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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3251
Clarus Wealth Advisors
Arizona
$7.55M -$363K -1,351 -4%
PWM
3252
Palacios Wealth Management
Florida
$7.54M -$457K -1,703 -6%
4WM
3253
49 Wealth Management
Texas
$7.54M -$72.8M -271,187 -91%
SPF
3254
South Plains Financial
Texas
$7.53M +$271K +1,008 +4%
WHCI
3255
W.H. Cornerstone Investments
Massachusetts
$7.53M -$136K -507 -2%
LF
3256
LifeSteps Financial
California
$7.53M -$821K -3,057 -10%
EPIME
3257
Evelyn Partners Investment Management (Europe)
$7.53M -$243K -905 -3%
NBWM
3258
North Berkeley Wealth Management
California
$7.52M +$65.2K +243 +0.9%
BBI
3259
Baxter Bros Inc
Connecticut
$7.52M +$107K +398 +1%
IIA
3260
ICW Investment Advisors
Arizona
$7.52M +$46.2K +172 +0.6%
WFS
3261
Widmann Financial Services
Maryland
$7.52M -$311K -1,160 -4%
RAM
3262
Reflection Asset Management
South Carolina
$7.5M +$7.41M +27,600 New
VAM
3263
Virtue Asset Management
Illinois
$7.5M +$283K +1,055 +4%
FF
3264
Farnam Financial
Arizona
$7.5M +$56.1K +209 +0.8%
BC
3265
Barrett & Company
Rhode Island
$7.5M -$174K -650 -2%
DWM
3266
DWR Wealth Management
California
$7.5M +$7.37M +27,448 New
WW
3267
Westshore Wealth
California
$7.49M -$225K -837 -3%
HPM
3268
Hoxton Planning & Management
West Virginia
$7.49M +$166K +620 +2%
BFF
3269
Byrne Financial Freedom
Massachusetts
$7.48M -$19.3K -72 -0.3%
WI
3270
Wealth Intelligence
Georgia
$7.47M +$7.38M +27,488 New
BOM
3271
Bank of Marin
California
$7.47M -$75.7K -282 -1%
SWM
3272
Selective Wealth Management
Virginia
$7.47M +$759K +2,826 +11%
ARC
3273
Advisor Resource Council
Texas
$7.47M +$6.64M +24,732 +854%
PBF
3274
Petix & Botte Financial
California
$7.46M -$417K -1,554 -5%
SA
3275
SFI Advisors
New Jersey
$7.46M -$15.3K -57 -0.2%