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Name Holding Trade Value Shares
Change
Change in
Stake
Heffernan Advisory
6076
Heffernan Advisory
Arizona
$285K +$80.9K +200 +35%
Peak Wealth Management
6077
Peak Wealth Management
New Hampshire
$285K +$2.02K +5 +0.7%
Life Planning Partners
6078
Life Planning Partners
Florida
$283K +$8.09K +20 +3%
Pzena Investment Management
6079
Pzena Investment Management
New York
$282K -$2.83K -7 -0.9%
Regatta Research & Money Management
6080
Regatta Research & Money Management
Louisiana
$280K +$305K +755 New
Vistica Wealth Advisors
6081
Vistica Wealth Advisors
California
$280K -$27.1K -67 -8%
PVAMC
6082
PPS&V Asset Management Consultants
Michigan
$280K -$21.4K -53 -7%
Graetz Wealth
6083
Graetz Wealth
Michigan
$275K -$5.26K -13 -2%
Ruane, Cunniff & Goldfarb
6084
Ruane, Cunniff & Goldfarb
New York
$275K – – –
Elite Financial
6085
Elite Financial
Idaho
$272K +$36K +89 +14%
Mendota Financial Group
6086
Mendota Financial Group
Wisconsin
$272K -$9.31K -23 -3%
Cornerstone Wealth Advisors
6087
Cornerstone Wealth Advisors
Minnesota
$271K +$29.9K +74 +11%
Troutman Wealth Management
6088
Troutman Wealth Management
Pennsylvania
$271K -$405 -1 -0.1%
Laurel Wealth Planning
6089
Laurel Wealth Planning
Minnesota
$271K +$26.3K +65 +10%
JDM Financial Group
6090
JDM Financial Group
Texas
$270K +$35.6K +88 +14%
NIA Impact Advisors
6091
NIA Impact Advisors
California
$269K -$2.72M -6,720 -90%
Cedrus Wealth Group LLC
6092
Cedrus Wealth Group LLC
Minnesota
$268K -$1.13M -2,788 -79%
KL
6093
Keenan LLC
Massachusetts
$268K -$7.28K -18 -2%
Base Wealth Management
6094
Base Wealth Management
Florida
$267K -$3.24K -8 -1%
Thryve Wealth Management
6095
Thryve Wealth Management
Texas
$267K -$63.1K -156 -18%
Eddie Patel Inc
6096
Eddie Patel Inc
Illinois
$266K -$379K -936 -57%
Inlight Wealth Management
6097
Inlight Wealth Management
Georgia
$266K +$405 +1 +0.1%
Demming Financial Services
6098
Demming Financial Services
Ohio
$266K +$5.26K +13 +2%
Applied Capital
6099
Applied Capital
Arkansas
$265K +$10.1K +25 +4%
Redwood Park Advisors
6100
Redwood Park Advisors
California
$265K -$111K -274 -28%