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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1076
Level Four Advisory Services
Texas
$309K -$229K -3,005 -42%
BCV
1077
Banque Cantonale Vaudoise
Switzerland
$309K -$199K -2,619 -38%
LWL
1078
Leo Wealth LLC
Texas
$308K +$318K +4,185 New
CRC
1079
Curi RMB Capital
Illinois
$306K +$316K +4,158 New
IWA
1080
Invera Wealth Advisors
Oregon
$306K +$316K +4,152 New
CFP
1081
Catalyst Financial Partners
Massachusetts
$305K -$9.43K -124 -3%
SOW
1082
State of Wyoming
Wyoming
$305K -$189K -2,490 -38%
DIM
1083
Delta Investment Management
California
$305K
CT
1084
Clearstead Trust
Maine
$304K -$12.6K -166 -4%
FRA
1085
Frank Rimerman Advisors
California
$303K -$56.4K -741 -15%
CTC
1086
Central Trust Company
Missouri
$302K +$12.9K +169 +4%
FA
1087
FDx Advisors
Illinois
$299K -$7.23K -95 -2%
BCFD
1088
Boit C.F. David
$297K
GWP
1089
Gen-Wealth Partners
Michigan
$296K -$168K -2,203 -35%
TT
1090
TI-Trust
Illinois
$296K
AC
1091
Armistice Capital
New York
$295K +$305K +4,007 New
BWA
1092
BlueChip Wealth Advisors
Georgia
$295K
VIP
1093
Viewpoint Investment Partners
Alberta, Canada
$295K +$304K +4,000 New
BMWM
1094
Brown Miller Wealth Management
Virginia
$295K
5SA
1095
5th Street Advisors
Connecticut
$295K +$304K +3,997 New
GIA
1096
Gladstone Institutional Advisory
Florida
$294K -$3.04K -40 -1%
LCM
1097
Liberty Capital Management
Michigan
$294K
SWA
1098
Sax Wealth Advisors
New Jersey
$293K +$302K +3,976 New
WB
1099
WesBanco Bank
West Virginia
$293K
VDC
1100
Van Diest Capital
Iowa
$293K +$302K +3,972 New