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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2401
McLean Asset Management
Virginia
$265K -$28K -226 -9%
PCMC
2402
Private Capital Management (Colorado)
Colorado
$265K +$80.1K +646 +41%
CWG
2403
Crown Wealth Group
North Carolina
$265K +$278K +2,239 New
CP
2404
CenterBook Partners
Connecticut
$264K +$276K +2,227 New
BFC
2405
Bedel Financial Consulting
Indiana
$263K -$34.5K -278 -11%
NCMW
2406
Northern Capital Management (Washington)
Washington
$263K +$124 +1 +0%
BFS
2407
Bickling Financial Services
Massachusetts
$263K +$744 +6 +0.3%
LWP
2408
Legacy Wealth Planning
Nevada
$263K +$49.6K +400 +22%
CBA
2409
Coastal Bridge Advisors
Connecticut
$263K +$74.3K +599 +37%
PPWM
2410
PFG Private Wealth Management
Florida
$263K +$148K +1,190 +116%
LWP
2411
Lumature Wealth Partners
Georgia
$262K +$237K +1,915 +636%
GC
2412
Garde Capital
Washington
$261K
ORC
2413
O'Rourke & Company
Massachusetts
$261K
GWS
2414
Glassman Wealth Services
Virginia
$261K +$27.1K +219 +11%
SIC
2415
SJS Investment Consulting
Ohio
$261K +$48.7K +393 +22%
DT
2416
Daniels + Tansey
Delaware
$260K -$66.6K -537 -20%
CHJWM
2417
Carlton Hofferkamp & Jenks Wealth Management
Texas
$259K
FCT
2418
First Community Trust
Iowa
$259K +$4.34K +35 +2%
ACM
2419
Arlington Capital Management
Illinois
$257K -$620 -5 -0.2%
IC
2420
Inscription Capital
Texas
$257K
PWP
2421
Personal Wealth Partners
Minnesota
$257K
FA
2422
Fiducient Advisors
Illinois
$257K +$13.6K +110 +5%
AAP
2423
Arax Advisory Partners
Colorado
$257K +$40.3K +325 +18%
HCM
2424
Hilton Capital Management
New York
$256K
TWM
2425
Tolleson Wealth Management
Texas
$256K