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Name Holding Trade Value Shares
Change
Change in
Stake
Safeguard Investment Advisory Group
3026
Safeguard Investment Advisory Group
California
$1M +$39.2K +122 +4%
Wealth Architects
3027
Wealth Architects
California
$993K -$36.6K -114 -4%
XXI Wealth LLC
3028
XXI Wealth LLC
Illinois
$993K +$307K +956 +49%
JT Stratford LLC
3029
JT Stratford LLC
Georgia
$990K -$147K -458 -14%
44 Wealth Management
3030
44 Wealth Management
Oregon
$990K +$31.5K +98 +4%
Leonard Rickey Investment Advisors
3031
Leonard Rickey Investment Advisors
Washington
$990K +$8.67K +27 +0.9%
Capital Financial Group
3032
Capital Financial Group
Colorado
$989K -$35K -109 -4%
Keystone Wealth Services
3033
Keystone Wealth Services
California
$988K -$27.6K -86 -3%
Align Financial
3034
Align Financial
Minnesota
$986K – – –
Palisades Hudson Asset Management
3035
Palisades Hudson Asset Management
Florida
$986K – – –
Riversedge Advisors
3036
Riversedge Advisors
Delaware
$985K +$223K +694 +32%
Maripau Wealth Management
3037
Maripau Wealth Management
Indiana
$984K +$67.7K +211 +8%
Key Financial Inc
3038
Key Financial Inc
Pennsylvania
$984K -$12.5K -39 -1%
TruNorth Capital Management
3039
TruNorth Capital Management
Michigan
$983K – – –
Coign Capital Advisors
3040
Coign Capital Advisors
Utah
$983K +$3.85K +12 +0.4%
FNY Investment Advisers
3041
FNY Investment Advisers
New York
$982K +$660K +2,055 +254%
Fairvoy Private Wealth
3042
Fairvoy Private Wealth
Alabama
$982K +$673K +2,095 +273%
Bank of New Hampshire
3043
Bank of New Hampshire
New Hampshire
$980K -$72.6K -226 -7%
Charles Schwab Trust
3044
Charles Schwab Trust
Nevada
$979K +$92.1K +287 +11%
Sharp Financial Services
3045
Sharp Financial Services
Pennsylvania
$979K -$48.8K -152 -5%
Gemmer Asset Management
3046
Gemmer Asset Management
California
$977K +$17K +53 +2%
Tranquilli Financial Advisor
3047
Tranquilli Financial Advisor
New Jersey
$977K +$5.78K +18 +0.6%
Wealthquest
3048
Wealthquest
Ohio
$976K +$181K +565 +25%
Summit Wealth Group (Colorado)
3049
Summit Wealth Group (Colorado)
Colorado
$975K +$173K +539 +23%
Intrua Financial
3050
Intrua Financial
Texas
$975K +$321 +1 +0%