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Name Holding Trade Value Shares
Change
Change in
Stake
B
2926
Bellecapital
Switzerland
$250K -$39.8K -369 -13%
PF
2927
Prosperitas Financial
California
$250K +$262K +2,429 New
WA
2928
Wealthstream Advisors
New York
$248K -$3.45K -32 -1%
OA
2929
Operose Advisors
Wisconsin
$247K +$218K +2,026 +537%
FWM
2930
FFT Wealth Management
Pennsylvania
$247K
RCG
2931
Rock Creek Group
District of Columbia
$247K -$74K -687 -22%
BONST
2932
Bank of Nova Scotia Trust
Ontario, Canada
$247K -$53.9K -500 -17%
BCM
2933
Blume Capital Management
California
$247K -$10.8K -100 -4%
AWA
2934
Alaska Wealth Advisors
Alaska
$246K
SFP
2935
Sandbox Financial Partners
Maryland
$245K -$754 -7 -0.3%
MA
2936
McBroom & Associates
Nevada
$244K +$39.6K +367 +18%
BRG
2937
Bay Rivers Group
Virginia
$244K
CWS
2938
Cypress Wealth Services
California
$244K
SNBOSD
2939
Security National Bank of So Dak
Iowa
$243K -$13.6K -126 -5%
W
2940
WorthPointe
California
$243K +$54.2K +503 +27%
PWM
2941
PRW Wealth Management
Massachusetts
$243K
GFL
2942
Granite FO LLC
New Hampshire
$243K +$30.1K +279 +13%
TC
2943
Trilogy Capital
California
$242K -$106K -986 -30%
PBC
2944
Pavion Blue Capital
California
$242K -$1.08K -10 -0.4%
WCA
2945
Waypoint Capital Advisors
Minnesota
$241K +$12K +111 +5%
NC
2946
NovaPoint Capital
Georgia
$241K +$15.4K +143 +7%
IAG
2947
Investment Advisory Group
Massachusetts
$241K +$431 +4 +0.2%
TW
2948
Towerpoint Wealth
California
$241K +$862 +8 +0.3%
EBWM
2949
Eagle Bluffs Wealth Management
Missouri
$241K -$5.71K -53 -2%
WAOI
2950
Wealth Advisors of Iowa
Iowa
$240K +$1.4K +13 +0.6%