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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
2926
NWF Advisory Services
California
$264K +$272K +912 New
CA
2927
Crumly & Associates
Illinois
$264K
FPW
2928
Flagship Private Wealth
Massachusetts
$264K
VH
2929
Visionary Horizons
Tennessee
$264K -$14.9K -50 -5%
CA
2930
Cambridge Advisors
Nebraska
$263K +$28.3K +95 +12%
PCTC
2931
Perkins Coie Trust Company
Washington
$263K
CCWM
2932
Correct Capital Wealth Management
Missouri
$262K +$14.9K +50 +6%
RWS
2933
Resolute Wealth Strategies
Mississippi
$262K +$1.49K +5 +0.6%
SF
2934
Safeguard Financial
Wisconsin
$262K +$269K +903 New
BA
2935
Bristlecone Advisors
Washington
$261K +$35.5K +119 +15%
WCF
2936
West Coast Financial
California
$261K -$5.07K -17 -2%
C
2937
Covestor
United Kingdom
$261K +$10.4K +35 +4%
MGIA
2938
Matthew Goff Investment Advisor
Texas
$261K +$10.1K +34 +4%
AP
2939
Adero Partners
California
$260K +$24.5K +82 +10%
FWI
2940
Facet Wealth Inc
Maryland
$260K +$19.1K +64 +8%
AMG
2941
Advisors Management Group
Wisconsin
$260K -$7.46K -25 -3%
GKWIM
2942
Gerber Kawasaki Wealth & Investment Management
California
$260K -$20.6K -69 -7%
GCM
2943
Graver Capital Management
Ohio
$259K +$267K +894 New
BW
2944
Blalock Williams
Alabama
$259K +$266K +893 New
SIA
2945
SeaBridge Investment Advisors
New Jersey
$258K
TPW
2946
Transatlantique Private Wealth
New York
$258K
MWM
2947
Mindset Wealth Management
Indiana
$258K
FPW
2948
Flywheel Private Wealth
California
$257K +$265K +888 New
NQWM
2949
Northwest Quadrant Wealth Management
Oregon
$257K +$1.49K +5 +0.6%
SC
2950
Sykon Capital
New York
$257K