Name Holding Trade Value Shares
Change
Change in
Stake
OP
1376
ORG Partners
Indiana
$705K – – –
CGL
1377
Clarius Group LLC
Washington
$704K +$29.8K +175 +5%
CA
1378
Continuum Advisory
Idaho
$702K +$58.8K +345 +10%
FWA
1379
FSM Wealth Advisors
Ohio
$696K +$12.8K +75 +2%
HFA
1380
High Falls Advisors
New York
$695K -$170K -1,000 -20%
LCGC
1381
Legacy Capital Group California
California
$693K -$8.18K -48 -1%
MAS
1382
Meeder Advisory Services
Ohio
$691K +$125K +734 +23%
CPM
1383
Connective Portfolio Management
New York
$691K -$1.28M -7,500 -59%
Ensign Peak Advisors
1384
Ensign Peak Advisors
Utah
$691K – – –
QPWM
1385
Quadrant Private Wealth Management
Pennsylvania
$691K +$45.7K +268 +7%
SC
1386
Sierra Capital
Florida
$687K -$511 -3 -0.1%
GWCM
1387
Godshalk Welsh Capital Management
Pennsylvania
$687K +$17K +100 +3%
NP
1388
NorthRock Partners
Minnesota
$685K -$12.4K -73 -2%
ATPW
1389
Ashton Thomas Private Wealth
Arizona
$682K +$462K +2,710 +223%
OFS
1390
OneAscent Financial Services
Alabama
$681K +$666K +3,906 New
FNBOH
1391
First National Bank of Hutchinson
Kansas
$681K – – –
PIM
1392
Penobscot Investment Management
Massachusetts
$679K – – –
PGWM
1393
Parisi Gray Wealth Management
New Jersey
$678K +$100K +588 +18%
TCM
1394
Triumph Capital Management
Colorado
$678K -$688K -4,035 -51%
RLIM
1395
Red Lighthouse Investment Management
New York
$676K – – –
BFA
1396
Bill Few Associates
Pennsylvania
$676K +$17K +100 +3%
TSS
1397
Two Sigma Securities
New York
$674K -$30M -175,858 -98%
BONST
1398
Bank of Nova Scotia Trust
Ontario, Canada
$674K +$36.5K +214 +6%
AWM
1399
Angeles Wealth Management
California
$673K -$16.5K -97 -2%
JSW
1400
Journey Strategic Wealth
New Jersey
$670K +$150K +878 +29%