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Name Holding Trade Value Shares
Change
Change in
Stake
PA
2676
Perennial Advisors
New York
$514K +$57.7K +500 +13%
PCMNC
2677
Piedmont Capital Management (North Carolina)
North Carolina
$514K -$29.2K -253 -6%
GAFA
2678
Garton & Associates Financial Advisors
Kentucky
$513K -$28.2K -244 -5%
DOA
2679
D'Orazio & Associates
Virginia
$511K +$58K +502 +13%
WLIM
2680
White Lighthouse Investment Management
Massachusetts
$510K -$75.8K -657 -13%
5NPW
2681
55 North Private Wealth
Florida
$510K +$101K +872 +26%
AIP
2682
Avail Investment Partners
Pennsylvania
$510K +$490K +4,244 New
CPWA
2683
Cerro Pacific Wealth Advisors
California
$510K +$13.9K +120 +3%
BCMLT
2684
Beacon Capital Management LLC (Tennessee)
Tennessee
$510K +$4.27K +37 +0.9%
JIG
2685
Junk Investment Group
Maryland
$510K +$489K +4,236 New
OWM
2686
OneAscent Wealth Management
Alabama
$509K -$21.9K -190 -4%
KFAS
2687
Keating Financial Advisory Services
Kansas
$509K -$331K -2,869 -40%
SCP
2688
Seizert Capital Partners
Michigan
$509K +$58.9K +510 +14%
HFRG
2689
Houlihan Financial Resource Group
Virginia
$508K
AA
2690
Alesco Advisors
New York
$508K +$9.93K +86 +2%
JBA
2691
Johnson Bixby & Associates
Washington
$507K -$1.5K -13 -0.3%
AG
2692
AmeriFlex Group
Nevada
$506K -$68.3K -592 -12%
BMC
2693
Benin Management Corp
Connecticut
$505K -$38.7K -335 -7%
WAS
2694
Wealth Advisory Solutions
Indiana
$505K -$19.5K -169 -4%
FMTCOCP
2695
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$504K -$47.3K -410 -9%
CFS
2696
Cannon Financial Strategists
Georgia
$504K +$8.43K +73 +2%
OCM
2697
Osterweis Capital Management
California
$503K -$28.6K -248 -6%
OFO
2698
OneAscent Family Office
Alabama
$503K +$20.1K +174 +4%
PEA
2699
Park Edge Advisors
Ohio
$503K
PWS
2700
Pursuit Wealth Strategies
North Carolina
$502K +$6.7K +58 +1%