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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2851
Source Financial Advisors
New York
$207K +$201K +2,272 New
BFWA
2852
Benchmark Financial Wealth Advisors
Florida
$206K +$200K +2,259 New
TC
2853
Truvestments Capital
Florida
$205K +$200K +2,251 New
OBWP
2854
O'Brien Wealth Partners
Massachusetts
$204K -$1.6K -18 -0.8%
ST
2855
Sageworth Trust
Pennsylvania
$203K +$173K +1,947 +705%
SWG
2856
Summit Wealth Group
Vermont
$203K +$197K +2,224 New
WCWM
2857
Willow Creek Wealth Management
California
$203K +$197K +2,226 New
GCA
2858
Gradient Capital Advisors
California
$203K +$198K +2,232 New
ADIM
2859
Alpha DNA Investment Management
Maryland
$203K +$198K +2,233 New
CT
2860
Clearstead Trust
Maine
$202K – – –
SFS
2861
Starfox Financial Services
Texas
$202K – – –
ETS
2862
ESL Trust Services
New York
$202K +$196K +2,215 New
AWS
2863
Arkfeld Wealth Strategies
Nebraska
$201K +$192K +2,164 New
MWA
2864
MFA Wealth Advisors
Pennsylvania
$201K +$195K +2,200 New
EA
2865
Eclectic Associates
California
$201K +$196K +2,209 New
EWA
2866
Encompass Wealth Advisors
Oregon
$200K +$194K +2,193 New
ACM
2867
AUA Capital Management
Pennsylvania
$196K – – –
Cohen & Steers
2868
Cohen & Steers
New York
$196K +$4.96K +56 +3%
AIM
2869
Arcadia Investment Management
Michigan
$194K – – –
BFG
2870
Baron Financial Group
New Jersey
$192K – – –
LF
2871
Lee Financial
Texas
$189K -$104K -1,176 -36%
MS
2872
Mizuho Securities
Japan
$187K -$138K -1,561 -39%
HBT
2873
Hills Bank & Trust
Iowa
$185K -$42.1K -475 -19%
MUMSS
2874
Mitsubishi UFJ Morgan Stanley Securities
Japan
$180K +$144K +1,620 +463%
TAIM
2875
TD Ameritrade Investment Management
Nebraska
$178K -$113K -1,272 -39%