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Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
826
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$6.62K +46 +2%
BCM
827
Brookstone Capital Management
Illinois
$241K -$15.7K -109 -5%
BWA
828
Bordeaux Wealth Advisors
California
$241K -$97.2K -676 -25%
TNA
829
True North Advisors
Texas
$240K
PS
830
Planned Solutions
California
$240K -$12.2K -85 -4%
MHIC
831
Marble Harbor Investment Counsel
Massachusetts
$239K
SW
832
SVB Wealth
Massachusetts
$239K +$294K +2,045 New
EAM
833
Empirical Asset Management
Massachusetts
$238K
MA
834
Montag & Associates
Georgia
$238K
PJWM
835
Philip James Wealth Mangement
Georgia
$236K -$4.46K -31 -2%
FFA
836
Founders Financial Alliance
North Carolina
$236K +$9.64K +67 +3%
UF
837
Univest Financial
Pennsylvania
$236K
TWP
838
Tyche Wealth Partners
Texas
$236K -$12.5K -87 -4%
SG
839
StoneX Group
New York
$236K -$28.5K -198 -9%
PP
840
Patten & Patten
Tennessee
$234K
SWM
841
Segment Wealth Management
Texas
$234K
FWP
842
FAS Wealth Partners
Kansas
$234K +$144 +1 +0%
UPS
843
UHLMANN PRICE SECURITIES
Illinois
$234K -$6.76K -47 -2%
WG
844
Wealth Group
North Carolina
$234K +$87.6K +609 +44%
SAA
845
Southeast Asset Advisors
Georgia
$233K
GD
846
Grandfield & Dodd
New York
$232K
CPA
847
Court Place Advisors
Maryland
$231K -$43.2K -300 -13%
LFS
848
Leibman Financial Services
Nebraska
$230K
IC
849
IEQ Capital
California
$230K -$1.65M -11,482 -85%
PWA
850
Prairie Wealth Advisors
Nebraska
$230K -$39.1K -272 -12%