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Name Holding Trade Value Shares
Change
Change in
Stake
PIP
1126
Peachtree Investment Partners
Florida
$1.06M -$94.1K -1,200 -9%
EWA
1127
Etesian Wealth Advisors
Oregon
$1.06M -$203K -2,586 -18%
SFS
1128
Stiles Financial Services
Minnesota
$1.05M -$253K -3,224 -21%
SBIA
1129
Sheaff Brock Investment Advisors
Indiana
$1.05M +$50.7K +646 +6%
TIM
1130
Tevis Investment Management
Texas
$1.05M +$79.2K +1,010 +9%
NIA
1131
NIA Impact Advisors
California
$1.05M -$298K -3,802 -24%
STA
1132
Summit Trail Advisors
New York
$1.04M -$154K -1,970 -14%
IP
1133
Intellectus Partners
California
$1.04M +$322K +4,102 +54%
BIA
1134
Bigelow Investment Advisors
Maine
$1.04M +$16.6K +212 +2%
QWP
1135
Quotient Wealth Partners
Texas
$1.04M -$332K -4,235 -27%
KC
1136
Kadensa Capital
Hong Kong
$1.03M +$917K +11,695 New
PAG
1137
Private Advisory Group
Washington
$1.03M +$19.1K +244 +2%
SC
1138
Searle & Co
Connecticut
$1.02M -$94.1K -1,200 -9%
PFSC
1139
Peoples Financial Services Corp
Pennsylvania
$1.02M -$11.1K -141 -1%
CWS
1140
Confluence Wealth Services
Pennsylvania
$1.02M +$37.3K +475 +4%
MS
1141
Marshall & Sullivan
Washington
$1.02M
LFAS
1142
Level Four Advisory Services
Texas
$1.01M -$35.8K -457 -3%
TBWA
1143
Three Bridge Wealth Advisors
California
$1.01M +$31.1K +397 +4%
Federated Hermes
1144
Federated Hermes
Pennsylvania
$1.01M +$54.8K +699 +7%
CD
1145
Chapin Davis
Maryland
$1.01M +$10.4K +133 +1%
PIM
1146
Profit Investment Management
Maryland
$1.01M
GVAG
1147
Great Valley Advisor Group
Delaware
$1.01M +$41.7K +532 +5%
OCM
1148
One Capital Management
California
$1.01M -$9.25K -118 -1%
I
1149
InceptionR
California
$1.01M +$894K +11,397 New
LFG
1150
Larson Financial Group
Missouri
$1.01M +$490K +6,246 +122%