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Name Holding Trade Value Shares
Change
Change in
Stake
LFP
2501
Leeward Financial Partners
Washington
$285K +$8.99K +35 +3%
GA
2502
GSG Advisors
New Jersey
$284K +$291K +1,134 New
CC
2503
Cypress Capital
Tennessee
$283K -$4.11K -16 -1%
HI
2504
Human Investing
Oregon
$283K -$24.4K -95 -8%
BA
2505
Bridge Advisory
California
$283K +$41.6K +162 +17%
MWM
2506
Meritas Wealth Management
California
$281K -$771 -3 -0.3%
IFA
2507
Interactive Financial Advisors
Illinois
$281K – – –
NWA
2508
Navis Wealth Advisors
New York
$281K – – –
PC
2509
Pecaut & Co
Iowa
$281K – – –
WHC
2510
Wulff, Hansen & Co
California
$281K – – –
HPWM
2511
High Pines Wealth Management
Massachusetts
$281K +$72.4K +282 +33%
PPC
2512
Park Place Capital
Alabama
$281K +$35.2K +137 +14%
SAM
2513
S.A. Mason
Michigan
$281K -$16.7K -65 -5%
IFPG
2514
Intrepid Financial Planning Group
Indiana
$281K – – –
QAM
2515
Q3 Asset Management
Michigan
$280K +$41.1K +160 +17%
PIWA
2516
Prevail Innovative Wealth Advisors
Kansas
$280K -$19.3K -75 -6%
AWM
2517
Ameliora Wealth Management
Switzerland
$280K +$8.73K +34 +3%
FWTB
2518
First Western Trust Bank
Colorado
$280K +$26.7K +104 +10%
UWPG
2519
Ullmann Wealth Partners Group
Florida
$279K +$51.6K +201 +22%
ST
2520
Sentinel Trust
Texas
$278K – – –
AFIA
2521
America First Investment Advisors
Nebraska
$278K – – –
TFA
2522
Triad Financial Advisors
North Carolina
$278K +$35.7K +139 +14%
OWP
2523
Obermeyer Wealth Partners
Colorado
$277K -$203K -789 -42%
EARNEST Partners
2524
EARNEST Partners
Georgia
$277K – – –
CG
2525
Clifford Group
Massachusetts
$277K +$14.9K +58 +6%