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Name Holding Trade Value Shares
Change
Change in
Stake
BW
751
Bison Wealth
Georgia
$206K +$201K +690 New
WA1
752
Wimmer Associates 1
California
$206K +$3.5K +12 +2%
SOW
753
State of Wyoming
Wyoming
$206K +$214K +734 New
FFP
754
FourThought Financial Partners
Florida
$205K +$213K +730 New
FWS
755
FinDec Wealth Services
California
$204K +$213K +729 New
KAS
756
Kestra Advisory Services
Texas
$204K +$212K +728 New
PFGIA
757
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$212K +726 New
RMCM
758
Reynders McVeigh Capital Management
Massachusetts
$203K – – –
BTI
759
Blue Trust Inc
Georgia
$203K +$158K +543 +357%
SIA
760
Sit Investment Associates
Minnesota
$199K – – –
CFGS
761
Concourse Financial Group Securities
Alabama
$192K -$60.1K -206 -23%
VNA
762
Valley National Advisers
Pennsylvania
$189K – – –
JWM
763
Janiczek Wealth Management
Colorado
$188K +$23.9K +82 +15%
BWP
764
Baldwin Wealth Partners
Massachusetts
$187K +$195K +667 New
GWM
765
Geneos Wealth Management
Colorado
$185K +$89.8K +308 +87%
GC
766
Gould Capital
Washington
$185K – – –
NP
767
Ninepoint Partners
Ontario, Canada
$183K -$44.9K -154 -19%
CT
768
Clearstead Trust
Maine
$182K – – –
Jones Financial Companies
769
Jones Financial Companies
Missouri
$182K – – –
WR
770
WD Rutherford
Oregon
$178K – – –
CFFP
771
Center for Financial Planning
Michigan
$178K – – –
AIC
772
Archer Investment Corporation
Indiana
$178K -$14.6K -50 -7%
WT
773
Washington Trust
Rhode Island
$172K – – –
BAM
774
Belpointe Asset Management
Nevada
$163K +$170K +583 New
CFD
775
Creative Financial Designs
Indiana
$158K -$5.83K -20 -3%