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Name Holding Trade Value Shares
Change
Change in
Stake
HA
2926
HFG Advisors
Ohio
$262K
PBC
2927
Pavion Blue Capital
California
$262K
FA
2928
Fagan Associates
New York
$261K
LFGH
2929
Lee Financial Group Hawaii
Hawaii
$261K
BHC
2930
Bowen Hanes & Co
Florida
$260K
GAM
2931
Garrison Asset Management
Arkansas
$260K +$102 +1 +0%
HFS
2932
HBC Financial Services
Washington
$260K +$1.84K +18 +0.8%
FWM
2933
Fingerlakes Wealth Management
New York
$259K +$1.64K +16 +0.7%
RPA
2934
Rock Point Advisors
Vermont
$259K -$35.8K -350 -13%
IP
2935
Isthmus Partners
Wisconsin
$258K
PWM
2936
PRW Wealth Management
Massachusetts
$257K +$237K +2,319 New
CC
2937
Corton Capital
Ontario, Canada
$257K +$237K +2,316 New
BA
2938
Bridge Advisory
California
$256K +$236K +2,309 New
EA
2939
Eclectic Associates
California
$256K +$236K +2,309 New
WDL
2940
Well Done LLC
Michigan
$256K +$236K +2,308 New
VAS
2941
Valicenti Advisory Services
New York
$256K -$15.3K -150 -6%
SFS
2942
Starfox Financial Services
Texas
$256K +$236K +2,306 New
EA
2943
Echo45 Advisors
California
$256K +$236K +2,304 New
TW
2944
Towerpoint Wealth
California
$255K -$39.6K -387 -14%
EWM
2945
Endowment Wealth Management
Wisconsin
$255K +$235K +2,299 New
DSN
2946
D. Scott Neal
Kentucky
$255K -$22.5K -220 -9%
SWM
2947
SFG Wealth Management
Maryland
$255K +$235K +2,296 New
NC
2948
NBW Capital
Massachusetts
$254K +$234K +2,292 New
GBWM
2949
Granite Bay Wealth Management
New Hampshire
$254K +$234K +2,292 New
WI
2950
Wedgewood Investors
Pennsylvania
$254K +$234K +2,286 New