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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2501
BigSur Wealth Management
Florida
$254K
RWI
2502
Red Wave Investments
Pennsylvania
$254K -$699 -7 -0.3%
PJWM
2503
Philip James Wealth Mangement
Georgia
$254K +$230K +2,304 New
FA
2504
FF Advisors
California
$253K +$230K +2,300 New
HWM
2505
Hemington Wealth Management
Virginia
$253K
TFG
2506
Taylor Financial Group
Virginia
$253K +$229K +2,295 New
LSIA
2507
LaSalle St. Investment Advisors
Illinois
$252K -$42K -420 -16%
RP
2508
Rowlandmiller & Partners
Georgia
$251K
TFP
2509
Tilia Fiduciary Partners
North Carolina
$251K -$80.9K -810 -26%
FMN
2510
Financial Management Network
California
$251K -$1.3K -13 -0.6%
EAM
2511
Empirical Asset Management
Massachusetts
$251K
AWM
2512
Austin Wealth Management
Texas
$250K +$1.3K +13 +0.6%
PIA
2513
Perennial Investment Advisors
California
$249K -$5.39K -54 -2%
TIP
2514
Torray Investment Partners
Maryland
$248K
MIA
2515
MeadowBrook Investment Advisors
Michigan
$247K +$224K +2,240 New
6F
2516
626 Financial
Michigan
$246K -$20K -200 -8%
PE
2517
Point72 Europe
United Kingdom
$245K +$223K +2,228 New
WCM
2518
Windsor Capital Management
Arizona
$245K +$300 +3 +0.1%
GPA
2519
Garrison Point Advisors
California
$245K
CAM
2520
CPA Asset Management
Florida
$245K
LAM
2521
Lakewood Asset Management
Illinois
$245K +$200 +2 +0.1%
1WA
2522
180 Wealth Advisors
Washington
$244K -$5.39K -54 -2%
EGWAG
2523
Elwood & Goetz Wealth Advisory Group
Georgia
$244K +$6.99K +70 +3%
PSCM
2524
Per Stirling Capital Management
Texas
$244K -$100 -1 -0%
SWMG
2525
Signature Wealth Management Group
Georgia
$244K +$221K +2,213 New