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Name Holding Trade Value Shares
Change
Change in
Stake
DE
1251
Diversified Enterprises
Delaware
$237K -$11K -145 -5%
DCM
1252
Dorato Capital Management
Colorado
$237K – – –
FA
1253
FDx Advisors
Illinois
$236K -$91.4K -1,207 -30%
HR
1254
Hardy Reed
Mississippi
$236K -$1.97K -26 -0.9%
TPA
1255
Trivium Point Advisory
Connecticut
$236K +$213K +2,819 New
IAN
1256
Integrated Advisors Network
Texas
$236K +$213K +2,818 New
PL
1257
Perpetual Ltd
Australia
$235K -$681 -9 -0.3%
CWA
1258
CM Wealth Advisors
Ohio
$235K – – –
BPW
1259
BlueDoor Private Wealth
Massachusetts
$234K +$212K +2,804 New
PCG
1260
PFC Capital Group
California
$234K +$212K +2,800 New
CT
1261
Colonial Trust
South Carolina
$233K +$40.9K +540 +24%
TBA
1262
Tower Bridge Advisors
Pennsylvania
$233K -$15.1K -200 -7%
CCM
1263
Conway Capital Management
California
$232K -$28.4K -375 -12%
RSWM
1264
Robertson Stephens Wealth Management
California
$230K +$209K +2,758 New
FHB
1265
First Hawaiian Bank
Hawaii
$230K +$208K +2,753 New
KP
1266
Keel Point
Alabama
$230K +$208K +2,747 New
SOW
1267
State of Wyoming
Wyoming
$229K -$219K -2,888 -51%
SIA
1268
SeaBridge Investment Advisors
New Jersey
$229K +$207K +2,737 New
BBPWM
1269
Blue Bell Private Wealth Management
Pennsylvania
$228K – – –
CT
1270
ClearAlpha Technologies
Connecticut
$228K -$2.17M -28,640 -91%
NFG
1271
Nations Financial Group
Iowa
$228K +$206K +2,722 New
GWP
1272
Gateway Wealth Partners
Wisconsin
$227K -$143K -1,885 -41%
BHIA
1273
Birch Hill Investment Advisors
Massachusetts
$227K -$11.4K -150 -5%
FFA
1274
First Foundation Advisors
California
$227K +$205K +2,714 New
BFA
1275
Beaumont Financial Advisors
Massachusetts
$226K +$204K +2,700 New