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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2651
Sage Rhino Capital
California
$281K -$25.3K -651 -8%
AIA
2652
Arbor Investment Advisors
North Carolina
$281K
HWA
2653
Heartwood Wealth Advisors
Virginia
$280K
JWM
2654
Jessup Wealth Management
Ohio
$280K -$26.6K -683 -8%
GC
2655
GFG Capital
Florida
$279K +$296K +7,609 New
BWM
2656
BigSur Wealth Management
Florida
$277K
ICP
2657
Interchange Capital Partners
Pennsylvania
$277K -$256K -6,566 -47%
AA
2658
Addison Advisors
Vermont
$277K -$16.2K -416 -5%
CCA
2659
Column Capital Advisors
Indiana
$277K -$34.5K -887 -5%
SLA
2660
Silver Lake Advisory
Utah
$277K +$350 +9 +0.1%
SSW
2661
Stone Summit Wealth
Florida
$276K -$18.4K -472 -6%
LFG
2662
Lazard Frères Gestion
France
$276K -$9.73K -250 -3%
PWMG
2663
Provence Wealth Management Group
California
$276K -$13.9K -358 -5%
FA
2664
Financial Alternatives
California
$275K
GA
2665
Gateway Advisory
New Jersey
$275K -$2.37K -61 -0.8%
TW
2666
Towerpoint Wealth
California
$274K +$234 +6 +0.1%
CAM
2667
Claret Asset Management
Quebec, Canada
$274K +$7.28K +187 +3%
DI
2668
DAGCO Inc
Ohio
$274K
NJBEST
2669
New Jersey Better Educational Savings Trust
New Jersey
$274K
AWP
2670
Atlas Wealth Partners
Pennsylvania
$273K +$284K +7,302 New
VPP
2671
Vertex Planning Partners
Illinois
$273K +$23.4K +602 +9%
IWA
2672
Inspirion Wealth Advisors
Illinois
$272K -$39 -1 -0%
PA
2673
Parkside Advisors
California
$271K
AWC
2674
Adamsbrown Wealth Consultants
Kansas
$270K +$3K +77 +1%
SCM
2675
Stonehearth Capital Management
Massachusetts
$270K -$72.9K -1,872 -20%