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Name Holding Trade Value Shares
Change
Change in
Stake
WDL
1876
Well Done LLC
Michigan
$883K -$21.2K -74 -2%
AIM
1877
Alhambra Investment Management
Florida
$883K -$23.5K -82 -2%
LC
1878
Landaas & Company
Wisconsin
$882K +$15.2K +53 +2%
RPWA
1879
Regent Peak Wealth Advisors
Georgia
$881K -$103K -359 -10%
VAM
1880
Verity Asset Management
North Carolina
$881K +$111K +386 +13%
AP
1881
Atwood & Palmer
Missouri
$878K +$17.2K +60 +2%
IPW
1882
Impact Partnership Wealth
Georgia
$878K +$647K +2,257 +228%
W
1883
Wealthquest
Ohio
$877K
CA
1884
Cornerstone Advisory
Maryland
$877K -$10K -35 -1%
GM
1885
GeoWealth Management
Illinois
$876K -$19.8K -69 -2%
CFGW
1886
Chancellor Financial Group WB
Pennsylvania
$875K +$107K +374 +13%
LNB
1887
Ledyard National Bank
$874K -$182K -634 -16%
HW
1888
HORAN Wealth
Ohio
$873K +$58.5K +204 +7%
WCA
1889
Westover Capital Advisors
Delaware
$868K -$4.59K -16 -0.5%
GC
1890
Gilbert & Cook
Iowa
$867K +$4.3K +15 +0.5%
CSPIA
1891
Cary Street Partners Investment Advisory
Virginia
$867K -$68.8K -240 -7%
IP
1892
Ignite Planners
California
$866K +$29.2K +102 +3%
BW
1893
BIP Wealth
Georgia
$862K +$253K +883 +38%
CM
1894
Capula Management
Cayman Islands
$862K -$1.01M -3,533 -53%
LSC
1895
Lesa Sroufe & Co
Washington
$862K
CastleKeep Investment Advisors
1896
CastleKeep Investment Advisors
Connecticut
$861K -$66K -230 -7%
TWM
1897
Thrive Wealth Management
Pennsylvania
$860K -$11.2K -39 -1%
OC
1898
Oarsman Capital
Wisconsin
$860K +$10.3K +36 +1%
ESBC
1899
E.S. Barr & Co
Kentucky
$857K -$31.8K -111 -3%
EV
1900
EJMK Ventures
Illinois
$855K -$102K -356 -10%