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Name Holding Trade Value Shares
Change
Change in
Stake
GL
1451
Graypoint LLC
New York
$529K +$462K +3,045 New
FRM
1452
Fox Run Management
Connecticut
$529K -$543K -3,581 -54%
KPF
1453
K2 Principal Fund
Ontario, Canada
$529K +$59.8K +394 +15%
LWL
1454
Leo Wealth LLC
Texas
$527K +$30.8K +203 +7%
CWS
1455
Confluence Wealth Services
Pennsylvania
$526K +$12K +79 +3%
PGA
1456
Portland Global Advisors
Maine
$526K -$7.58K -50 -2%
MCP
1457
Mirador Capital Partners
California
$526K +$20.9K +138 +5%
GLA
1458
Good Life Advisors
Pennsylvania
$525K +$71.1K +469 +18%
C1AG
1459
Client 1st Advisory Group
Florida
$525K +$68.4K +451 +18%
VARA
1460
Value Aligned Research Advisors
New Jersey
$523K +$456K +3,008 New
GIA
1461
Guyasuta Investment Advisors
Pennsylvania
$522K
OCM
1462
Octahedron Capital Management
California
$521K -$60.7K -400 -12%
W
1463
WorthPointe
California
$520K +$15.8K +104 +4%
FH
1464
FWG Holdings
Florida
$519K +$47.2K +311 +11%
JSW
1465
Journey Strategic Wealth
New Jersey
$518K +$136K +895 +43%
WA
1466
Wambolt & Associates
Colorado
$516K -$25K -165 -5%
KHCM
1467
Kirtland Hills Capital Management
Ohio
$512K +$22K +145 +5%
SIG
1468
Sargent Investment Group
Maryland
$509K
TSWM
1469
Tyler-Stone Wealth Management
Ohio
$508K -$17.4K -115 -4%
TW
1470
TritonPoint Wealth
Maryland
$508K -$48.5K -320 -10%
IWA
1471
Icon Wealth Advisors
Texas
$505K +$84.6K +558 +22%
PSP
1472
Principal Street Partners
Tennessee
$504K +$180K +1,189 +70%
PWA
1473
Physician Wealth Advisors
Utah
$499K -$60.2K -397 -13%
CTC
1474
Central Trust Company
Missouri
$498K -$47K -310 -10%
PWMG
1475
Pinnacle Wealth Management Group
Michigan
$495K