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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
726
WealthPlan Investment Management
Nebraska
$252K +$1.74K +17 +0.7%
CSPIA
727
Cary Street Partners Investment Advisory
Virginia
$252K +$307 +3 +0.1%
Arkadios Wealth Advisors
728
Arkadios Wealth Advisors
Georgia
$250K -$60.1K -586 -20%
AFT
729
Alpha Family Trust
California
$249K – – –
Diversify Advisory Services
730
Diversify Advisory Services
Utah
$248K +$210K +2,045 New
ICP
731
Interchange Capital Partners
Pennsylvania
$248K -$20.7K -202 -8%
IHT Wealth Management
732
IHT Wealth Management
Illinois
$247K -$1.64K -16 -0.7%
AC
733
Avenir Corporation
Virginia
$246K – – –
MPWS
734
McCarter Private Wealth Services
Massachusetts
$246K – – –
Federated Hermes
735
Federated Hermes
Pennsylvania
$245K -$410 -4 -0.2%
KIG
736
Kessler Investment Group
Indiana
$245K -$6.46K -63 -3%
MW
737
Marble Wealth
Alabama
$244K +$228K +2,225 New
71 West Capital Partners
738
71 West Capital Partners
Massachusetts
$243K +$228K +2,221 New
CIA
739
Caerus Investment Advisors
Texas
$243K +$228K +2,220 New
AFC
740
Avise Financial Cooperative
California
$243K +$227K +2,216 New
TCWA
741
Turtle Creek Wealth Advisors
Texas
$242K +$227K +2,213 New
Summit Financial
742
Summit Financial
New Jersey
$239K +$7.79K +76 +4%
NorthRock Partners
743
NorthRock Partners
Minnesota
$239K -$526K -5,133 -69%
FWA
744
FSM Wealth Advisors
Ohio
$239K +$224K +2,181 New
TCM
745
Traynor Capital Management
Pennsylvania
$237K +$102 +1 +0%
Geneos Wealth Management
746
Geneos Wealth Management
Colorado
$237K +$21.9K +214 +11%
MK
747
MASTERINVEST Kapitalanlage
$236K – – –
PFM
748
Patton Fund Management
Texas
$235K -$25.6K -250 -10%
AWM
749
Aprio Wealth Management
Georgia
$235K +$199K +1,944 New
TCBWMS
750
Texas Capital Bank Wealth Management Services
Texas
$232K +$217K +2,122 New