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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1726
Optas LLC
Texas
$238K +$21.3K +149 +11%
AWA
1727
Amplius Wealth Advisors
Pennsylvania
$237K +$222K +1,555 New
CA
1728
Cambridge Advisors
Nebraska
$237K – – –
Jones Financial Companies
1729
Jones Financial Companies
Missouri
$237K -$44K -308 -17%
AF
1730
Apexium Financial
Texas
$236K -$7.72K -54 -3%
ACI
1731
Alpha Cubed Investments
California
$235K +$7.15K +50 +3%
LIG
1732
Lokken Investment Group
Delaware
$234K -$1K -7 -0.5%
BFG
1733
Beacon Financial Group
Texas
$234K +$5.86K +41 +3%
RMCM
1734
Reynders McVeigh Capital Management
Massachusetts
$233K -$15.1K -106 -6%
IWN
1735
Independent Wealth Network
Iowa
$233K -$38.2K -267 -15%
HNW
1736
High Note Wealth
Minnesota
$232K -$3.43K -24 -2%
IHWM
1737
Iron Horse Wealth Management
Iowa
$231K – – –
FWA
1738
Flagship Wealth Advisors
Massachusetts
$231K – – –
FWP
1739
FAS Wealth Partners
Kansas
$231K -$80.3K -562 -27%
CAS
1740
Coppell Advisory Solutions
Texas
$231K +$217K +1,519 New
SA
1741
Sicart Associates
New York
$230K +$216K +1,513 New
GFP
1742
Gryphon Financial Partners
Ohio
$230K +$216K +1,513 New
AAP
1743
Arax Advisory Partners
Colorado
$230K -$27.7K -194 -11%
NG
1744
Northstar Group
New York
$229K -$40.4K -283 -16%
FFG
1745
Floyd Financial Group
Missouri
$229K – – –
CFCI
1746
Comprehensive Financial Consultants Institutional
Indiana
$229K – – –
AA
1747
AF Advisors
California
$228K – – –
ACM
1748
Armbruster Capital Management
New York
$228K – – –
CCM
1749
Copeland Capital Management
Pennsylvania
$228K – – –
PFGIA
1750
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$11K +77 +5%