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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2301
Austin Private Wealth
Texas
$275K -$10.4K -29 -4%
GCA
2302
Genesee Capital Advisors
New York
$275K +$359 +1 +0.1%
SC
2303
Saiph Capital
New Jersey
$275K – – –
CSPIA
2304
Cary Street Partners Investment Advisory
Virginia
$274K -$41.3K -115 -13%
AIL
2305
AGF Investments LLC
Ontario, Canada
$273K -$555K -1,544 -67%
RP
2306
Rice Partnership
Hawaii
$273K – – –
AWC
2307
Abundance Wealth Counselors
Pennsylvania
$273K +$274K +763 New
TVWM
2308
Tower View Wealth Management
Wisconsin
$269K +$59.7K +166 +28%
CWM
2309
Chicago Wealth Management
Illinois
$268K – – –
ATC
2310
Adirondack Trust Company
New York
$268K +$1.8K +5 +0.7%
TCM
2311
Traynor Capital Management
Pennsylvania
$267K +$40.3K +112 +18%
EA
2312
Echo45 Advisors
California
$266K -$47.8K -133 -15%
RPCA
2313
Running Point Capital Advisors
California
$266K +$6.83K +19 +3%
BI
2314
Ballast Inc
Kentucky
$266K +$268K +745 New
FFC
2315
First Financial Corp
Indiana
$264K – – –
CWAG
2316
Compton Wealth Advisory Group
Virginia
$264K +$359 +1 +0.1%
EWM
2317
Endowment Wealth Management
Wisconsin
$264K +$28.4K +79 +12%
PWA
2318
Phoenix Wealth Advisors
North Carolina
$263K -$546K -1,520 -67%
CCA
2319
Covey Capital Advisors
Georgia
$263K -$5.39K -15 -2%
CSB
2320
City State Bank
Iowa
$263K – – –
AA
2321
Auxano Advisors
Washington
$263K +$7.91K +22 +3%
SQA
2322
Simon Quick Advisors
New Jersey
$263K +$64K +178 +32%
OWA
2323
Octavia Wealth Advisors
Ohio
$262K -$96K -267 -27%
O
2324
Ossiam
France
$262K -$65.1K -181 -20%
HVM
2325
Harvest Volatility Management
Connecticut
$261K +$262K +729 New