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Name Holding Trade Value Shares
Change
Change in
Stake
SP
2501
SWS Partners
Ohio
$231K +$19.3K +65 +8%
BW
2502
Blalock Williams
Alabama
$230K +$262K +884 New
MFG
2503
Magnus Financial Group
New York
$230K -$3.86K -13 -1%
CF
2504
Claris Financial
Virginia
$230K +$262K +883 New
RC
2505
Roundview Capital
New Jersey
$230K -$5.64K -19 -2%
FWTB
2506
First Western Trust Bank
Colorado
$228K
SB
2507
Sunflower Bank
Texas
$228K +$8.6K +29 +3%
GWM
2508
Gitterman Wealth Management
New Jersey
$228K +$259K +873 New
UL
2509
Unionview LLC
Washington
$228K -$593 -2 -0.2%
BRIA
2510
Balanced Rock Investment Advisors
Massachusetts
$228K -$174K -586 -40%
NQWM
2511
Northwest Quadrant Wealth Management
Oregon
$227K +$1.48K +5 +0.6%
CCC
2512
Compass Capital Corp
Massachusetts
$227K +$258K +870 New
OAS
2513
Optivise Advisory Services
Tennessee
$226K +$42.1K +142 +20%
CFP
2514
Cascade Financial Partners
California
$226K +$297 +1 +0.1%
TCM
2515
Traynor Capital Management
Pennsylvania
$224K +$63.2K +213 +33%
ML
2516
McAdam LLC
Pennsylvania
$223K +$14.2K +48 +6%
SWRP
2517
Summit Wealth & Retirement Planning
California
$222K
LFP
2518
Leeward Financial Partners
Washington
$222K +$253K +852 New
SA
2519
Stewardship Advisors
Pennsylvania
$222K +$31.4K +106 +14%
MAG
2520
M3 Advisory Group
Massachusetts
$222K -$82.2K -277 -25%
CCMIC
2521
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$222K
CCI
2522
Credit Capital Investments
New Jersey
$222K
UC
2523
Unio Capital
New Jersey
$222K +$6.82K +23 +3%
TBT
2524
Texas Bank & Trust
Texas
$221K +$252K +849 New
WG
2525
Welch Group
Alabama
$221K +$297 +1 +0.1%