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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1226
Balance Wealth
Ohio
$775K +$52.6K +166 +8%
IA
1227
Invested Advisors
Pennsylvania
$772K -$3.81K -12 -0.5%
SIA
1228
Soltis Investment Advisors
Utah
$771K +$107K +338 +17%
GWM
1229
Goldenstone Wealth Management
California
$770K +$10.1K +32 +1%
BAM
1230
Blueshift Asset Management
New Jersey
$769K +$166K +522 +29%
SIS
1231
Sound Income Strategies
Florida
$766K +$600K +1,891 +475%
LA
1232
LexAurum Advisors
Kansas
$766K -$191K -602 -21%
CDDEC
1233
Caisse Des Depots Et Consignations
France
$764K – – –
CWS
1234
Confluence Wealth Services
Pennsylvania
$763K +$723K +2,280 New
HPC
1235
HM Payson & Co
Maine
$763K -$14.3K -45 -2%
SCM
1236
Sandler Capital Management
New York
$761K +$721K +2,273 New
PFS
1237
Prospect Financial Services
New York
$761K +$10.5K +33 +1%
KRW
1238
Kaufman Rossin Wealth
Florida
$761K -$2.54K -8 -0.3%
FPGK
1239
Financial Partners Group (Kansas)
Kansas
$755K -$105K -332 -13%
RWB
1240
RMR Wealth Builders
New Jersey
$755K +$34.3K +108 +5%
PWG
1241
Portside Wealth Group
Utah
$754K +$172K +541 +32%
WC
1242
Westhampton Capital
North Carolina
$751K +$247K +779 +53%
ACM
1243
Alessandra Capital Management
California
$751K +$711K +2,243 New
AIP
1244
Avail Investment Partners
Pennsylvania
$748K +$70.1K +221 +11%
EFS
1245
Essex Financial Services
Connecticut
$746K -$79.3K -250 -10%
IP
1246
Ignite Planners
California
$745K +$258K +814 +58%
WI
1247
Wealth Intelligence
Georgia
$744K -$282K -890 -29%
GJIA
1248
Glass Jacobson Investment Advisors
Maryland
$744K +$317 +1 +0%
BF
1249
bLong Financial
Tennessee
$743K – – –
GWM
1250
Geneos Wealth Management
Colorado
$736K +$5.71K +18 +0.8%
48 49
50
51 52