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Name Holding Trade Value Shares
Change
Change in
Stake
SPW
4801
Surience Private Wealth
Washington
$759K -$503K -1,242 -41%
HA
4802
HC Advisors
Georgia
$758K -$1.21K -3 -0.2%
RDIA
4803
RE Dickinson Investment Advisors
Iowa
$757K -$11.3K -28 -2%
GA
4804
Gordian Advisors
Arizona
$756K -$810 -2 -0.1%
BGAI
4805
Bruce G. Allen Investments
Colorado
$755K -$36.8K -91 -5%
EPP
4806
ETF Portfolio Partners
Kansas
$753K
ES
4807
ETF Store
Kansas
$751K +$33.2K +82 +5%
CFGF
4808
Compass Financial Group (Florida)
Florida
$742K +$365K +901 +104%
BWIA
4809
Bryant Woods Investment Advisors
New York
$741K +$31.2K +77 +5%
FIC
4810
Family Investment Center
Missouri
$739K +$50.2K +124 +8%
BF
4811
Blankinship & Foster
California
$736K -$74.1K -183 -9%
LWIC
4812
Leith Wheeler Investment Counsel
British Columbia, Canada
$735K +$250K +617 +55%
AWMNH
4813
Arcadia Wealth Management (New Hampshire)
New Hampshire
$734K +$110K +272 +18%
GCGDR
4814
Geo Capital Gestora de Recursos
Brazil
$734K -$1.67M -4,125 -70%
BSWM
4815
Boston Standard Wealth Management
Massachusetts
$724K -$71.2K -176 -9%
CPA
4816
Clear Point Advisors
New York
$724K +$74.1K +183 +12%
AFG
4817
Arkansas Financial Group
Arkansas
$723K
DWMS
4818
Dominguez Wealth Management Solutions
Virginia
$723K +$810 +2 +0.1%
PP
4819
PFS Partners
New Jersey
$721K -$13.8K -34 -2%
DWA
4820
Delta Wealth Advisors
Indiana
$720K +$693K +1,712 New
SWM
4821
Shakespeare Wealth Management
Wisconsin
$720K +$1.21K +3 +0.2%
DFA
4822
DHJJ Financial Advisors
Illinois
$720K -$3.64K -9 -0.5%
NRA
4823
NSI Retail Advisors
Pennsylvania
$716K -$121K -300 -15%
KIM
4824
Karpus Investment Management
New York
$715K
WWM
4825
Wiser Wealth Management
Georgia
$715K +$162K +399 +31%