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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2301
Trellis Advisors
Washington
$267K -$6.64K -420 -2%
RWP
2302
RWA Wealth Partners
Massachusetts
$267K +$62.4K +3,950 +22%
CIC
2303
Crawford Investment Counsel
Georgia
$266K -$859K -54,350 -71%
NRI
2304
NFP Retirement Inc
California
$265K -$36.5K -2,310 -10%
PFA
2305
Pathway Financial Advisors
Vermont
$265K -$47.4K -3,000 -12%
AWA
2306
Amplius Wealth Advisors
Pennsylvania
$265K +$18.5K +1,170 +6%
S
2307
swisspartners
Liechtenstein
$265K +$31.6K +2,000 +10%
FWTB
2308
First Western Trust Bank
Colorado
$264K -$64.5K -4,080 -16%
MAG
2309
MRA Advisory Group
New Jersey
$262K +$29.7K +1,880 +9%
SW
2310
Solidarity Wealth
Utah
$261K -$1.42K -90 -0.5%
GWA
2311
GGM Wealth Advisors
Maryland
$261K
SPWM
2312
Straight Path Wealth Management
Michigan
$261K +$340K +21,500 New
TI
2313
Truepoint Inc
Ohio
$260K
FWI
2314
Facet Wealth Inc
Maryland
$260K +$55.2K +3,490 +24%
FNB
2315
Farmers National Bank
Kentucky
$260K
PBC
2316
Pavion Blue Capital
California
$259K
RFP
2317
Roth Financial Partners
Texas
$259K
IA
2318
IFG Advisors
Missouri
$259K +$7.91K +500 +2%
ICP
2319
Interchange Capital Partners
Pennsylvania
$259K +$18.2K +1,150 +6%
UBV
2320
United Bank (Virginia)
Virginia
$259K +$58.8K +3,720 +21%
IMOV
2321
Investment Management of Virginia
Virginia
$259K +$62.4K +3,950 +23%
SWIM
2322
Smallwood Wealth Investment Management
New Jersey
$258K -$47.4K -3,000 -12%
PFA
2323
Pinnacle Family Advisors
Missouri
$258K -$39.8K -2,520 -11%
HR
2324
Howe & Rusling
New York
$258K +$2.06K +130 +0.6%
MPW
2325
Monterey Private Wealth
California
$258K +$5.22K +330 +2%