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Name Holding Trade Value Shares
Change
Change in
Stake
WW
2326
Westshore Wealth
California
$205K
GFPC
2327
Global Financial Private Client
Florida
$205K +$117 +1 +0.1%
JIC
2328
Joel Isaacson & Co
New York
$204K
CGA
2329
Crescent Grove Advisors
Illinois
$204K +$8.63K +74 +4%
BI
2330
Berkeley Inc
Idaho
$203K -$6.88K -59 -3%
CWM
2331
Chronos Wealth Management
Florida
$203K
TA
2332
Trellis Advisors
Washington
$202K -$583 -5 -0.3%
1WM
2333
1900 Wealth Management
Texas
$202K +$2.45K +21 +1%
AP
2334
Americana Partners
Texas
$202K +$230K +1,977 New
CBOR
2335
Community Bank of Raymore
Missouri
$201K -$23.3K -200 -10%
LA
2336
Legacy Advisors
Pennsylvania
$200K
HWM
2337
HFR Wealth Management
New York
$200K +$201K +1,726 New
BWM
2338
BT Wealth Management
Georgia
$200K +$202K +1,729 New
TLFA
2339
True Link Financial Advisors
California
$198K
BDWM
2340
Brewin Dolphin Wealth Management
Ireland
$198K
CFD
2341
Creative Financial Designs
Indiana
$197K +$33.1K +284 +20%
BFG
2342
Baron Financial Group
New Jersey
$197K
FA
2343
Financial Avengers
California
$194K +$699 +6 +0.4%
MHR
2344
Matthew Hamilton Rosenberg
$190K
CWP
2345
Concord Wealth Partners
Virginia
$187K -$32.8K -281 -15%
HWA
2346
HHM Wealth Advisors
Tennessee
$185K -$48.1K -413 -21%
SIS
2347
Sound Income Strategies
Florida
$184K -$67.4K -578 -27%
WWMSC
2348
Wagner Wealth Management (South Carolina)
South Carolina
$184K +$117K +1,000 +170%
GC
2349
Garde Capital
Washington
$177K +$117 +1 +0.1%
HFA
2350
Hoover Financial Advisors
Pennsylvania
$176K