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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2926
Beacon Financial Group
Texas
$278K -$20.9K -70 -7%
WA
2927
Wealthstream Advisors
New York
$278K +$5.08K +17 +2%
SIA
2928
SeaBridge Investment Advisors
New Jersey
$278K – – –
SH
2929
SLT Holdings
Arizona
$277K +$266K +888 New
LWM
2930
LeConte Wealth Management
Tennessee
$277K +$266K +888 New
MCM
2931
McDonough Capital Management
Florida
$277K -$8.67K -29 -3%
SC
2932
Sykon Capital
New York
$277K – – –
PIA
2933
Pollock Investment Advisors
Michigan
$276K – – –
SHWM
2934
Smith & Howard Wealth Management
Georgia
$276K – – –
WE
2935
Wealth Effects
Massachusetts
$276K – – –
FWP
2936
Firethorn Wealth Partners
Georgia
$276K +$2.99K +10 +1%
RYIA
2937
Roehl & Yi Investment Advisors
Oregon
$276K +$4.79K +16 +2%
CMP
2938
Courage Miller Partners
Virginia
$276K – – –
NCM
2939
Nelson Capital Management
California
$275K – – –
CW
2940
Code Waechter
Florida
$274K -$17.9K -60 -6%
CAP
2941
Columbia Advisory Partners
Washington
$274K +$262K +876 New
RWI
2942
Red Wave Investments
Pennsylvania
$273K +$299 +1 +0.1%
EGWAG
2943
Elwood & Goetz Wealth Advisory Group
Georgia
$272K -$150K -502 -37%
HIW
2944
Holos Integrated Wealth
Pennsylvania
$272K – – –
AWA
2945
AGH Wealth Advisors
Kansas
$272K +$23K +77 +10%
HPBT
2946
Hickory Point Bank & Trust
Illinois
$272K +$41.3K +138 +19%
GKWIM
2947
Gerber Kawasaki Wealth & Investment Management
California
$272K -$8.08K -27 -3%
BW
2948
Balance Wealth
Ohio
$271K +$260K +868 New
LF
2949
Lee Financial
Texas
$271K -$22.1K -74 -8%
GP
2950
Greenline Partners
New York
$271K +$15.6K +52 +6%