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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
2451
Heron Bay Capital Management
Michigan
$442K -$81.9K -238 -15%
RPWA
2452
Regent Peak Wealth Advisors
Georgia
$442K -$40.3K -117 -8%
BA
2453
Bard Associates
Illinois
$442K +$401K +1,165 +844%
WMN
2454
Wealth Management Nebraska
Nebraska
$441K +$34.4K +100 +8%
W
2455
Wealthquest
Ohio
$441K -$50.2K -146 -10%
CVA
2456
Central Valley Advisors
California
$440K +$21.7K +63 +5%
WF
2457
Wayfinding Financial
Washington
$439K +$49.6K +144 +13%
HPM
2458
Hoxton Planning & Management
West Virginia
$439K +$4.47K +13 +1%
CNBOF
2459
City National Bank of Florida
Florida
$436K +$444K +1,291 New
CG
2460
Corundum Group
Colorado
$436K -$23.4K -68 -5%
OWA
2461
Outlook Wealth Advisors
Texas
$435K +$59.5K +173 +16%
HAIM
2462
Hunter Associates Investment Management
Pennsylvania
$435K
CAC
2463
Certified Advisory Corp
Florida
$434K +$119K +346 +37%
DWA
2464
Dougherty Wealth Advisers
Minnesota
$433K
UAS
2465
United Asset Strategies
New York
$433K +$3.1K +9 +0.7%
SGCA
2466
Steel Grove Capital Advisors
Tennessee
$433K +$7.23K +21 +2%
MAG
2467
Mokosak Advisory Group
Iowa
$432K
KFSC
2468
Keystone Financial Services (Colorado)
Colorado
$431K +$7.57K +22 +2%
KFAS
2469
Keating Financial Advisory Services
Kansas
$431K +$228K +663 +108%
AR
2470
Apeiron RIA
Texas
$431K +$9.98K +29 +2%
IFS
2471
Integrated Financial Solutions
Virginia
$430K
RTC
2472
Real Talk Capital
Tennessee
$430K +$20.3K +59 +5%
BDFN
2473
Bond & Devick Financial Network
Minnesota
$428K
KCIA
2474
Kingsbury Capital Investment Advisors
Illinois
$428K +$436K +1,266 New
KA
2475
KDT Advisors
New York
$427K -$396K -1,150 -48%