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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2551
Waterway Wealth Management
Texas
$249K +$251K +2,190 New
TA
2552
TFB Advisors
Kansas
$249K +$268K +2,341 New
GWM
2553
Gray Wealth Management
Maine
$249K +$115 +1 +0%
CWG
2554
Crown Wealth Group
North Carolina
$248K +$26.6K +232 +12%
RWA
2555
Redhawk Wealth Advisors
Minnesota
$248K +$1.15K +10 +0.5%
Capula Management
2556
Capula Management
Cayman Islands
$248K +$250K +2,182 New
Baker Avenue Asset Management
2557
Baker Avenue Asset Management
California
$247K -$59.2K -516 -19%
JHP
2558
James Hambro & Partners
United Kingdom
$247K +$13.9K +121 +6%
MRWM
2559
ML&R Wealth Management
Texas
$247K +$9.97K +87 +4%
JIP
2560
Jaffetilchin Investment Partners
Florida
$247K +$17.5K +153 +8%
HCM
2561
Hilton Capital Management
New York
$246K – – –
BWP
2562
Barlow Wealth Partners
Kentucky
$245K +$258K +2,250 New
BIA
2563
Barry Investment Advisors
Massachusetts
$245K -$17.8K -155 -7%
MPW
2564
MGO Private Wealth
California
$245K – – –
CAM
2565
Concorde Asset Management
Michigan
$245K +$17.7K +154 +8%
MSA
2566
Marino Stram & Associates
Massachusetts
$245K +$3.21K +28 +1%
CBT
2567
CoreFirst Bank & Trust
Kansas
$243K -$52.4K -457 -18%
BA
2568
Ballast Advisors
Minnesota
$242K -$34.7K -303 -12%
OFS
2569
Oldfather Financial Services
Nebraska
$241K +$243K +2,123 New
FPTW
2570
Franklin, Parlapiano, Turner & Welch
Texas
$241K – – –
WFS
2571
Widmann Financial Services
Maryland
$241K +$15.7K +137 +7%
PIAS
2572
PCA Investment Advisory Services
Ohio
$241K +$2.29K +20 +1%
Signature Estate & Investment Advisors
2573
Signature Estate & Investment Advisors
California
$240K +$1.49K +13 +0.6%
HAS
2574
HBW Advisory Services
California
$240K – – –
APW
2575
Austin Private Wealth
Texas
$240K +$20.9K +182 +9%