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Name Holding Trade Value Shares
Change
Change in
Stake
WW
2776
Waterfront Wealth
Kansas
$582K +$161K +486 +39%
EDRIA
2777
Edmonds Duncan Registered Investment Advisors
Kansas
$581K +$99.6K +300 +20%
TNA
2778
True North Advisors
Texas
$577K +$51.5K +155 +10%
OBWG
2779
Onyx Bridge Wealth Group
New York
$575K +$56.1K +169 +11%
RC
2780
Rovin Capital
Arizona
$574K +$567K +1,708 New
TC
2781
Tacita Capital
Ontario, Canada
$572K
SCM
2782
SOL Capital Management
Maryland
$572K +$49.8K +150 +10%
PG
2783
Prostatis Group
Maryland
$572K -$15.9K -48 -3%
BIA
2784
Bigelow Investment Advisors
Maine
$570K +$4.65K +14 +0.8%
BWM
2785
Baystate Wealth Management
Massachusetts
$570K +$7.3K +22 +1%
BBW
2786
Blue Barn Wealth
Utah
$569K -$170K -512 -23%
BCA
2787
Bay Colony Advisors
Massachusetts
$568K -$86.7K -261 -13%
FIM
2788
FWL Investment Management
Texas
$567K -$86.3K -260 -13%
VCM
2789
Vision Capital Management
Oregon
$565K
VIM
2790
VELA Investment Management
Ohio
$564K +$557K +1,678 New
MA
2791
Maxele Advisors
Missouri
$563K +$556K +1,675 New
EBA
2792
Eagle Bay Advisors
New York
$563K -$37.5K -113 -6%
ML
2793
McAdam LLC
Pennsylvania
$562K -$13.9K -42 -2%
HA
2794
HYA Advisors
Missouri
$562K -$3.65K -11 -0.7%
KIC
2795
Kensington Investment Counsel
California
$562K +$555K +1,672 New
PS
2796
Planned Solutions
California
$561K +$553K +1,667 New
PWS
2797
Peloton Wealth Strategists
Indiana
$560K -$1.58M -4,745 -74%
HP
2798
HT Partners
Connecticut
$560K -$1.33K -4 -0.2%
RI
2799
Rinkey Investments
California
$560K +$562K +1,692 New
ONST
2800
Old North State Trust
North Carolina
$559K +$42.2K +127 +8%