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Name Holding Trade Value Shares
Change
Change in
Stake
Gerber Kawasaki Wealth & Investment Management
2326
Gerber Kawasaki Wealth & Investment Management
California
$566K +$120K +803 +27%
AA
2327
Altrafin AG
$565K -$41.4K -278 -7%
BCA
2328
Bay Capital Advisors
Virginia
$565K -$8.48K -57 -1%
RFP
2329
Root Financial Partners
California
$565K +$119K +798 +27%
CFA
2330
Capstone Financial Advisors
Illinois
$565K -$2.68K -18 -0.5%
RSWA
2331
Robinson Smith Wealth Advisors
Maine
$564K +$2.83K +19 +0.5%
EFP
2332
Elser Financial Planning
Indiana
$563K +$285K +1,917 +104%
RPGK
2333
Retirement Planning Group (Kansas)
Kansas
$563K -$49.4K -332 -8%
CF
2334
Claris Financial
Virginia
$563K – – –
FCA
2335
FLC Capital Advisors
California
$563K -$22.3K -150 -4%
AA
2336
Auxano Advisors
Washington
$560K -$377K -2,533 -40%
LSC
2337
Lesa Sroufe & Co
Washington
$559K +$555K +3,727 New
ISWM
2338
Independent Solutions Wealth Management
New York
$559K +$72.3K +486 +15%
Capital Wealth Planning
2339
Capital Wealth Planning
Florida
$558K +$135K +906 +32%
FB
2340
Finward Bancorp
Indiana
$558K -$59.8K -402 -10%
CGFA
2341
Colton Groome Financial Advisors
North Carolina
$557K -$102K -685 -14%
AIC
2342
Argus Investors Counsel
New York
$557K -$228K -1,530 -29%
VPP
2343
Vertex Planning Partners
Illinois
$556K -$24.6K -165 -4%
PWAM
2344
Papamarkou Wellner Asset Management
New York
$555K -$802K -5,390 -59%
CBT
2345
Central Bank & Trust
Kentucky
$555K +$25.3K +170 +5%
CWM
2346
Cranbrook Wealth Management
Michigan
$554K -$744 -5 -0.1%
S
2347
Sachetta
Massachusetts
$553K -$43K -289 -7%
DWM
2348
DecisionMap Wealth Management
Virginia
$552K +$67.4K +453 +14%
BDL
2349
Banque de Luxembourg
Luxembourg
$552K +$163K +1,097 +42%
AIM
2350
Aurora Investment Managers
Florida
$551K -$48.2K -324 -8%