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Name Holding Trade Value Shares
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Stake
WA
2526
Wealthstream Advisors
New York
$1.71M -$22.1K -43 -1%
GDP
2527
Great Diamond Partners
Maine
$1.71M -$905K -1,759 -37%
WW
2528
Westshore Wealth
California
$1.7M -$16.5K -32 -1%
FWA
2529
FSM Wealth Advisors
Ohio
$1.7M +$215K +417 +16%
FAFN
2530
First Affirmative Financial Network
Colorado
$1.7M +$14.4K +28 +1%
LWA
2531
Lantern Wealth Advisors
New York
$1.7M +$32.9K +64 +2%
CS
2532
Cannell & Spears
New York
$1.69M -$13.9K -27 -0.9%
LAM
2533
Lifestyle Asset Management
Texas
$1.69M +$71K +138 +5%
WFAG
2534
Wescott Financial Advisory Group
Pennsylvania
$1.69M +$15.4K +30 +1%
FAG
2535
Fortitude Advisory Group
Washington
$1.69M -$19K -37 -1%
ADIM
2536
Alpha DNA Investment Management
Maryland
$1.69M +$368K +716 +32%
TWP
2537
Tempus Wealth Planning
California
$1.68M +$117K +228 +8%
LSA
2538
Lion Street Advisors
Texas
$1.68M +$133K +259 +10%
ITFISA
2539
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.68M +$201K +390 +15%
FMTC
2540
Farmers & Merchants Trust Company
California
$1.68M -$17.5K -34 -1%
ATFA
2541
All Terrain Financial Advisors
Minnesota
$1.68M
D
2542
Diversified
Delaware
$1.67M -$63.8K -124 -4%
DE
2543
Diversified Enterprises
Delaware
$1.67M +$1.5M +2,920 New
GEA
2544
Glen Eagle Advisors
New Jersey
$1.67M +$24.7K +48 +2%
FIA
2545
FNY Investment Advisers
New York
$1.66M +$1.22M +2,377 +448%
PFG
2546
PAX Financial Group
Texas
$1.66M +$51.5K +100 +4%
TFA
2547
Tranquilli Financial Advisor
New Jersey
$1.66M -$10.3K -20 -0.7%
PBK
2548
Peoples Bank (Kansas)
Kansas
$1.66M -$2.57K -5 -0.2%
TIAM2
2549
Tru Independence Asset Management 2
Oregon
$1.66M +$1.49M +2,895 New
GBWM
2550
Granite Bay Wealth Management
New Hampshire
$1.66M -$34K -66 -2%