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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
751
Wimmer Associates 1
California
$206K +$3.5K +12 +2%
SOW
752
State of Wyoming
Wyoming
$206K +$214K +734 New
FFP
753
FourThought Financial Partners
Florida
$205K +$213K +730 New
FWS
754
FinDec Wealth Services
California
$204K +$213K +729 New
KAS
755
Kestra Advisory Services
Texas
$204K +$212K +728 New
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$212K +726 New
RMCM
757
Reynders McVeigh Capital Management
Massachusetts
$203K
BTI
758
Blue Trust Inc
Georgia
$203K +$158K +543 +357%
SIA
759
Sit Investment Associates
Minnesota
$199K
CFGS
760
Concourse Financial Group Securities
Alabama
$192K -$60.1K -206 -23%
VNA
761
Valley National Advisers
Pennsylvania
$189K
JWM
762
Janiczek Wealth Management
Colorado
$188K +$23.9K +82 +15%
BWP
763
Baldwin Wealth Partners
Massachusetts
$187K +$195K +667 New
GWM
764
Geneos Wealth Management
Colorado
$185K +$89.8K +308 +87%
GC
765
Gould Capital
Washington
$185K
NP
766
Ninepoint Partners
Ontario, Canada
$183K -$44.9K -154 -19%
CT
767
Clearstead Trust
Maine
$182K
Jones Financial Companies
768
Jones Financial Companies
Missouri
$182K
WR
769
WD Rutherford
Oregon
$178K
CFFP
770
Center for Financial Planning
Michigan
$178K
AIC
771
Archer Investment Corporation
Indiana
$178K -$14.6K -50 -7%
WT
772
Washington Trust
Rhode Island
$172K
BAM
773
Belpointe Asset Management
Nevada
$163K +$170K +583 New
CFD
774
Creative Financial Designs
Indiana
$158K -$5.83K -20 -3%
FMII
775
Farmers & Merchants Investments Inc
Nebraska
$156K +$23.3K +80 +17%