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Name Holding Trade Value Shares
Change
Change in
Stake
OP
1226
ORG Partners
Indiana
$27.2K +$6.99K +10 +34%
GWS
1227
Greykasell Wealth Strategies
California
$27.2K +$26.6K +38 +3,800%
AAM
1228
Alphadyne Asset Management
New York
$27.2K +$27.3K +39 New
HWA
1229
Heartwood Wealth Advisors
Virginia
$27.2K +$27.3K +39 New
EB
1230
Eastern Bank
Massachusetts
$26.5K – – –
TWD
1231
True Wealth Design
Ohio
$25.8K +$4.89K +7 +23%
KFP
1232
Kerr Financial Planning
California
$25.7K +$28K +40 New
KPP
1233
Kings Path Partners
Texas
$25.1K – – –
FFO
1234
Fortitude Family Office
Arizona
$25.1K +$699 +1 +3%
WSFS
1235
Wilmington Savings Fund Society
Delaware
$24.4K -$1.42M -2,025 -98%
SWP
1236
Strategic Wealth Partners
Ohio
$23K – – –
CAL
1237
Capital Analysts LLC
Pennsylvania
$23K +$6.29K +9 +36%
CVM
1238
Cheviot Value Management
California
$22.9K – – –
AF
1239
Alerus Financial
North Dakota
$22.3K – – –
Kayne Anderson Rudnick Investment Management
1240
Kayne Anderson Rudnick Investment Management
California
$22.2K +$699 +1 +3%
WAS
1241
Winch Advisory Services
Wisconsin
$21.6K – – –
M
1242
MOTCO
Texas
$21.6K +$21.7K +31 New
BOJHT
1243
Bank of Jackson Hole Trust
Wyoming
$20.9K -$25.2K -36 -55%
JWA
1244
JFS Wealth Advisors
Pennsylvania
$20.9K – – –
KG
1245
Kilter Group
New York
$20.9K – – –
FFA
1246
Frazier Financial Advisors
Ohio
$20.6K – – –
PAM
1247
Palisade Asset Management
Minnesota
$20.2K +$20.3K +29 New
WWA
1248
Wealth Watch Advisors
Colorado
$20.2K +$20.3K +29 New
DIP
1249
DT Investment Partners
Pennsylvania
$19.5K – – –
OWP
1250
ORG Wealth Partners
Texas
$18.8K +$11.2K +16 +145%