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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2476
Brass Tax Wealth Management
Ohio
$253K +$5.56K +17 +2%
GFG
2477
Goldstone Financial Group
Illinois
$253K +$257K +785 New
WIM
2478
Warwick Investment Management
Texas
$252K +$981 +3 +0.4%
EPW
2479
Evergreen Private Wealth
Colorado
$251K -$327 -1 -0.1%
FWI
2480
Facet Wealth Inc
Maryland
$251K +$3.92K +12 +2%
MNBTD
2481
Moody National Bank Trust Division
Texas
$251K +$9.16K +28 +4%
AMG
2482
Advisors Management Group
Wisconsin
$251K +$8.83K +27 +4%
CCIA
2483
Cherry Creek Investment Advisors
Colorado
$251K +$981 +3 +0.4%
SW
2484
SkyOak Wealth
Michigan
$250K -$2.62K -8 -1%
STA
2485
Smith Thornton Advisors
Alabama
$249K
QIM
2486
Quest Investment Management
Oregon
$249K
BBA
2487
Baader Bank Aktiengesellschaft
Germany
$248K -$264K -806 -51%
BFA
2488
Beacon Financial Advisory
Ohio
$248K +$11.1K +34 +5%
PCWA
2489
Pacific Capital Wealth Advisors
California
$247K -$7.52K -23 -3%
WSWA
2490
Warren Street Wealth Advisors
California
$247K +$16.7K +51 +7%
CWM
2491
CarsonAllaria Wealth Management
Illinois
$247K -$20K -61 -7%
AFS
2492
Axiom Financial Strategies
Indiana
$247K +$251K +766 New
B
2493
Birchbrook
Maine
$247K -$327 -1 -0.1%
LOIP
2494
Live Oak Investment Partners
Texas
$246K
CC
2495
Constitution Capital
Connecticut
$246K
CM
2496
Capula Management
Cayman Islands
$246K +$217K +664 +657%
TAM
2497
Titleist Asset Management
Texas
$246K -$18.6K -57 -7%
WFA
2498
West Financial Advisors
Iowa
$246K
PCM
2499
Penserra Capital Management
California
$246K -$139M -425,146 -100%
FBFS
2500
First Business Financial Services
Wisconsin
$246K -$51.4K -157 -17%