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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1326
Boston Family Office
Massachusetts
$842K – – –
VCA
1327
Verdence Capital Advisors
Maryland
$842K +$15.5K +149 +2%
PFWA
1328
Paces Ferry Wealth Advisors
Georgia
$841K -$22.9K -221 -3%
PHS
1329
Pekin Hardy Strauss
Illinois
$841K -$15.4K -148 -2%
IAS
1330
IMA Advisory Services
Colorado
$835K +$25.7K +248 +3%
PRS
1331
Pinkerton Retirement Specialists
Idaho
$834K +$874K +8,416 New
AIM
1332
Aigen Investment Management
New York
$833K +$872K +8,405 New
RC
1333
Roundview Capital
New Jersey
$832K +$67.5K +650 +8%
TWM
1334
TriaGen Wealth Management
California
$831K -$7.89K -76 -0.9%
Jump Financial
1335
Jump Financial
Illinois
$830K +$870K +8,379 New
SSWM
1336
Sheets Smith Wealth Management
North Carolina
$829K +$1.04K +10 +0.1%
GIA
1337
GHP Investment Advisors
Colorado
$827K +$149K +1,434 +21%
Wealth Enhancement Advisory Services
1338
Wealth Enhancement Advisory Services
Minnesota
$827K -$95.3K -918 -10%
ASI
1339
Advisory Services & Investments
Oregon
$826K -$3.84K -37 -0.4%
Belpointe Asset Management
1340
Belpointe Asset Management
Nevada
$823K -$1.09M -10,496 -56%
AIM
1341
Alhambra Investment Management
Florida
$821K -$727 -7 -0.1%
CG
1342
Cutler Group
California
$819K +$859K +8,273 New
KMWM
1343
Keudell/Morrison Wealth Management
Oregon
$818K +$519 +5 +0.1%
IHL
1344
Investment House LLC
California
$817K -$10.4K -100 -1%
JIC
1345
Joel Isaacson & Co
New York
$815K +$1.45K +14 +0.2%
RWA
1346
Ropes Wealth Advisors
Massachusetts
$814K -$51.2K -493 -6%
GDP
1347
Great Diamond Partners
Maine
$814K +$7.78K +75 +0.9%
MP
1348
McDonald Partners
Ohio
$809K -$11.3K -109 -1%
RB
1349
Rodgers Brothers
Pennsylvania
$809K +$31.1K +300 +4%
APA
1350
Astoria Portfolio Advisors
New York
$805K +$64.5K +621 +9%