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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
2301
Lansing Street Advisors
Pennsylvania
$485K +$16.4K +72 +4%
XSC
2302
X-Square Capital
Puerto Rico
$484K -$51.3K -225 -11%
AAM
2303
Austin Asset Management
Texas
$484K -$4.79K -21 -1%
MPIA
2304
Mountain Pacific Investment Advisers
Idaho
$483K -$34.2K -150 -8%
LWM
2305
Lodestone Wealth Management
Washington
$483K -$12.1K -53 -3%
SAM
2306
Strategy Asset Managers
California
$482K +$420K +1,842 New
NRWA
2307
North Ridge Wealth Advisors
Oregon
$481K
PMSA
2308
Patrick M. Sweeney & Associates
Illinois
$480K -$20.5K -90 -5%
PFA
2309
Professional Financial Advisors
Nebraska
$479K -$54.5K -239 -12%
IGGA
2310
Iron Gate Global Advisors
Utah
$479K +$83K +364 +25%
LFG
2311
Lazard Frères Gestion
France
$479K
AWM
2312
Ariadne Wealth Management
California
$478K +$118K +519 +48%
TWM
2313
TSA Wealth Management
Texas
$477K +$78.7K +345 +23%
FWM
2314
Fairhaven Wealth Management
Illinois
$476K -$93.3K -409 -18%
SA
2315
Scarborough Advisors
Maryland
$476K +$3.88K +17 +0.9%
TCFP
2316
Treasure Coast Financial Planning
Florida
$474K -$912 -4 -0.2%
QFA
2317
Quattro Financial Advisors
Texas
$474K -$2.28M -10,000 -82%
KC
2318
Kinloch Capital
Virginia
$474K
PIC
2319
Platt Investment Counsel
Florida
$471K
HWP
2320
Hibernia Wealth Partners
Louisiana
$470K +$410K +1,796 New
CFMC
2321
Curbstone Financial Management Corp
New Hampshire
$470K +$410K +1,796 New
BWS
2322
Buck Wealth Strategies
Colorado
$469K -$2.05K -9 -0.5%
AWA
2323
Acorn Wealth Advisors
Michigan
$469K -$14.6K -64 -3%
SEC
2324
Seven Eight Capital
New York
$469K -$1.53M -6,697 -79%
SMH
2325
Sanders Morris Harris
Texas
$468K +$68.2K +299 +20%