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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2526
Motive Wealth Advisors
Michigan
$572K -$5.74K -10 -1%
BDL
2527
Banque de Luxembourg
Luxembourg
$571K -$105K -182 -15%
OHWP
2528
Oak Harbor Wealth Partners
North Carolina
$569K +$13.8K +24 +2%
WCFA
2529
Walkner Condon Financial Advisors
Wisconsin
$569K +$24.1K +42 +4%
KWM
2530
Kanen Wealth Management
Florida
$569K
LCM
2531
Lattice Capital Management
Washington
$569K
RWM
2532
Revisor Wealth Management
Ohio
$568K -$95.3K -166 -14%
CBT
2533
Crews Bank & Trust
Florida
$567K -$14.4K -25 -2%
SIS
2534
Sound Income Strategies
Florida
$566K -$4.59K -8 -0.8%
DWS
2535
Discipline Wealth Solutions
South Carolina
$565K
FWA
2536
Flagship Wealth Advisors
Massachusetts
$564K
MM
2537
MQS Management
New York
$564K +$98.8K +172 +21%
QP
2538
Quartz Partners
New York
$561K +$111K +194 +24%
CWA
2539
Consilio Wealth Advisors
Washington
$560K +$8.61K +15 +2%
BWM
2540
BlackDiamond Wealth Management
New York
$560K +$24.1K +42 +4%
NCTC
2541
New Covenant Trust Company
Indiana
$560K +$49.4K +86 +10%
RFN
2542
Redwood Financial Network
Ohio
$559K -$6.32K -11 -1%
FDW
2543
Fourth Dimension Wealth
Ohio
$559K -$7.47K -13 -1%
XF
2544
XML Financial
Maryland
$559K
CFAM
2545
Center For Asset Management
Florida
$558K -$33.9K -59 -6%
IF
2546
Intrua Financial
Texas
$557K +$72.9K +127 +15%
CWD
2547
Clarity Wealth Development
Oregon
$557K -$14.4K -25 -2%
SWAG
2548
Spectrum Wealth Advisory Group
California
$555K -$574 -1 -0.1%
BWM
2549
Bernard Wealth Management
Michigan
$555K +$477K +831 +573%
WIC
2550
Wilkins Investment Counsel
Massachusetts
$555K