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Name Holding Trade Value Shares
Change
Change in
Stake
NLWP
2976
Next Level Wealth Planning
Idaho
$292K +$15.3K +46 +4%
NF
2977
Nikulski Financial
Iowa
$292K +$26.7K +80 +8%
NL
2978
Navalign LLC
California
$292K +$17.3K +52 +5%
HNW
2979
High Note Wealth
Minnesota
$291K +$27K +81 +8%
AL
2980
ACAS LLC
California
$290K -$34K -102 -9%
SHF
2981
Stage Harbor Financial
Massachusetts
$290K -$57.7K -173 -13%
AF
2982
Aldebaran Financial
$290K -$18.3K -55 -5%
4WM
2983
44 Wealth Management
Oregon
$290K +$11.3K +34 +3%
AFA
2984
Avant Financial Advisors
Texas
$289K -$56.7K -170 -13%
MBTD
2985
Mechanics Bank - Trust Department
California
$288K +$371K +1,113 New
SSWG
2986
Seven Springs Wealth Group
Tennessee
$288K +$70.3K +211 +23%
PRI
2987
Prepared Retirement Institute
Pennsylvania
$288K -$16.7K -50 -4%
SCM
2988
Stonehearth Capital Management
Massachusetts
$288K -$226K -678 -38%
KCPT
2989
Kingstone Capital Partners Texas
Texas
$287K
PWH
2990
Priebe Wealth Holdings
Minnesota
$286K +$18K +54 +5%
CCMT
2991
CMT Capital Markets Trading
Germany
$286K +$653K +1,960 New
AAG
2992
Armstrong Advisory Group
Massachusetts
$286K
PIWA
2993
Prevail Innovative Wealth Advisors
Kansas
$286K -$9K -27 -2%
WFPG
2994
Waller Financial Planning Group
Ohio
$286K +$72.7K +218 +25%
OA
2995
Operose Advisors
Wisconsin
$286K +$87.3K +262 +31%
BCM
2996
Beck Capital Management
Texas
$285K +$127K +381 +53%
CNBT
2997
Canandaigua National Bank & Trust
New York
$285K -$71.3K -214 -16%
KPP
2998
Kings Path Partners
Texas
$285K +$367K +1,100 New
Cohen & Steers
2999
Cohen & Steers
New York
$285K -$198K -593 -35%
PIM
3000
Parker Investment Management
California
$284K -$170K -510 -32%