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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1476
Fortune Financial Advisors
Kansas
$266K +$272K +3,983 New
CCFM
1477
Clear Creek Financial Management
Washington
$266K -$19.4K -284 -7%
XWM
1478
Xcel Wealth Management
Florida
$265K
CCA
1479
Cobblestone Capital Advisors
New York
$265K -$40.9K -600 -13%
TWM
1480
Thrive Wealth Management
Pennsylvania
$265K -$136K -1,991 -33%
BFO
1481
Boston Family Office
Massachusetts
$264K -$12.6K -185 -4%
GS
1482
Gagnon Securities
New York
$263K +$23.5K +345 +10%
IEFM
1483
IQ EQ Fund Management
Ireland
$263K +$53K +777 +25%
CPIG
1484
Chicago Partners Investment Group
Illinois
$263K -$127K -1,864 -34%
WCM
1485
Whitener Capital Management
North Carolina
$262K -$26.9K -395 -9%
AFG
1486
Albion Financial Group
Utah
$259K -$131K -1,927 -33%
RA
1487
Rational Advisors
New York
$259K +$224K +3,288 +552%
NFP
1488
Narus Financial Partners
Utah
$258K +$264K +3,867 New
Point72 Asset Management
1489
Point72 Asset Management
Connecticut
$256K -$20M -292,769 -99%
EW
1490
Evoke Wealth
California
$253K -$9.48K -139 -4%
WAL
1491
W Advisors LLC
Tennessee
$253K
HI
1492
Humankind Investments
New York
$253K +$259K +3,795 New
VCM
1493
Virtue Capital Management
Tennessee
$253K +$8.18K +120 +3%
OFG
1494
Oxford Financial Group
Indiana
$252K +$54.9K +806 +27%
LFA
1495
Laraway Financial Advisors
Minnesota
$250K -$6.82K -100 -3%
FNBSF
1496
First National Bank Sioux Falls
South Dakota
$250K
GCM
1497
Graham Capital Management
Connecticut
$250K -$953K -13,978 -79%
LB
1498
Legacy Bridge
Iowa
$250K -$43.8K -643 -15%
G
1499
GenTrust
Florida
$250K -$90.5K -1,327 -26%
T
1500
TCWP
Ohio
$249K -$64.4K -945 -20%