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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
3576
Lansing Street Advisors
Pennsylvania
$443K +$28.8K +56 +8%
PHWM
3577
Pine Harbor Wealth Management
Maryland
$443K -$86.4K -168 -18%
CFG
3578
Clayton Financial Group
Missouri
$442K +$155K +302 +64%
WIA
3579
Wetzel Investment Advisors
Indiana
$442K
TVM
3580
True Vision MN
Minnesota
$442K -$42.2K -82 -10%
PPW
3581
Pasadena Private Wealth
California
$441K -$74.6K -145 -16%
CCP
3582
Clarity Capital Partners
California
$441K -$25.7K -50 -6%
LAM
3583
LECAP Asset Management
United Kingdom
$440K -$530K -1,031 -57%
IA
3584
IMZ Advisory
Florida
$439K
IFO
3585
Independent Family Office
New York
$439K +$83.9K +163 +27%
BIM
3586
Barton Investment Management
Pennsylvania
$438K
FCIM
3587
Fairview Capital Investment Management
California
$438K +$90K +175 +30%
RRWA
3588
Rainey & Randall Wealth Advisors
Florida
$437K -$5.66K -11 -1%
LCS
3589
Levin Capital Strategies
New York
$435K
OPTFSNA
3590
Old Point Trust & Financial Services N A
Virginia
$435K
LTL
3591
Lowery Thomas LLC
California
$434K
CF
3592
Cantor Fitzgerald
New York
$433K +$79.2K +154 +26%
LWMM
3593
Legacy Wealth Management (Mississippi)
Mississippi
$433K +$389K +756 New
BIA
3594
Bell Investment Advisors
California
$432K +$2.57K +5 +0.7%
PWMA
3595
Pension & Wealth Management Advisors
Massachusetts
$432K +$93.6K +182 +32%
OC
3596
Oakworth Capital
Alabama
$430K +$98.8K +192 +34%
CWMS
3597
Cannon Wealth Management Services
North Carolina
$429K +$386K +750 New
FFW
3598
Fusion Family Wealth
New York
$429K +$55.6K +108 +17%
DDC
3599
DF Dent & Co
Maryland
$428K
AWG
3600
Altus Wealth Group
Colorado
$428K +$29.3K +57 +8%