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Name Holding Trade Value Shares
Change
Change in
Stake
PP
276
PDS Planning
Ohio
$336K +$12.3K +288 +4%
CIAM
277
Caitong International Asset Management
Hong Kong
$325K +$240K +5,627 +234%
RYIA
278
Roehl & Yi Investment Advisors
Oregon
$318K +$1.2K +28 +0.4%
RPA
279
Rock Point Advisors
Vermont
$316K +$7.47K +175 +2%
CFG
280
Certior Financial Group
Pennsylvania
$310K +$38.9K +911 +14%
MIP
281
Marietta Investment Partners
Wisconsin
$301K
WA
282
Waverly Advisors
Alabama
$301K +$318K +7,457 New
FRA
283
Frank Rimerman Advisors
California
$299K +$22.5K +527 +8%
CGL
284
Clarius Group LLC
Washington
$295K -$22.3K -523 -7%
WA
285
Wealth Alliance
New York
$294K -$83.8K -1,963 -21%
IWA
286
Icon Wealth Advisors
Texas
$293K -$30.1K -704 -9%
DP
287
Dearborn Partners
Illinois
$287K +$8.15K +191 +3%
PAM
288
Panagora Asset Management
Massachusetts
$284K +$300K +7,016 New
AP
289
Anchyra Partners
Georgia
$281K +$297K +6,958 New
NG
290
Norden Group
Utah
$280K -$158K -3,697 -35%
KP
291
Keel Point
Alabama
$280K +$16.4K +384 +6%
HH
292
Hilltop Holdings
Texas
$276K -$14.3K -336 -5%
SRC
293
Sage Rhino Capital
California
$274K -$20.3K -476 -7%
ACC
294
Acorn Creek Capital
Colorado
$274K -$5.08K -119 -2%
AWM
295
Athena Wealth Management
Nevada
$273K +$288K +6,755 New
NED
296
Nancy E. Dempze
$273K +$34.2K +800 +13%
NWP
297
NerdWallet Wealth Partners
New York
$269K
EL
298
EWA LLC
Pennsylvania
$265K +$33.9K +793 +14%
AWM
299
Aprio Wealth Management
Georgia
$259K -$65.2K -1,527 -20%
NWAG
300
Net Worth Advisory Group
Utah
$258K +$48.3K +1,132 +22%