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Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1226
First Hawaiian Bank
Hawaii
$211K -$2.09M -28,549 -91%
SMA
1227
Sage Mountain Advisors
Georgia
$211K -$48.4K -660 -19%
RZH
1228
Relyea Zuckerberg Hanson
Connecticut
$210K -$4.4K -60 -2%
PBC
1229
Pavion Blue Capital
California
$210K
NQWM
1230
Northwest Quadrant Wealth Management
Oregon
$210K -$14.4K -197 -7%
CGH
1231
CMG Global Holdings
Texas
$210K
CIC
1232
Crawford Investment Counsel
Georgia
$209K -$733 -10 -0.4%
PAMG
1233
Patton Albertson Miller Group
Tennessee
$209K -$90.2K -1,230 -31%
FFG
1234
Fortem Financial Group
California
$209K -$80K -1,091 -28%
APA
1235
Astoria Portfolio Advisors
New York
$209K -$9.68K -132 -4%
MSG
1236
Main Street Group
Virginia
$209K
TPW
1237
Transatlantique Private Wealth
New York
$209K +$204K +2,779 New
FA
1238
Fiduciary Alliance
South Carolina
$207K -$31.8K -434 -14%
PWA
1239
Prairie Wealth Advisors
Nebraska
$207K +$202K +2,753 New
WIM
1240
WealthPlan Investment Management
Nebraska
$206K -$35.4K -483 -15%
JSW
1241
Journey Strategic Wealth
New Jersey
$205K +$5.86K +80 +3%
TAM
1242
Tucker Asset Management
Colorado
$204K +$23.7K +323 +13%
TNA
1243
True North Advisors
Texas
$204K +$199K +2,718 New
ACL
1244
Applied Capital LLC
Florida
$202K
JC
1245
JB Capital
Connecticut
$202K +$367 +5 +0.2%
DAS
1246
Dynamic Advisor Solutions
Arizona
$202K +$197K +2,693 New
BIG
1247
Brooklyn Investment Group
New York
$202K +$93.8K +1,280 +91%
EIP
1248
Ellis Investment Partners
Pennsylvania
$202K +$1.25K +17 +0.6%
FGWP
1249
Founders Grove Wealth Partners
Virginia
$201K -$2.35K -32 -1%
TWM
1250
Trueblood Wealth Management
Ohio
$200K -$806 -11 -0.4%