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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
3076
Falcon Wealth Planning
California
$318K +$4.19K +34 +1%
LB
3077
Legacy Bridge
Iowa
$317K
AR
3078
Apeiron RIA
Texas
$317K +$13.9K +113 +5%
BWM
3079
Baron Wealth Management
Michigan
$317K -$37.6K -305 -11%
FA
3080
FSA Advisors
Michigan
$317K +$49.5K +402 +20%
LWA
3081
Lantern Wealth Advisors
New York
$313K +$18.5K +150 +7%
BRG
3082
Bay Rivers Group
Virginia
$312K
NECFA
3083
New England Capital Financial Advisors
Connecticut
$312K +$1.73K +14 +0.6%
WAOI
3084
Wealth Advisors of Iowa
Iowa
$311K +$1.48K +12 +0.5%
TW
3085
Towerpoint Wealth
California
$310K -$493 -4 -0.2%
KFA
3086
Krane Funds Advisors
New York
$310K +$293K +2,379 New
GWM
3087
Gray Wealth Management
Maine
$310K +$24.7K +200 +9%
IPWA
3088
International Private Wealth Advisors
California
$309K +$289K +2,345 New
B
3089
Bellecapital
Switzerland
$309K
SNBOSD
3090
Security National Bank of So Dak
Iowa
$309K -$1.23K -10 -0.4%
BA
3091
Ballast Advisors
Minnesota
$308K -$76.2K -618 -21%
EBWM
3092
Eagle Bluffs Wealth Management
Missouri
$308K -$370 -3 -0.1%
NC
3093
NovaPoint Capital
Georgia
$306K -$7.03K -57 -2%
TC
3094
Trust Company
Kansas
$306K -$41K -333 -13%
WFA
3095
WestHill Financial Advisors
California
$305K +$41.3K +335 +17%
PFA
3096
Pathway Financial Advisors
Vermont
$305K +$42.3K +343 +17%
BBPWM
3097
Blue Bell Private Wealth Management
Pennsylvania
$304K -$5.18K -42 -2%
Vanguard Capital Wealth Advisors
3098
Vanguard Capital Wealth Advisors
Colorado
$304K +$493 +4 +0.2%
WWP
3099
WR Wealth Planners
Missouri
$304K +$13.7K +111 +5%
FA
3100
Fiducient Advisors
Illinois
$304K -$275K -2,229 -49%