Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2626
Consilio Wealth Advisors
Washington
$302K -$3.81K -29 -1%
JIP
2627
Jaffetilchin Investment Partners
Florida
$302K +$8.93K +68 +3%
MWPCG
2628
Measured Wealth Private Client Group
New Hampshire
$302K +$2.1K +16 +0.7%
CFO
2629
Collective Family Office
Pennsylvania
$302K -$13.4K -102 -4%
WCM
2630
Windsor Capital Management
Arizona
$301K +$263 +2 +0.1%
SC
2631
Schiavi & Co
Delaware
$301K – – –
OWA
2632
Outlook Wealth Advisors
Texas
$301K +$295K +2,247 New
BIG
2633
Brookwood Investment Group
Arizona
$301K -$2.49K -19 -0.8%
MMA
2634
Mizuho Markets Americas
New York
$301K +$45.2K +344 +18%
IF
2635
IRON Financial
Illinois
$300K -$3.15K -24 -1%
ACM
2636
Advance Capital Management
Michigan
$299K +$2.1K +16 +0.7%
CWG
2637
Crown Wealth Group
North Carolina
$299K +$1.71K +13 +0.6%
CF
2638
Convergence Financial
Missouri
$299K -$161K -1,226 -35%
ANB
2639
Amarillo National Bank
Texas
$299K – – –
PWMG
2640
Pinnacle Wealth Management Group
Michigan
$299K – – –
GKWIM
2641
Gerber Kawasaki Wealth & Investment Management
California
$298K +$18.6K +142 +7%
FWP
2642
Falcon Wealth Planning
California
$298K +$12.5K +95 +4%
EWA
2643
Encompass Wealth Advisors
Oregon
$298K -$34.3K -261 -10%
TI
2644
Truepoint Inc
Ohio
$298K -$131 -1 -0%
CA
2645
Calton & Associates
Florida
$298K +$292K +2,226 New
BA
2646
Bristlecone Advisors
Washington
$297K – – –
CICC
2647
Capital Investment Counsel (Colorado)
Colorado
$297K -$215K -1,635 -42%
GHA
2648
Granite Harbor Advisors
Texas
$297K +$53.3K +406 +22%
AW
2649
Alteri Wealth
California
$297K -$5.64K -43 -2%
LWM
2650
Lionshead Wealth Management
New York
$297K +$88.9K +677 +44%