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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
2426
Acorn Financial Advisory Services
Virginia
$379K -$13.5K -46 -4%
G
2427
GenTrust
Florida
$378K +$22.6K +77 +7%
EWS
2428
Evergreen Wealth Solutions
Pennsylvania
$378K -$20K -68 -5%
E
2429
Evansbrook
Illinois
$377K +$364K +1,242 New
IIA
2430
Integrity Investment Advisors
Colorado
$377K +$32.3K +110 +10%
CVA
2431
Central Valley Advisors
California
$377K +$36.1K +123 +11%
PTP
2432
Platform Technology Partners
New York
$376K -$6.46K -22 -2%
LWA
2433
Legacy Wealth Advisors
Florida
$376K +$363K +1,238 New
SL
2434
Sentry LLC
Tennessee
$375K -$58.7K -200 -14%
SCM
2435
Sage Capital Management
New Jersey
$375K -$293 -1 -0.1%
SA
2436
Seneschal Advisors
Washington
$375K – – –
AT
2437
Avalon Trust
New Mexico
$374K – – –
MAM
2438
McLean Asset Management
Virginia
$374K – – –
MGI
2439
Miller Global Investments
Texas
$373K +$360K +1,226 New
ML
2440
Mayport LLC
Massachusetts
$371K – – –
PFA
2441
Perryman Financial Advisory
Texas
$370K +$358K +1,219 New
SMFG
2442
Sumitomo Mitsui Financial Group
Japan
$370K +$361K +1,230 New
AW
2443
Alteri Wealth
California
$370K +$11.2K +38 +3%
BHIA
2444
Birch Hill Investment Advisors
Massachusetts
$369K +$68.1K +232 +24%
SHGA
2445
Sand Hill Global Advisors
California
$369K – – –
SR
2446
Syntax Research
Florida
$369K +$880 +3 +0.2%
FDW
2447
Fourth Dimension Wealth
Ohio
$369K -$29.6K -101 -8%
RTC
2448
Real Talk Capital
Tennessee
$368K +$13.2K +45 +4%
FWTB
2449
First Western Trust Bank
Colorado
$367K +$880 +3 +0.2%
LGW
2450
Leslie Global Wealth
Illinois
$367K -$25.2K -86 -7%