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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1101
SGL Investment Advisors
Montana
$223K -$512K -7,410 -70%
WFS
1102
Walker Financial Services
Kentucky
$223K -$20.1K -291 -9%
CAM
1103
Columbia Asset Management
Michigan
$221K -$93.9K -1,360 -31%
LWM
1104
Liberty Wealth Management
California
$220K +$1.31K +19 +0.6%
PCS
1105
Private Client Services
Kentucky
$220K +$212K +3,066 New
RIP
1106
Reliant Investment Partners
North Carolina
$220K +$212K +3,065 New
OIS
1107
OneAscent Investment Solutions
Alabama
$219K -$28.2K -409 -12%
UAG
1108
United Advisor Group
Ohio
$218K -$129K -1,863 -38%
GF
1109
Gries Financial
Ohio
$217K +$3.18K +46 +2%
CP
1110
Capital Planning
Washington
$216K
HNWAG
1111
High Net Worth Advisory Group
Florida
$215K
GIA
1112
Goodwin Investment Advisory
Georgia
$215K
PCA
1113
Pallas Capital Advisors
Massachusetts
$214K -$1.73K -25 -0.8%
FA
1114
FDx Advisors
Illinois
$211K +$203K +2,944 New
PPWM
1115
PFG Private Wealth Management
Florida
$211K +$8.7K +126 +4%
CSP
1116
Cary Street Partners
Virginia
$210K -$58.1K -841 -22%
AA
1117
Armis Advisers
Georgia
$210K -$691 -10 -0.3%
BCI
1118
Blue Capital Inc
Nebraska
$208K +$200K +2,902 New
RWP
1119
Revolve Wealth Partners
New Jersey
$208K +$200K +2,902 New
KP
1120
Keel Point
Alabama
$205K +$198K +2,861 New
SBF
1121
Sara-Bay Financial
Florida
$204K +$197K +2,846 New
CFP
1122
Catalyst Financial Partners
Massachusetts
$204K +$196K +2,843 New
PL
1123
Plancorp LLC
Missouri
$203K +$195K +2,829 New
UPS
1124
UHLMANN PRICE SECURITIES
Illinois
$201K +$193K +2,800 New
SCP
1125
Sivia Capital Partners
California
$201K +$193K +2,797 New