
$402K +$291K +2,877 New
DSAM
2663
Dock Street Asset Management
Florida
$402K +$291K +2,876 New
ECA
2664
Elevated Capital Advisors
Utah
$401K -$58.6K -579 -17%
BHPW
2665
Box Hill Private Wealth
Arizona
$401K +$290K +2,869 New
CFSG
2666
Clark Financial Services Group
Missouri
$401K +$290K +2,869 New
MMA
2667
Mizuho Markets Americas
New York
$400K -$585K -5,781 -67%
MWP
2668
Madison Wealth Partners
Wisconsin
$400K +$290K +2,863 New
VNA
2669
Valley National Advisers
Pennsylvania
$399K +$64.3K +636 +29%
SFM
2670
Stack Financial Management
Montana
$399K +$289K +2,858 New
CWMK
2671
Caliber Wealth Management (Kansas)
Kansas
$399K +$289K +2,857 New
BDPWM
2672
Barnes Dennig Private Wealth Management
Ohio
$397K -$9.61K -95 -3%
JLBC
2673
J.L. Bainbridge & Co
Florida
$397K +$287K +2,840 New
VFP
2674
Verus Financial Partners
Virginia
$396K +$287K +2,834 New
LWM
2675
Liberty Wealth Management
California
$396K – – –