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Name Holding Trade Value Shares
Change
Change in
Stake
RFN
1426
Redwood Financial Network
Ohio
$209K -$5.85K -83 -3%
SFA
1427
Souders Financial Advisors
Ohio
$209K +$23.2K +329 +12%
WJWM
1428
Williams Jones Wealth Management
New York
$208K -$19K -270 -8%
CA
1429
Claro Advisors
Massachusetts
$207K +$25.9K +367 +13%
6F
1430
626 Financial
Michigan
$207K
ASBI
1431
American State Bank (Iowa)
Iowa
$206K
VCM
1432
Versant Capital Management
Arizona
$206K -$61.2K -868 -22%
ACM
1433
AUA Capital Management
Pennsylvania
$206K
DWM
1434
Drive Wealth Management
Utah
$205K -$29.2K -414 -12%
NI
1435
Natural Investments
California
$205K -$1.69K -24 -0.8%
WPW
1436
Waldron Private Wealth
Pennsylvania
$204K +$13.1K +186 +7%
WIA
1437
Westbourne Investment Advisors
Maryland
$204K +$9.52K +135 +5%
APP
1438
Avantax Planning Partners
Iowa
$203K +$2.47K +35 +1%
PAS
1439
Parsonex Advisory Services
Colorado
$202K -$1.58M -22,378 -88%
AC
1440
Avory & Company
Florida
$202K
EA
1441
Everpar Advisors
Oklahoma
$202K +$18.7K +265 +10%
PW
1442
Pandora Wealth
Illinois
$201K -$2.82K -40 -1%
TAM
1443
Trillium Asset Management
Massachusetts
$201K -$7.05K -100 -3%
CA
1444
Centerpoint Advisors
Massachusetts
$201K
Cohen & Steers
1445
Cohen & Steers
New York
$201K
FNBT
1446
FineMark National Bank & Trust
Florida
$200K -$121K -1,713 -36%
ICM
1447
IMS Capital Management
Oregon
$200K -$12.1K -172 -5%
WAL
1448
W Advisors LLC
Tennessee
$200K
QL
1449
Quarry LP
New York
$193K +$20.5K +291 +11%
HNW
1450
High Note Wealth
Minnesota
$190K +$1.97K +28 +1%