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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1351
Beacon Investment Advisory Services
New Jersey
$228K – – –
BOPW
1352
Brandywine Oak Private Wealth
Pennsylvania
$228K – – –
MBT
1353
Montecito Bank & Trust
California
$228K – – –
FA
1354
Fedenia Advisers
Wisconsin
$228K +$228K +2,000 New
TF
1355
Tompkins Financial
New York
$228K +$228K +2,000 New
Cohen & Steers
1356
Cohen & Steers
New York
$228K – – –
SAMT
1357
Select Asset Management & Trust
Pennsylvania
$228K – – –
AI
1358
Atom Investors
Texas
$227K +$227K +1,989 New
CIA
1359
Caerus Investment Advisors
Texas
$227K +$34.2K +300 +18%
GPA
1360
Guerra Pan Advisors
New Jersey
$226K +$28.5K +250 +14%
CCP
1361
Caden Capital Partners
California
$226K – – –
WE
1362
Wealth Effects
Massachusetts
$226K +$8.56K +75 +4%
MW
1363
Maia Wealth
Colorado
$224K -$29.4K -258 -12%
WG
1364
Welch Group
Alabama
$223K – – –
EWP
1365
E-Wealth Partners
Minnesota
$223K -$342 -3 -0.2%
NC
1366
NovaPoint Capital
Georgia
$223K +$223K +1,953 New
IA
1367
IFG Advisory
Georgia
$223K +$223K +1,950 New
TFIPS
1368
Towarzystwo Funduszy Inwestycyjnych PZU SA
$223K +$36.7K +322 +20%
VBA
1369
von Borstel & Associates
Oregon
$220K +$456 +4 +0.2%
BWM
1370
Baron Wealth Management
Michigan
$220K -$3.42K -30 -2%
TWM
1371
Tanager Wealth Management
United Kingdom
$219K +$218K +1,914 New
KIA
1372
KCM Investment Advisors
California
$218K – – –
RWP
1373
Revolve Wealth Partners
New Jersey
$218K -$36.5K -320 -14%
WSA
1374
Wealth Science Advisors
Georgia
$218K +$23.6K +207 +12%
SWM
1375
SHP Wealth Management
Massachusetts
$216K -$3.42K -30 -2%