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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
3251
BlueSky Wealth Advisors
North Carolina
$219K
C
3252
Covestor
United Kingdom
$219K +$2.45K +8 +1%
RPGNY
3253
Retirement Planning Group (New York)
New York
$219K
MUMSS
3254
Mitsubishi UFJ Morgan Stanley Securities
Japan
$219K +$219K +716 New
SWA
3255
Safir Wealth Advisors
New Hampshire
$219K
SFA
3256
Seneca Financial Advisors
New York
$219K
CAU
3257
Caxton Associates (UK)
$219K +$219K +715 New
LRWA
3258
Long Run Wealth Advisors
New York
$218K -$9.49K -31 -4%
WAM
3259
Wolverine Asset Management
Illinois
$217K -$183K -596 -46%
GKIM
3260
GW&K Investment Management
Massachusetts
$217K +$3.37K +11 +2%
FFG
3261
Fortress Financial Group
Minnesota
$217K +$1.23K +4 +0.6%
BWS
3262
Buck Wealth Strategies
Colorado
$217K -$7.35K -24 -3%
OWM
3263
OneAscent Wealth Management
Alabama
$216K -$306 -1 -0.1%
SIM
3264
Studio Investment Management
Illinois
$216K +$1.84K +6 +0.9%
RWS
3265
Resolute Wealth Strategies
Mississippi
$216K +$919 +3 +0.4%
AT
3266
Avalon Trust
New Mexico
$216K -$34.3K -112 -14%
SRWM
3267
Shira Ridge Wealth Management
California
$216K -$8.58K -28 -4%
BDL
3268
Banque de Luxembourg
Luxembourg
$216K +$64K +209 +42%
BC
3269
Barrett & Company
Rhode Island
$215K
SW
3270
StrongBox Wealth
Missouri
$215K
PWAC
3271
Private Wealth Advisors (California)
California
$215K -$13.5K -44 -6%
CIM
3272
Catalyst Investment Management
New Hampshire
$215K +$215K +702 New
ACA
3273
Arsenal Capital Advisors
Pennsylvania
$214K +$215K +701 New
FC
3274
Financial Council
Maryland
$214K -$8.88K -29 -4%
BDPWM
3275
Barnes Dennig Private Wealth Management
Ohio
$213K