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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1201
Brandywine Oak Private Wealth
Pennsylvania
$362K -$28.6K -225 -6%
9WM
1202
9258 Wealth Management
Ohio
$362K -$161K -1,271 -28%
BDFN
1203
Bond & Devick Financial Network
Minnesota
$359K
RCM
1204
RB Capital Management
Nevada
$358K -$38.6K -304 -9%
TA
1205
Tiedemann Advisors
New York
$358K +$20.4K +161 +5%
PWP
1206
Principle Wealth Partners
Connecticut
$358K -$26.9K -212 -6%
RGC
1207
Roberts, Glore & Co
Illinois
$357K
EAM
1208
EFG Asset Management
Oregon
$357K -$15.9K -125 -4%
QC
1209
Quent Capital
New York
$356K -$11.6K -91 -3%
FAFN
1210
First Affirmative Financial Network
Colorado
$355K +$3.68K +29 +0.9%
GL
1211
Graypoint LLC
New York
$355K -$71K -559 -15%
PIM
1212
Profit Investment Management
Maryland
$354K -$26.7K -210 -6%
FHC
1213
First Heartland Consultants
Missouri
$352K +$3.05K +24 +0.8%
GIA
1214
Gladstone Institutional Advisory
Florida
$352K -$194K -1,531 -32%
OWP
1215
Obermeyer Wealth Partners
Colorado
$351K -$81.3K -640 -17%
WA
1216
Wealth Alliance
New York
$351K +$174K +1,373 +76%
JMFC
1217
J.M. Forbes & Co
Massachusetts
$351K +$69.8K +550 +21%
JEST
1218
JTC Employer Solutions Trustee
Jersey
$350K +$355K +2,800 +776%
SC
1219
SouthState Corp
Florida
$350K -$3.3K -26 -0.8%
HR
1220
Howe & Rusling
New York
$350K -$635 -5 -0.2%
EGA
1221
E&G Advisors
Texas
$349K
I2I
1222
Insight 2811 Inc
Illinois
$349K +$19.4K +153 +5%
MAM
1223
Meeder Asset Management
Ohio
$349K +$177K +1,398 +80%
WF
1224
WoodTrust Financial
Wisconsin
$347K
CAMG
1225
CWA Asset Management Group
Florida
$344K +$24.1K +190 +7%