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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1151
LexAurum Advisors
Kansas
$737K -$1.04K -61 -0.1%
IC
1152
Inscription Capital
Texas
$734K +$712K +41,688 New
KJWM
1153
Kiley Juergens Wealth Management
Washington
$732K -$10.8K -632 -1%
FFO
1154
Fortitude Family Office
Arizona
$732K +$10.5K +614 +1%
AWM
1155
Adams Wealth Management
Utah
$728K -$49.2K -2,880 -7%
BLAM
1156
Bourne Lent Asset Management
New York
$728K +$1.71K +100 +0.2%
BIM
1157
Bridges Investment Management
Nebraska
$724K -$34.2K -2,000 -5%
LWM
1158
LongView Wealth Management
Georgia
$722K -$170K -9,955 -20%
EHC
1159
Everett Harris & Co
California
$721K -$35.6K -2,086 -5%
NRD
1160
Nebula Research & Development
New York
$719K +$698K +40,855 New
PA
1161
PFG Advisors
Arizona
$717K +$172K +10,096 +33%
PA
1162
Procyon Advisors
Connecticut
$715K -$79.7K -4,669 -10%
PFS
1163
Prospect Financial Services
New York
$715K -$153K -8,950 -18%
SC
1164
Sapient Capital
Indiana
$715K -$30.4K -1,778 -4%
BG
1165
Bahl & Gaynor
Ohio
$715K +$82.7K +4,841 +14%
NPA
1166
Nichols & Pratt Advisers
Massachusetts
$714K -$705K -41,264 -50%
CSPIA
1167
Cary Street Partners Investment Advisory
Virginia
$711K -$13.4K -787 -2%
BST
1168
Bath Savings Trust
Maine
$711K -$77.8K -4,557 -10%
AFT
1169
Alpha Family Trust
California
$710K
OFS
1170
OneAscent Financial Services
Alabama
$710K -$42.2K -2,474 -6%
SIM
1171
Sentry Investment Management
Wisconsin
$710K -$19.8K -1,160 -3%
TMWM
1172
Taylor & Morgan Wealth Management
Michigan
$710K +$2.27K +133 +0.3%
TCA
1173
Transcend Capital Advisors
New Jersey
$709K +$32.6K +1,907 +5%
SFC
1174
Strategic Financial Concepts
Texas
$708K +$14.8K +864 +2%
PWPS
1175
Pinnacle Wealth Planning Services
Ohio
$705K -$123K -7,186 -15%