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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
1251
Heron Bay Capital Management
Michigan
$236K +$32.9K +348 +15%
CL
1252
Choreo LLC
Illinois
$236K -$88K -931 -26%
TSWM
1253
Tyler-Stone Wealth Management
Ohio
$236K +$21.3K +225 +9%
PWA
1254
Physician Wealth Advisors
Utah
$235K -$5.86K -62 -2%
CW
1255
CreativeOne Wealth
Kansas
$235K -$79.5K -841 -24%
SIG
1256
Sky Investment Group
Connecticut
$234K -$27.4K -290 -10%
CIP
1257
Capital Insight Partners
Arizona
$234K -$68.7K -727 -21%
MGIA
1258
Moneta Group Investment Advisors
Missouri
$234K +$4.25K +45 +2%
CWS
1259
Confluence Wealth Services
Pennsylvania
$233K +$14.7K +155 +6%
PA
1260
PFG Advisors
Arizona
$233K -$35.7K -378 -12%
WA
1261
Wealthstream Advisors
New York
$232K +$17.1K +181 +7%
AWE
1262
Avidian Wealth Enterprises
Texas
$231K -$3.21K -34 -1%
KBC
1263
Key Bridge Compliance
$230K +$251K +2,652 New
FB
1264
Fulton Bank
Pennsylvania
$230K +$20.8K +220 +9%
FWM
1265
FMB Wealth Management
California
$229K – – –
CAG
1266
Crestwood Advisors Group
Massachusetts
$228K +$26.8K +283 +12%
SCA
1267
Stonebridge Capital Advisors
Minnesota
$228K -$3.78K -40 -1%
QT
1268
Quantamental Technologies
New York
$228K +$248K +2,625 New
BOH
1269
Bank of Hawaii
Hawaii
$228K +$248K +2,624 New
1WM
1270
1900 Wealth Management
Texas
$228K +$17.2K +182 +7%
TBA
1271
Tower Bridge Advisors
Pennsylvania
$226K -$43.3K -458 -15%
CC
1272
Courier Capital
New York
$226K – – –
IA
1273
IFG Advisory
Georgia
$224K +$244K +2,577 New
GCA
1274
Gradient Capital Advisors
California
$223K +$26.9K +285 +12%
Chevy Chase Trust
1275
Chevy Chase Trust
Maryland
$223K -$317K -3,349 -57%