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Name Holding Trade Value Shares
Change
Change in
Stake
AW
2626
Alteri Wealth
California
$307K -$27.8K -211 -9%
SGCA
2627
Steel Grove Capital Advisors
Tennessee
$307K – – –
AWA
2628
Acorn Wealth Advisors
Michigan
$306K -$14.8K -112 -5%
SC
2629
Schiavi & Co
Delaware
$306K – – –
WCM
2630
Windsor Capital Management
Arizona
$306K -$1.71K -13 -0.6%
ACM
2631
AlphaStar Capital Management
North Carolina
$305K +$296K +2,245 New
DLCIG
2632
D.L. Carlson Investment Group
New Hampshire
$305K -$41.7K -316 -12%
MWPCG
2633
Measured Wealth Private Client Group
New Hampshire
$305K -$11.9K -90 -4%
AHL
2634
Abel Hall LLC
Louisiana
$304K +$13.6K +103 +5%
CWM
2635
Cabot Wealth Management
Massachusetts
$304K – – –
ANB
2636
Amarillo National Bank
Texas
$304K – – –
PWMG
2637
Pinnacle Wealth Management Group
Michigan
$303K +$294K +2,230 New
WWC
2638
Waypoint Wealth Counsel
Georgia
$303K +$77.3K +586 +36%
BP
2639
Broadleaf Partners
Ohio
$303K -$191K -1,447 -39%
TI
2640
Truepoint Inc
Ohio
$303K – – –
WMP
2641
Wealth Management Partners
Arizona
$303K +$7.65K +58 +3%
BA
2642
Bristlecone Advisors
Washington
$302K -$16.1K -122 -5%
RWA
2643
Redhawk Wealth Advisors
Minnesota
$302K -$2.11K -16 -0.7%
CWG
2644
Crown Wealth Group
North Carolina
$302K -$7.38K -56 -2%
ACM
2645
Advance Capital Management
Michigan
$302K -$396 -3 -0.1%
FWI
2646
Facet Wealth Inc
Maryland
$301K +$89.7K +680 +40%
SC
2647
Summa Corp
Texas
$301K – – –
SAM
2648
Sherman Asset Management
California
$301K – – –
TFG
2649
Taylor Financial Group
Virginia
$298K – – –
CCMW
2650
Cypress Capital Management (Wyoming)
Wyoming
$298K +$6.59K +50 +2%