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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2676
Angeles Investment Advisors
California
$308K +$292K +639 New
AWA
2677
Aletheian Wealth Advisors
Washington
$307K +$47.5K +104 +19%
KIG
2678
Kowal Investment Group
Wisconsin
$307K +$45.7K +100 +19%
AFAS
2679
Acorn Financial Advisory Services
Virginia
$306K -$22.9K -50 -7%
WI
2680
Wintrust Investments
Illinois
$306K +$26.1K +57 +10%
SCA
2681
Sandy Cove Advisors
Massachusetts
$306K +$1.83K +4 +0.6%
MSFP
2682
Mark Sheptoff Financial Planning
Connecticut
$306K -$68.6K -150 -19%
WWMSC
2683
Wagner Wealth Management (South Carolina)
South Carolina
$306K -$3.2K -7 -1%
HCM
2684
Highview Capital Management
Illinois
$305K -$27.9K -61 -9%
RDWM
2685
Red Door Wealth Management
Tennessee
$305K -$2.29K -5 -0.8%
CWM
2686
Chicago Wealth Management
Illinois
$304K – – –
WIC
2687
WealthBridge Investment Counsel
Alberta, Canada
$304K – – –
FDS
2688
Freedom Day Solutions
Texas
$304K – – –
W
2689
Wealthquest
Ohio
$303K +$52.6K +115 +22%
CWA
2690
Carolina Wealth Advisors
South Carolina
$302K – – –
GJIA
2691
Glass Jacobson Investment Advisors
Maryland
$301K – – –
BTIM
2692
BancFirst Trust & Investment Management
Oklahoma
$300K – – –
GSIAS
2693
Garden State Investment Advisory Services
New Jersey
$300K -$9.6K -21 -3%
VWM
2694
Vigilare Wealth Management
Arizona
$299K -$465K -1,017 -62%
GCM
2695
Goldstream Capital Management
Hong Kong
$299K -$45.7K -100 -14%
MWM
2696
Mosley Wealth Management
California
$297K -$14.6K -32 -5%
OWA
2697
Opal Wealth Advisors
New York
$296K -$124K -271 -31%
KPWG
2698
KFA Private Wealth Group
Virginia
$295K +$4.11K +9 +1%
LRIA
2699
Leonard Rickey Investment Advisors
Washington
$295K -$30.2K -66 -10%
TVWM
2700
Tower View Wealth Management
Wisconsin
$294K +$1.37K +3 +0.5%