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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2476
Precedent Wealth Partners
Texas
$305K +$28.8K +249 +10%
MS
2477
Maven Securities
Jersey
$305K +$311K +2,693 New
FA
2478
Forefront Analytics
Pennsylvania
$304K -$139K -1,200 -31%
IIA
2479
Integral Investment Advisors
California
$303K -$3.81K -33 -1%
KWM
2480
KFG Wealth Management
Indiana
$303K -$93K -805 -23%
LAM
2481
Lewis Asset Management
California
$303K -$22.1K -191 -7%
CPRC
2482
Consolidated Portfolio Review Corp
New York
$302K +$22.8K +197 +8%
SC
2483
Schiavi & Co
Delaware
$301K -$231 -2 -0.1%
APW
2484
Aventura Private Wealth
Florida
$301K +$308K +2,663 New
SCA
2485
Sulzberger Capital Advisors
Florida
$301K +$308K +2,663 New
MWM
2486
Marion Wealth Management
Pennsylvania
$300K +$231 +2 +0.1%
ESBC
2487
E.S. Barr & Co
Kentucky
$300K -$2.31K -20 -0.7%
LGW
2488
Leslie Global Wealth
Illinois
$300K +$693 +6 +0.2%
SW
2489
SkyOak Wealth
Michigan
$300K -$3.58K -31 -1%
CKAIS
2490
Christensen King & Associates Investment Services
Washington
$300K +$116 +1 +0%
ECM
2491
EagleClaw Capital Management
Massachusetts
$300K
YWS
2492
Yarger Wealth Strategies
Ohio
$299K -$11.1K -96 -4%
AWM
2493
Atticus Wealth Management
Florida
$299K +$809 +7 +0.3%
DLCIG
2494
D.L. Carlson Investment Group
New Hampshire
$299K +$33.9K +293 +12%
GWM
2495
Glass Wealth Management
Texas
$299K +$9.36K +81 +3%
TFA
2496
Trinity Financial Advisors
Ohio
$298K +$231 +2 +0.1%
BAM
2497
BOS Asset Management
Illinois
$296K -$34.1K -295 -10%
LIA
2498
LBMC Investment Advisors
Tennessee
$296K +$116 +1 +0%
WIM
2499
Westside Investment Management
California
$295K +$2.89K +25 +1%
EWA
2500
Encompass Wealth Advisors
Oregon
$295K +$11.6K +100 +4%