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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1601
Etesian Wealth Advisors
Oregon
$274K -$6.38K -10 -2%
C
1602
Covestor
United Kingdom
$274K +$71.5K +112 +36%
SFP
1603
Shepherd Financial Partners
Massachusetts
$272K +$6.38K +10 +2%
GP
1604
Geneva Partners
Wisconsin
$270K -$102K -160 -28%
OFS
1605
OneAscent Financial Services
Alabama
$270K +$10.2K +16 +4%
Simplex Trading
1606
Simplex Trading
Illinois
$270K +$266K +416 New
IEFM
1607
IQ EQ Fund Management
Ireland
$270K -$10.2K -16 -4%
DPI
1608
Diversified Portfolios Inc
Michigan
$269K +$54.9K +86 +26%
JWM
1609
Jeppson Wealth Management
California
$268K -$3.19K -5 -1%
CP
1610
Canopy Partners
Ohio
$268K +$264K +413 New
VAF
1611
Values Added Financial
District of Columbia
$268K +$1.28K +2 +0.5%
EA
1612
Echo45 Advisors
California
$267K -$3.19K -5 -1%
FOA
1613
Five Oceans Advisors
California
$267K
BW
1614
BIP Wealth
Georgia
$267K -$28.7K -45 -10%
BLC
1615
Brown, Lisle/Cummings
Rhode Island
$267K
DA
1616
DSC Advisors
Illinois
$266K +$12.1K +19 +5%
PWS
1617
Peloton Wealth Strategists
Indiana
$265K +$6.38K +10 +3%
BMC
1618
Benin Management Corp
Connecticut
$265K
AL
1619
Aspiriant LLC
California
$263K +$26.8K +42 +12%
PHWM
1620
Pine Harbor Wealth Management
Maryland
$261K +$638 +1 +0.2%
LJHT
1621
Laurie J. Hall Trustee
$261K
SFG
1622
Summit Financial Group
West Virginia
$261K
WSWA
1623
Warren Street Wealth Advisors
California
$261K +$1.28K +2 +0.5%
CAM
1624
Carret Asset Management
New York
$260K -$638 -1 -0.2%
FA
1625
Fortis Advisors
Pennsylvania
$260K