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Name Holding Trade Value Shares
Change
Change in
Stake
LA
701
LexAurum Advisors
Kansas
$234K +$185K +744 New
CFG
702
Cooper Financial Group
California
$233K +$185K +742 New
DACG
703
Donor Advised Charitable Giving
California
$232K +$184K +740 New
Thrivent Financial for Lutherans
704
Thrivent Financial for Lutherans
Minnesota
$232K +$183K +736 New
MC
705
Moors & Cabot
Massachusetts
$231K +$183K +736 New
AIM
706
Avity Investment Management
Connecticut
$228K +$181K +725 New
MWM
707
Maridea Wealth Management
New York
$224K +$178K +715 New
CIA
708
Capital Investment Advisors
Georgia
$224K +$178K +712 New
CSP
709
Cary Street Partners
Virginia
$224K +$178K +712 New
IWM
710
IHT Wealth Management
Illinois
$223K +$177K +711 New
RA
711
RFG Advisory
Alabama
$223K +$177K +709 New
QFW
712
QTR Family Wealth
Florida
$221K +$176K +705 New
TCA
713
Transcend Capital Advisors
New Jersey
$220K +$175K +701 New
CI
714
Corient IA
Florida
$220K +$175K +700 New
SWGC
715
Summit Wealth Group (Colorado)
Colorado
$220K +$175K +700 New
PCM
716
Prelude Capital Management
New York
$219K -$314K -1,260 -64%
FFA
717
Fi3 Financial Advisors
Indiana
$219K +$174K +699 New
AL
718
Aspiriant LLC
California
$218K +$173K +694 New
VFA
719
Valeo Financial Advisors
Indiana
$217K +$172K +691 New
NB
720
Northwest Bancshares
Pennsylvania
$217K +$172K +690 New
OR
721
Olympiad Research
Connecticut
$214K -$86.8K -348 -34%
SAM
722
Silvercrest Asset Management
New York
$213K +$170K +680 New
FFG
723
Fiduciary Financial Group
California
$213K +$173K +694 New
FRA
724
Frank Rimerman Advisors
California
$213K +$169K +679 New
CWA
725
Canvas Wealth Advisors
Kansas
$212K +$183K +734 New