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Name Holding Trade Value Shares
Change
Change in
Stake
YWS
2276
Yarger Wealth Strategies
Ohio
$727K -$13K -138 -2%
SFO
2277
Stokes Family Office
Louisiana
$726K -$54.6K -582 -8%
TF
2278
Trek Financial
Arizona
$725K -$106K -1,129 -14%
PTB
2279
Pioneer Trust Bank
Oregon
$724K
PNAA
2280
Pictet North America Advisors
Switzerland
$724K
KCFA
2281
Key Client Fiduciary Advisors
New Jersey
$724K -$28.7K -306 -4%
TWP
2282
Tempus Wealth Planning
California
$723K +$70.8K +754 +12%
SWM
2283
Sendero Wealth Management
Texas
$720K -$5.91K -63 -0.9%
RWP
2284
Ridgecrest Wealth Partners
California
$720K -$326K -3,478 -34%
CDWM
2285
Campbell Deegan Wealth Management
Virginia
$719K +$124K +1,325 +24%
TIA
2286
Tiemann Investment Advisors
California
$718K -$39.9K -425 -6%
OL
2287
one8zero8 LLC
North Carolina
$718K +$49.7K +529 +8%
TWP
2288
Tower Wealth Partners
Pennsylvania
$717K +$87.8K +935 +16%
FWI
2289
Facet Wealth Inc
Maryland
$717K +$69.7K +742 +12%
APIM
2290
Agate Pass Investment Management
Washington
$716K -$3.75K -40 -0.6%
TP
2291
TritonPoint Partners
Maryland
$716K +$633K +6,746 New
IRAG
2292
Investment Research & Advisory Group
Georgia
$716K +$16K +170 +3%
PA
2293
Promethium Advisors
Maryland
$714K
AOWM
2294
Asset One Wealth Management
Washington
$714K +$591K +6,294 New
IP
2295
Ignite Planners
California
$713K +$55.8K +594 +10%
OPA
2296
Old Port Advisors
Maine
$712K -$3.29K -35 -0.5%
AMG
2297
Asset Management Group
Connecticut
$708K -$14.6K -156 -2%
WI
2298
WrapManager Inc
California
$707K -$49.4K -526 -7%
PWP
2299
Phillips Wealth Planners
Mississippi
$707K +$204K +2,177 +52%
BIA
2300
Bigelow Investment Advisors
Maine
$707K -$38.3K -408 -6%