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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1876
AMI Investment Management
Indiana
$322K
FUBT
1877
First United Bank & Trust
Maryland
$322K
XWM
1878
Xcel Wealth Management
Florida
$322K
LRWA
1879
Long Run Wealth Advisors
New York
$322K
PCA
1880
Peddock Capital Advisors
Massachusetts
$321K
MAA
1881
Matrix Asset Advisors
New York
$319K +$322K +1,090 New
DI
1882
Disciplined Investors
Texas
$319K +$325K +1,099 New
FA
1883
Fountainhead AM
New Jersey
$318K +$10.6K +36 +3%
GWSG
1884
GPS Wealth Strategies Group
Colorado
$317K +$296 +1 +0.1%
OL
1885
OneFund LLC
Florida
$316K +$2.66K +9 +0.8%
CWM
1886
Centricity Wealth Management
Ohio
$316K +$319K +1,078 New
RCM
1887
Raleigh Capital Management
North Carolina
$315K +$6.8K +23 +2%
LAM
1888
Lewis Asset Management
California
$314K +$296 +1 +0.1%
OFO
1889
OneAscent Family Office
Alabama
$314K +$317K +1,072 New
AIM
1890
Avity Investment Management
Connecticut
$314K
DIA
1891
Dana Investment Advisors
Wisconsin
$314K
VNA
1892
Valley National Advisers
Pennsylvania
$313K -$146K -495 -32%
SCM
1893
Stonehearth Capital Management
Massachusetts
$312K
EWM
1894
Endowment Wealth Management
Wisconsin
$312K -$7.39K -25 -2%
CH
1895
Cromwell Holdings
Wyoming
$310K
AMCA
1896
Arthur M. Cohen & Associates
Illinois
$310K
IFO
1897
Independent Family Office
New York
$310K
WWM
1898
Waterway Wealth Management
Texas
$309K +$16.3K +55 +5%
CA
1899
Carson Advisory
Georgia
$309K -$5.62K -19 -2%
APC
1900
Aspire Private Capital
North Carolina
$309K -$3.84K -13 -1%