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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2526
Aries Wealth Management
Maine
$324K -$685 -2 -0.2%
AWM
2527
Abound Wealth Management
Tennessee
$323K -$34.9K -102 -10%
CAWM
2528
Capital Advisors Wealth Management
Washington
$322K +$15.1K +44 +5%
CI
2529
Corient IA
Florida
$322K – – –
IDA
2530
Intelligence Driven Advisers
California
$322K +$76K +222 +33%
JESC
2531
J.E. Simmons & Co
Texas
$322K +$3.08K +9 +1%
LAM
2532
Lifestyle Asset Management
Texas
$322K -$685 -2 -0.2%
BST
2533
Bath Savings Trust
Maine
$321K – – –
DM
2534
Diversified Management
Wisconsin
$321K -$10.6K -31 -3%
SB
2535
Sunflower Bank
Texas
$319K -$51K -149 -14%
CCM
2536
Chaney Capital Management
Washington
$319K +$12.3K +36 +4%
BDF
2537
Black Diamond Financial
Maryland
$319K -$1.37K -4 -0.5%
SFC
2538
SYM Financial Corp
Indiana
$318K +$46.6K +136 +18%
MWPCG
2539
Measured Wealth Private Client Group
New Hampshire
$318K -$8.9K -26 -3%
KFG
2540
Kingdom Financial Group
Arizona
$318K -$20.5K -60 -6%
RC
2541
Roundview Capital
New Jersey
$318K – – –
OFO
2542
OneAscent Family Office
Alabama
$317K +$81.8K +239 +38%
BWMG
2543
Barnes Wealth Management Group
California
$314K -$2.05K -6 -0.7%
LWM
2544
LJI Wealth Management
Indiana
$313K +$296K +865 New
1L
2545
10Elms LLP
Oklahoma
$313K +$19.9K +58 +7%
PAM
2546
PCG Asset Management
New Jersey
$313K -$1.37K -4 -0.5%
ASC
2547
Atalanta Sosnoff Capital
New York
$313K -$39.4K -115 -12%
WA
2548
Westfuller Advisors
New York
$312K +$206K +601 +231%
OWG
2549
Oxford Wealth Group
Florida
$311K -$29.8K -87 -9%
GA
2550
Gordian Advisors
Arizona
$311K +$1.03K +3 +0.4%