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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1826
Accredited Investors
Minnesota
$357K +$24.1K +124 +6%
BFC
1827
Bedel Financial Consulting
Indiana
$356K +$11.5K +59 +3%
NF
1828
Nikulski Financial
Iowa
$356K +$27.2K +140 +7%
PWA
1829
Physician Wealth Advisors
Utah
$356K +$23.5K +121 +6%
SH
1830
SLT Holdings
Arizona
$356K +$82.6K +425 +25%
KIM
1831
Kestra Investment Management
Texas
$355K +$199K +1,024 +92%
EFG
1832
Elm3 Financial Group
Georgia
$355K +$18.1K +93 +5%
DOA
1833
D'Orazio & Associates
Virginia
$354K -$22.7K -117 -5%
LCM
1834
LCM Capital Management
Illinois
$354K
JFGLC
1835
Johnson Financial Group LLC (Colorado)
Colorado
$353K +$414K +2,129 New
XSC
1836
X-Square Capital
Puerto Rico
$352K
GPW
1837
Genesis Private Wealth
Virginia
$352K -$42.6K -219 -9%
GA
1838
Goldstein Advisors
Wisconsin
$350K +$18.5K +95 +5%
PCM
1839
Park Capital Management
Wisconsin
$350K +$108K +557 +36%
EAM
1840
Empirical Asset Management
Massachusetts
$349K -$21.7M -111,435 -98%
FCMC
1841
Founders Capital Management (Connecticut)
Connecticut
$349K
GFA
1842
Gallagher Fiduciary Advisors
Illinois
$349K -$32.8K -169 -7%
CD
1843
Chapin Davis
Maryland
$349K +$3.89K +20 +1%
VI
1844
Vestcor Inc
New Brunswick, Canada
$348K
APW
1845
Aventura Private Wealth
Florida
$348K +$235K +1,207 +136%
BA
1846
BIP Alliance
Georgia
$347K -$60.2K -310 -13%
SWA
1847
SOA Wealth Advisors
New York
$347K +$50.5K +260 +14%
BPWM
1848
Badgley Phelps Wealth Managers
Washington
$347K +$29.5K +152 +8%
GIM
1849
Goelzer Investment Management
Indiana
$346K +$1.17K +6 +0.3%
WP
1850
Westmount Partners
California
$345K