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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2526
Benchmark Investment Advisors
Illinois
$253K -$478K -2,737 -68%
WPIC
2527
White Pine Investment Company
Michigan
$253K
MCM
2528
Morton Capital Management
California
$251K -$20.4K -117 -8%
RCI
2529
RS Crum Inc
California
$251K -$13.1K -75 -6%
CMS
2530
Capital Market Strategies
Florida
$251K +$221K +1,266 New
LWA
2531
Lantern Wealth Advisors
New York
$250K
SC
2532
Sawyer & Company
Massachusetts
$250K -$46.3K -265 -17%
SWM
2533
Segment Wealth Management
Texas
$250K -$23.8K -136 -10%
MAM
2534
Mystic Asset Management
Rhode Island
$249K
VPWA
2535
Vestia Personal Wealth Advisors
Indiana
$249K +$220K +1,259 New
EFP
2536
Elser Financial Planning
Indiana
$247K +$218K +1,249 New
LCM
2537
LCM Capital Management
Illinois
$247K -$10.5K -60 -5%
KCM
2538
Kathmere Capital Management
Pennsylvania
$247K +$12.2K +70 +6%
HIS
2539
Harvest Investment Services
Illinois
$247K +$218K +1,246 New
PIWA
2540
Prevail Innovative Wealth Advisors
Kansas
$246K -$10.1K -58 -4%
PCIG
2541
Partners Capital Investment Group
Massachusetts
$246K +$217K +1,242 New
PAWA
2542
Palo Alto Wealth Advisors
California
$245K
PCA
2543
Peddock Capital Advisors
Massachusetts
$244K -$13.5K -77 -6%
EWM
2544
Elevatus Welath Management
New York
$244K -$231K -1,320 -52%
NECFA
2545
New England Capital Financial Advisors
Connecticut
$244K +$16.6K +95 +8%
AFA
2546
AllGen Financial Advisors
Florida
$243K -$5.24K -30 -2%
CWA
2547
Carolina Wealth Advisors
South Carolina
$243K -$350 -2 -0.2%
HIM
2548
Hillsdale Investment Management
Ontario, Canada
$243K -$83.2K -476 -28%
TA
2549
TruWealth Advisors
Louisiana
$243K -$4.02K -23 -2%
LGW
2550
Leslie Global Wealth
Illinois
$243K +$214K +1,227 New