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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2851
LeClair Wealth Partners
Ohio
$349K -$3.27K -6 -0.9%
GJIA
2852
Glass Jacobson Investment Advisors
Maryland
$349K – – –
FFG
2853
Frisch Financial Group
New York
$349K +$26.1K +48 +8%
SIC
2854
Sage Investment Counsel
Tennessee
$348K – – –
MSFP
2855
Mark Sheptoff Financial Planning
Connecticut
$348K – – –
SPI
2856
Sutton Place Investors
New York
$348K +$46.8K +86 +16%
WA
2857
Wealthstream Advisors
New York
$347K +$9.8K +18 +3%
ONSWM
2858
Old North State Wealth Management
North Carolina
$346K -$115K -212 -25%
WIC
2859
WealthBridge Investment Counsel
Alberta, Canada
$346K – – –
MPIA
2860
Mountain Pacific Investment Advisers
Idaho
$345K – – –
CWM
2861
Chicago Wealth Management
Illinois
$345K – – –
IWN
2862
Independent Wealth Network
Iowa
$344K +$2.18K +4 +0.6%
FNWA
2863
Financial Network Wealth Advisors
Utah
$344K +$55K +101 +19%
FFG
2864
First Financial Group
North Carolina
$344K -$72.4K -133 -18%
VNA
2865
Valley National Advisers
Pennsylvania
$343K +$127K +234 +59%
RBWA
2866
RFG - Bristol Wealth Advisors
Massachusetts
$343K +$8.71K +16 +3%
IEFM
2867
IQ EQ Fund Management
Ireland
$342K -$127K -234 -27%
EFL
2868
ERn Financial LLC
Wisconsin
$342K -$19.6K -36 -5%
CAGAS
2869
Capital Advisory Group Advisory Services
Minnesota
$341K +$8.71K +16 +3%
ACC
2870
Acorn Creek Capital
Colorado
$341K +$15.2K +28 +5%
JFA
2871
JNBA Financial Advisors
Minnesota
$340K -$21.8K -40 -6%
VWM
2872
Vigilare Wealth Management
Arizona
$340K – – –
SLT
2873
St Louis Trust
Missouri
$339K +$114K +209 +51%
PFW
2874
Petros Family Wealth
Minnesota
$339K +$23.4K +43 +7%
APG
2875
Abacus Planning Group
South Carolina
$338K +$90.4K +166 +37%