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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2701
Curated Wealth Partners
California
$247K
HGWM
2702
Horst & Graben Wealth Management
Oregon
$247K +$4.63K +13 +2%
MWP
2703
Madison Wealth Partners
Wisconsin
$247K +$24.2K +68 +11%
SAM
2704
Smithbridge Asset Management
Pennsylvania
$246K -$250K -700 -50%
HVIA
2705
Hudson Valley Investment Advisors
New York
$246K -$713 -2 -0.3%
EWA
2706
EQ Wealth Advisors
Texas
$246K
I
2707
IMPACTfolio
Colorado
$246K
TB
2708
Terril Brothers
Missouri
$246K
RPA
2709
Redwood Park Advisors
California
$246K -$356 -1 -0.1%
HIIFS
2710
Harel Insurance Investments & Financial Services
Israel
$246K +$71.3K +200 +40%
LIWM
2711
Long Island Wealth Management
New York
$245K +$1.78K +5 +0.7%
CWMK
2712
Caliber Wealth Management (Kansas)
Kansas
$245K +$248K +696 New
FC
2713
Financial Council
Maryland
$245K
SAM
2714
Sherman Asset Management
California
$245K
EFG
2715
Embree Financial Group
Illinois
$244K +$156K +437 +170%
IWP
2716
Integrity Wealth Partners
California
$244K +$247K +694 New
SAM
2717
Sawgrass Asset Management
Florida
$243K +$356 +1 +0.1%
WRPWM
2718
Werba Rubin Papier Wealth Management
California
$243K +$246K +690 New
ACM
2719
Alessandra Capital Management
California
$243K +$5.35K +15 +2%
IAMOG
2720
Investors Asset Management of Georgia
Georgia
$243K
PCI
2721
Planning Center Inc
Illinois
$242K
CWM
2722
CarsonAllaria Wealth Management
Illinois
$242K +$1.07K +3 +0.4%
JFA
2723
JNBA Financial Advisors
Minnesota
$242K -$16.4K -46 -6%
PAM
2724
Peak Asset Management
Colorado
$242K
PSCM
2725
Per Stirling Capital Management
Texas
$242K +$4.63K +13 +2%