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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
2726
Capital Advisors Ltd
Ohio
$490K +$229K +1,134 +49%
CF
2727
Copperwynd Financial
Arizona
$490K -$64.9K -322 -12%
NPT
2728
Nixon Peabody Trust
Massachusetts
$489K +$605 +3 +0.1%
PWA
2729
Physician Wealth Advisors
Utah
$488K -$30.9K -153 -7%
GCA
2730
Gradient Capital Advisors
California
$486K -$1.81K -9 -0.4%
LWP
2731
Lumature Wealth Partners
Georgia
$486K -$5.65K -28 -1%
CC
2732
Corton Capital
Ontario, Canada
$484K +$116K +577 +33%
TCM
2733
Towercrest Capital Management
Pennsylvania
$484K +$52K +258 +12%
MAM
2734
McCarthy Asset Management
California
$484K
NP
2735
Ninepoint Partners
Ontario, Canada
$482K
WWM
2736
Windsor Wealth Management
Indiana
$482K +$4.24K +21 +1%
ACM
2737
Allred Capital Management
Texas
$481K -$2.02K -10 -0.4%
HI
2738
Harper Investing
California
$477K -$829K -4,109 -64%
AA
2739
Addison Advisors
Vermont
$476K +$7.87K +39 +2%
CIA
2740
Caerus Investment Advisors
Texas
$476K +$202K +1,000 +78%
GCM
2741
Gator Capital Management
Florida
$475K
Financial Engines Advisors
2742
Financial Engines Advisors
California
$475K +$12.1K +60 +3%
PWM
2743
Paulson Wealth Management
Illinois
$474K -$43.4K -215 -9%
MPCG
2744
Matrix Private Capital Group
New York
$472K -$8.47K -42 -2%
ETIA
2745
Epic Trust Investment Advisors
Washington
$472K +$84.3K +418 +23%
OFS
2746
OneAscent Financial Services
Alabama
$471K -$50.4K -250 -10%
CFO
2747
Collective Family Office
Pennsylvania
$471K -$14.5K -72 -3%
PTC
2748
Petrus Trust Company
Texas
$469K +$73.4K +364 +19%
EWP
2749
Engrave Wealth Partners
Texas
$468K +$21.6K +107 +5%
FCM
2750
Family Capital Management
Michigan
$468K +$455K +2,254 New