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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1126
Whitener Capital Management
North Carolina
$277K -$20.4K -90 -7%
NMC
1127
Nine Masts Capital
Hong Kong
$276K +$281K +1,241 New
IA
1128
Invested Advisors
Pennsylvania
$276K -$4.07K -18 -1%
FWMP
1129
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276K +$280K +1,238 New
GIP
1130
Granite Investment Partners
California
$275K – – –
FNBOO
1131
First National Bank of Omaha
Nebraska
$274K +$272K +1,200 New
GA
1132
GSG Advisors
New Jersey
$274K +$6.34K +28 +2%
SWM
1133
Spire Wealth Management
Virginia
$273K -$6.34K -28 -2%
PWM
1134
Pathway Wealth Management
Texas
$273K – – –
SF
1135
Symphony Financial
Texas
$272K -$112K -497 -29%
WA
1136
Waddell & Associates
Tennessee
$271K +$275K +1,217 New
PCM
1137
Poehling Capital Management
Wisconsin
$271K – – –
W
1138
Wealthquest
Ohio
$270K +$5.43K +24 +2%
NCM
1139
Novare Capital Management
North Carolina
$270K -$28.3K -125 -9%
BTI
1140
Blue Trust Inc
Georgia
$269K +$90.3K +399 +49%
KAS
1141
KPP Advisory Services
Kentucky
$269K – – –
OF
1142
Optimize Financial
California
$268K -$905 -4 -0.3%
SCS
1143
Sound Capital Solutions
Florida
$268K +$273K +1,204 New
FLPIM
1144
F.L. Putnam Investment Management
Massachusetts
$268K -$3.4K -15 -1%
PC
1145
Port Capital
Illinois
$268K -$20.4K -90 -7%
AT
1146
Avalon Trust
New Mexico
$267K -$67.9K -300 -20%
I2I
1147
Insight 2811 Inc
Illinois
$267K +$272K +1,200 New
ML
1148
McAdam LLC
Pennsylvania
$267K +$272K +1,200 New
FAN
1149
Financial Advisors Network
California
$266K – – –
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$266K – – –