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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
3326
Greykasell Wealth Strategies
California
$449K
AGP
3327
Aspire Growth Partners
Florida
$448K +$4.77K +12 +1%
MAS
3328
MPWM Advisory Solutions
Georgia
$448K +$41K +103 +11%
AGP
3329
Autumn Glory Partners
Texas
$448K +$13.9K +35 +3%
HWMO
3330
Heritage Wealth Management (Ohio)
Ohio
$448K +$8.35K +21 +2%
NL
3331
Navalign LLC
California
$447K +$1.99K +5 +0.5%
PA
3332
ProCore Advisors
California
$446K +$12.3K +31 +3%
KMWM
3333
Keudell/Morrison Wealth Management
Oregon
$445K +$5.17K +13 +1%
ACA
3334
Atlas Capital Advisors
Wyoming
$445K -$10.3K -26 -2%
EP
3335
EPIQ Partners
Minnesota
$444K -$51.7K -130 -11%
SAFS
3336
S&A Financial Services
Kansas
$443K -$11.9K -30 -3%
LSWP
3337
Liberty Square Wealth Partners
Pennsylvania
$442K -$77.6K -195 -16%
WPA
3338
West Paces Advisors
Georgia
$442K +$45.3K +114 +12%
DWM
3339
Defined Wealth Management
Oregon
$441K +$50.5K +127 +14%
PAW
3340
Plan A Wealth
Nebraska
$440K -$398 -1 -0.1%
MFG
3341
Mission Financial Group
Nevada
$440K +$416K +1,045 New
ACM
3342
Arcataur Capital Management
Wisconsin
$437K
CWM
3343
Copia Wealth Management
Oregon
$437K +$5.97K +15 +1%
TIAM2
3344
Tru Independence Asset Management 2
Oregon
$437K +$23.9K +60 +6%
NCM
3345
Northside Capital Management
Oregon
$435K
FDW
3346
Fourth Dimension Wealth
Ohio
$435K -$54.5K -137 -12%
OCM
3347
Osterweis Capital Management
California
$435K
ZAM
3348
Zevin Asset Management
Massachusetts
$434K -$19.9K -50 -5%
OCFG
3349
O'Connor Financial Group
Illinois
$433K +$38.2K +96 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
3350
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$432K +$9.54K +24 +2%