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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1601
Delta Financial Advisors
Louisiana
$299K +$78.9K +285 +30%
RTC
1602
Real Talk Capital
Tennessee
$298K +$120K +435 +55%
AMPWP
1603
Alvarez & Marsal Private Wealth Partners
Florida
$296K +$84.2K +304 +33%
BBPWM
1604
Blue Bell Private Wealth Management
Pennsylvania
$296K +$320K +1,156 +1,865%
FWIA
1605
Fort Washington Investment Advisors
Ohio
$296K -$23.5K -85 -7%
MDA
1606
Minot DeBlois Advisors
Massachusetts
$296K +$189K +684 +128%
LFAS
1607
Level Four Advisory Services
Texas
$296K -$67K -242 -17%
CWM
1608
Circle Wealth Management
New Jersey
$295K -$18.8K -68 -5%
TC
1609
TwinBeech Capital
New York
$295K +$336K +1,214 New
RWP
1610
Revolve Wealth Partners
New Jersey
$292K -$32.1K -116 -9%
OCM
1611
Osbon Capital Management
Massachusetts
$292K +$166K +600 +100%
AHC
1612
Adell Harriman & Carpenter
Texas
$292K -$111K -400 -25%
BG
1613
Bellevue Group
Switzerland
$292K
EP
1614
Elkhorn Partners
Nebraska
$292K
HCP
1615
Holt Capital Partners
Texas
$291K
SAM
1616
Secure Asset Management
Michigan
$291K +$62.6K +226 +23%
FM
1617
Family Management
New York
$290K +$34.9K +126 +12%
LCG
1618
Lakeshore Capital Group
Illinois
$290K +$8.31K +30 +3%
IEFM
1619
IQ EQ Fund Management
Ireland
$289K -$95K -343 -22%
TC
1620
Truvestments Capital
Florida
$289K +$82.5K +298 +33%
LA
1621
LVW Advisors
New York
$289K -$73.4K -265 -18%
AP
1622
Advisortrust Partners
North Carolina
$288K +$329K +1,186 New
TWM
1623
Tradition Wealth Management
Minnesota
$286K -$26.3K -95 -7%
PTP
1624
Platform Technology Partners
New York
$286K +$154K +557 +90%
LPAM
1625
Lodestar Private Asset Management
California
$285K -$73.1K -264 -18%