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Name Holding Trade Value Shares
Change
Change in
Stake
TAP
2701
TSG Advice Partners
Ohio
$250K +$24.6K +69 +11%
SGCA
2702
Steel Grove Capital Advisors
Tennessee
$249K +$2.5K +7 +1%
CFGA
2703
Cambridge Financial Group (Arizona)
Arizona
$248K +$252K +706 New
FFO
2704
Fiduciary Family Office
Florida
$248K +$16K +45 +7%
TWM
2705
TriaGen Wealth Management
California
$248K – – –
SL
2706
Salomon & Ludwin
Virginia
$248K – – –
CWP
2707
Curated Wealth Partners
California
$247K – – –
HGWM
2708
Horst & Graben Wealth Management
Oregon
$247K +$4.63K +13 +2%
MWP
2709
Madison Wealth Partners
Wisconsin
$247K +$24.2K +68 +11%
SAM
2710
Smithbridge Asset Management
Pennsylvania
$246K -$250K -700 -50%
HVIA
2711
Hudson Valley Investment Advisors
New York
$246K -$713 -2 -0.3%
EWA
2712
EQ Wealth Advisors
Texas
$246K – – –
I
2713
IMPACTfolio
Colorado
$246K – – –
TB
2714
Terril Brothers
Missouri
$246K – – –
RPA
2715
Redwood Park Advisors
California
$246K -$356 -1 -0.1%
Harel Insurance Investments & Financial Services
2716
Harel Insurance Investments & Financial Services
Israel
$246K +$71.3K +200 +40%
LIWM
2717
Long Island Wealth Management
New York
$245K +$1.78K +5 +0.7%
CWMK
2718
Caliber Wealth Management (Kansas)
Kansas
$245K +$248K +696 New
FC
2719
Financial Council
Maryland
$245K – – –
SAM
2720
Sherman Asset Management
California
$245K – – –
EFG
2721
Embree Financial Group
Illinois
$244K +$156K +437 +170%
IWP
2722
Integrity Wealth Partners
California
$244K +$247K +694 New
SAM
2723
Sawgrass Asset Management
Florida
$243K +$356 +1 +0.1%
WRPWM
2724
Werba Rubin Papier Wealth Management
California
$243K +$246K +690 New
ACM
2725
Alessandra Capital Management
California
$243K +$5.35K +15 +2%