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Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2351
Ullmann Wealth Partners Group
Florida
$237K -$18K -404 -7%
SP
2352
Stablepoint Partners
Massachusetts
$236K +$25.3K +568 +12%
NRI
2353
NFP Retirement Inc
California
$236K -$25.2K -565 -10%
FFO
2354
Fortitude Family Office
Arizona
$236K – – –
TA
2355
TruWealth Advisors
Louisiana
$236K -$4.59K -103 -2%
CCT
2356
Chemung Canal Trust
New York
$235K – – –
D
2357
Diversified
Delaware
$235K +$24.5K +550 +12%
IF
2358
Integrity Financial
Wyoming
$235K -$178 -4 -0.1%
FA
2359
Fiduciary Alliance
South Carolina
$235K -$22.5K -506 -9%
ACA
2360
Aspire Capital Advisors
Washington
$234K +$236K +5,305 New
PWP
2361
Precedent Wealth Partners
Texas
$234K +$236K +5,296 New
PFA
2362
Pathway Financial Advisers
Indiana
$233K +$5.48K +123 +2%
BFIC
2363
Bedell Frazier Investment Counselling
California
$233K -$9.85K -221 -4%
WFA
2364
Wellspring Financial Advisors
Ohio
$233K +$2K +45 +0.9%
PMG
2365
ProVise Management Group
Florida
$233K -$783K -17,563 -77%
TF
2366
Talbot Financial
Washington
$233K +$235K +5,271 New
LA
2367
Latitude Advisors
Florida
$232K +$234K +5,249 New
World Investment Advisors
2368
World Investment Advisors
California
$232K -$479K -10,759 -68%
FWP
2369
Firethorn Wealth Partners
Georgia
$231K +$233K +5,232 New
SSW
2370
Smith Shellnut Wilson
Mississippi
$231K – – –
NC
2371
NovaPoint Capital
Georgia
$231K -$4.77K -107 -2%
WCA
2372
Westover Capital Advisors
Delaware
$231K +$233K +5,220 New
AFO
2373
Arrowroot Family Office
California
$231K -$11.1K -249 -5%
FC
2374
Fulcrum Capital
Washington
$230K – – –
JFGIW
2375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K -$23.7K -531 -9%