Name Holding Trade Value Shares
Change
Change in
Stake
PG
1876
Patten Group
Tennessee
$636K -$6.85K -28 -1%
PHS
1877
Pekin Hardy Strauss
Illinois
$635K +$2.93K +12 +0.5%
BCG
1878
Breakwater Capital Group
New Jersey
$634K – – –
AF
1879
Abound Financial
California
$632K -$11.2K -46 -2%
AWAU
1880
Alliance Wealth Advisors (Utah)
Utah
$632K -$3.67K -15 -0.7%
Nisa Investment Advisors
1881
Nisa Investment Advisors
Missouri
$630K +$36.7K +150 +7%
TWM
1882
TCFG Wealth Management
California
$630K +$23.7K +97 +4%
AIM
1883
Aigen Investment Management
New York
$629K +$160K +655 +41%
NI
1884
NCP Inc
California
$628K -$12.2K -50 -2%
SH
1885
SLT Holdings
Arizona
$628K – – –
CD
1886
Chapin Davis
Maryland
$628K +$37.7K +154 +7%
RB
1887
Renasant Bank
Mississippi
$627K -$66K -270 -11%
BOPW
1888
Brandywine Oak Private Wealth
Pennsylvania
$626K -$6.36K -26 -1%
AI
1889
Accredited Investors
Minnesota
$626K +$25.2K +103 +5%
IWP
1890
Invenio Wealth Partners
Florida
$624K -$6.36K -26 -1%
CWG
1891
Cornerstone Wealth Group
North Carolina
$624K +$21.3K +87 +4%
IW
1892
Imprint Wealth
South Carolina
$621K +$544K +2,225 New
VFIC
1893
Valley Forge Investment Consultants
Pennsylvania
$620K -$142K -579 -21%
1M
1894
1248 Management
Missouri
$619K +$475K +1,943 +733%
TWP
1895
Triad Wealth Partners
Kansas
$616K +$151K +617 +39%
LC
1896
LCNB Corp
Ohio
$615K – – –
WP
1897
Westmount Partners
California
$613K – – –
KA
1898
KDT Advisors
New York
$612K +$74.1K +303 +16%
CA
1899
Capital Advantage
California
$612K +$1.96K +8 +0.4%
SA
1900
Sonoma Allocations
California
$612K +$499K +2,041 New