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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2751
SkyOak Wealth
Michigan
$333K
WA
2752
Waterford Advisors
New York
$330K
EFI
2753
EHP Funds Inc
Canada
$329K -$886K -8,220 -72%
GC
2754
Gibson Capital
Pennsylvania
$329K
DWP
2755
Destiny Wealth Partners
Florida
$329K +$17.1K +159 +5%
TCMP
2756
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$14.2K +132 +4%
WWC
2757
Waypoint Wealth Counsel
Georgia
$329K +$108 +1 +0%
RFA
2758
RTD Financial Advisors
Pennsylvania
$328K
GJIA
2759
Glass Jacobson Investment Advisors
Maryland
$328K +$18.8K +174 +6%
PP
2760
PFS Partners
New Jersey
$327K +$2.05K +19 +0.6%
RCM
2761
Requisite Capital Management
Texas
$326K
LFG
2762
Lockerman Financial Group
California
$325K -$6.36K -59 -2%
WWM
2763
Windsor Wealth Management
Indiana
$323K +$26.3K +244 +8%
OCPWS
2764
One Charles Private Wealth Services
Massachusetts
$323K -$21.3K -198 -6%
BAG
2765
Briggs Advisory Group
Rhode Island
$322K -$9.7K -90 -3%
VC
2766
Veery Capital
Delaware
$321K -$3.45K -32 -1%
AWC
2767
Adamsbrown Wealth Consultants
Kansas
$320K +$9.92K +92 +3%
XT
2768
XTX Topco
Cayman Islands
$320K +$335K +3,111 New
CSWG
2769
Cardinal Strategic Wealth Guidance
Kentucky
$320K -$27.7K -257 -8%
BA
2770
Ballast Advisors
Minnesota
$320K -$970 -9 -0.3%
BA
2771
Ballew Advisors
Mississippi
$320K
CHA
2772
Cooper/Haims Advisors
New York
$320K +$16.2K +150 +5%
EWM
2773
EPG Wealth Management
Georgia
$320K -$603K -5,594 -64%
Financial Engines Advisors
2774
Financial Engines Advisors
California
$319K -$22.4K -208 -6%
FH
2775
FWG Holdings
Florida
$319K +$862 +8 +0.3%