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Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
1251
Valley Brook Capital Group
Pennsylvania
$251K +$8.9K +101 +4%
PCA
1252
Pallas Capital Advisors
Massachusetts
$251K +$52.7K +598 +26%
WF
1253
Welch & Forbes
Massachusetts
$250K -$14.9K -169 -6%
PA
1254
PSI Advisors
Florida
$250K +$8.63K +98 +4%
OP
1255
Oath Planning
Oklahoma
$249K
CWM
1256
Collaborative Wealth Management
Florida
$249K
KFS
1257
Kaizen Financial Strategies
California
$249K +$2.82K +32 +1%
CSIA
1258
Carl Stuart Investment Advisor
Texas
$248K +$251K +2,852 New
AFG
1259
Atomi Financial Group
New York
$247K -$17.2K -195 -6%
FCA
1260
Fortis Capital Advisors
Kansas
$245K -$753K -8,552 -75%
BCP
1261
Blue Chip Partners
Michigan
$245K +$2.91K +33 +1%
PSP
1262
Principal Street Partners
Tennessee
$245K
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$244K -$4.32K -49 -2%
AMBIA
1264
Allen Mooney & Barnes Investment Advisors
Georgia
$243K
MHIC
1265
Marble Harbor Investment Counsel
Massachusetts
$243K
IC
1266
IEQ Capital
California
$243K
SFG
1267
Sovereign Financial Group
Connecticut
$242K -$1.32K -15 -0.5%
RCAG
1268
Rehmann Capital Advisory Group
Michigan
$242K +$7.58K +86 +3%
EGM
1269
Engineers Gate Manager
New York
$242K +$245K +2,779 New
TSMHT
1270
Thurston Springer Miller Herd & Titak
Indiana
$241K +$3.52K +40 +1%
WPA
1271
West Paces Advisors
Georgia
$241K -$16.6K -188 -6%
HIC
1272
Holderness Investments Company
North Carolina
$240K
Los Angeles Capital Management
1273
Los Angeles Capital Management
California
$240K
HWM
1274
HighMark Wealth Management
Minnesota
$239K +$242K +2,750 New
PWA
1275
Physician Wealth Advisors
Utah
$239K +$1.76K +20 +0.7%