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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
951
Soltis Investment Advisors
Utah
$262K +$34K +521 +12%
CA
952
Corecam AG
$261K +$61.3K +939 +25%
PWP
953
Phillips Wealth Planners
Mississippi
$259K -$15.1K -231 -5%
DOA
954
D'Orazio & Associates
Virginia
$259K +$44.9K +689 +17%
WTC
955
WhitTier Trust Company
Nevada
$259K – – –
KMWM
956
Keudell/Morrison Wealth Management
Oregon
$258K – – –
JE
957
JMAC Enterprises
Pennsylvania
$255K – – –
MNBTD
958
Moody National Bank Trust Division
Texas
$254K -$2.09K -32 -0.7%
CMP
959
Coston McIsaac & Partners
Maine
$254K +$5.87K +90 +2%
BWM
960
Birchcreek Wealth Management
Ohio
$253K +$16.7K +256 +6%
CA
961
Claro Advisors
Massachusetts
$249K +$15.5K +238 +6%
CMF
962
Counterpoint Mutual Funds
California
$248K +$291K +4,467 New
PWPS
963
Pinnacle Wealth Planning Services
Ohio
$247K +$391 +6 +0.1%
PFA
964
Pure Financial Advisors
California
$247K +$35.6K +545 +14%
VA
965
VestGen Advisors
Illinois
$246K -$12.9K -198 -4%
AA
966
Ancora Advisors
Ohio
$246K -$39.9K -612 -12%
ILI
967
Invesco LLC (Illinois)
Illinois
$246K +$52.2K +800 +22%
IAS
968
IMA Advisory Services
Colorado
$245K +$283K +4,344 +6,895%
SCM
969
Seascape Capital Management
New Hampshire
$240K -$9.53K -146 -3%
LI
970
LMCG Investments
Massachusetts
$240K – – –
CWG
971
Cornerstone Wealth Group
North Carolina
$239K +$66.7K +1,022 +31%
GIM
972
Groesbeck Investment Management
New Jersey
$237K -$9.07K -139 -3%
MG
973
Marex Group
$235K +$276K +4,236 New
CCMG
974
Connecticut Capital Management Group
Connecticut
$235K -$1.63K -25 -0.6%
SAM
975
Smithbridge Asset Management
Pennsylvania
$235K -$19.5K -299 -7%