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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2426
Patron Partners
Texas
$10M -$466K -2,504 -4%
CSPIA
2427
Cary Street Partners Investment Advisory
Virginia
$10M +$888K +4,773 +10%
HT
2428
Heritage Trust
Oklahoma
$10M -$241K -1,295 -2%
SPWM
2429
Spartan Planning & Wealth Management
North Carolina
$10M +$1.07M +5,733 +12%
SCM
2430
Sitrin Capital Management
California
$10M -$18.4K -99 -0.2%
AWAU
2431
Alliance Wealth Advisors (Utah)
Utah
$10M -$1.42M -7,629 -12%
LRWA
2432
Long Run Wealth Advisors
New York
$9.99M +$453K +2,432 +5%
SP
2433
SWS Partners
Ohio
$9.98M -$6.89K -37 -0.1%
PWA
2434
Physician Wealth Advisors
Utah
$9.98M -$1.07M -5,751 -10%
LFS
2435
Legacy Financial Strategies
Kansas
$9.97M +$256K +1,377 +3%
LJHT
2436
Laurie J. Hall Trustee
$9.95M -$2.67M -14,364 -21%
LGA
2437
Lebenthal Global Advisors
New York
$9.93M +$1.04M +5,597 +12%
RPCONE
2438
Retirement Planning Company of New England
Rhode Island
$9.92M -$290K -1,556 -3%
HR
2439
Hardy Reed
Mississippi
$9.91M -$523K -2,809 -5%
RF
2440
Robbins Farley
New Hampshire
$9.9M -$254K -1,364 -3%
TWM
2441
Triton Wealth Management
Arizona
$9.9M +$103K +552 +1%
HCP
2442
Hexagon Capital Partners
Arkansas
$9.89M +$59.9K +322 +0.6%
PP
2443
Paloma Partners
Connecticut
$9.88M +$6.14M +33,000 +165%
ACM
2444
Alpha Capital Management
Texas
$9.86M -$255K -1,371 -3%
NHC
2445
Nicholas Hoffman & Company
Georgia
$9.85M -$65.1K -350 -0.7%
LIP
2446
Lighthouse Investment Partners
Florida
$9.83M +$6.22M +33,403 +173%
RCA
2447
Ranch Capital Advisors
Florida
$9.83M -$2.42K -13 -0%
RWS
2448
Resolute Wealth Strategies
Mississippi
$9.82M +$457K +2,457 +5%
SFP
2449
Sandbox Financial Partners
Maryland
$9.81M +$176K +943 +2%
HW
2450
HORAN Wealth
Ohio
$9.81M +$299K +1,608 +3%