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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
901
Harbor Investment Advisory
Maryland
$267K +$133K +1,972 +108%
KI
902
Koch Industries
Kansas
$266K – – –
KIG
903
Kowal Investment Group
Wisconsin
$259K +$249K +3,686 New
FAIM
904
Financial Advocates Investment Management
Washington
$255K -$99.5K -1,471 -29%
IP
905
Ignite Planners
California
$254K +$248K +3,661 New
BIAS
906
Beacon Investment Advisory Services
New Jersey
$253K -$5.61K -83 -2%
QT
907
Quantamental Technologies
New York
$252K -$346K -5,123 -59%
PCIA
908
Prime Capital Investment Advisors
Kansas
$252K – – –
AWM
909
Accurate Wealth Management
Florida
$252K +$31K +459 +15%
CFG
910
CKW Financial Group
Hawaii
$251K +$47.3K +700 +25%
PBO
911
Peoples Bank (Ohio)
Ohio
$250K +$240K +3,554 New
BEI
912
Benjamin Edwards Inc
Missouri
$249K +$82.6K +1,222 +52%
VC
913
Vicus Capital
Pennsylvania
$248K -$8.45K -125 -3%
DE
914
Day & Ennis
Georgia
$247K – – –
JF
915
Jump Financial
Illinois
$246K +$237K +3,500 New
CIA
916
Cladis Investment Advisory
Montana
$246K – – –
CW
917
CreativeOne Wealth
Kansas
$245K +$6.56K +97 +3%
EP
918
Eudaimonia Partners
Tennessee
$245K +$235K +3,480 New
LTI
919
Laffer Tengler Investments
Tennessee
$245K – – –
PIA
920
Powell Investment Advisors
Florida
$244K – – –
TWP
921
Tempus Wealth Planning
California
$242K -$36.9K -546 -14%
CPA
922
Capital Planning Advisors
California
$242K +$10.2K +151 +5%
BFPW
923
BOK Financial Private Wealth
Colorado
$242K +$232K +3,438 New
BBHC
924
Brown Brothers Harriman & Co
New York
$240K +$123K +1,825 +114%
TF
925
Tompkins Financial
New York
$239K +$88.7K +1,312 +63%