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Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1726
Graves Light Lenhart Wealth
Virginia
$527K -$18.7K -700 -4%
UAML
1727
US Asset Management LLC
Pennsylvania
$527K -$2.73K -102 -0.6%
EIG
1728
Ellenbecker Investment Group
Wisconsin
$525K -$17.2K -645 -3%
WCG
1729
Weaver Consulting Group
California
$525K -$6.44K -241 -1%
PAS
1730
PKS Advisory Services
New York
$525K +$146K +5,455 +29%
GWMR
1731
GC Wealth Management RIA
Massachusetts
$524K -$14K -524 -3%
EIP
1732
Ellis Investment Partners
Pennsylvania
$524K +$83.2K +3,114 +21%
TFA
1733
Transamerica Financial Advisors
Florida
$523K +$228K +8,517 +89%
GC
1734
GatePass Capital
Ohio
$522K +$35.4K +1,326 +8%
WFA
1735
Wellspring Financial Advisors
Ohio
$519K -$49.8K -1,866 -9%
CS
1736
Cannell & Spears
New York
$519K +$122K +4,578 +34%
UAS
1737
United Asset Strategies
New York
$519K +$481 +18 +0.1%
XWL
1738
XXI Wealth LLC
Illinois
$519K +$28.7K +1,073 +6%
OIS
1739
OneAscent Investment Solutions
Alabama
$518K +$12.8K +480 +3%
WAG
1740
Wheelhouse Advisory Group
Missouri
$517K -$21.6K -808 -4%
TC
1741
Tannin Capital
North Carolina
$514K +$145K +5,418 +44%
MWA
1742
Midland Wealth Advisors
Illinois
$513K -$72.1K -2,698 -13%
AWA
1743
Acorn Wealth Advisors
Michigan
$513K -$23.2K -868 -5%
SFC
1744
Strategic Financial Concepts
Texas
$512K -$43.7K -1,636 -8%
WW
1745
Waterfront Wealth
Kansas
$512K +$5.74K +215 +1%
AA
1746
AlphaCentric Advisors
Puerto Rico
$511K +$164K +6,138 +53%
BG
1747
Bahl & Gaynor
Ohio
$511K -$66.8K -2,500 -12%
BFO
1748
Boston Family Office
Massachusetts
$510K -$25.7K -963 -5%
BC
1749
Broadwater Capital
Massachusetts
$510K
CTA
1750
Clear Trail Advisors
Texas
$509K +$11.4K +426 +2%