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Name Holding Trade Value Shares
Change
Change in
Stake
I
2101
INVST
Indiana
$222K -$6.62K -27 -3%
AWM
2102
Abound Wealth Management
Tennessee
$221K +$245 +1 +0.1%
EIG
2103
Ellenbecker Investment Group
Wisconsin
$221K +$735 +3 +0.3%
EA
2104
Echo45 Advisors
California
$220K -$138K -565 -38%
KA
2105
Klingman & Associates
New York
$220K -$490 -2 -0.2%
EWM
2106
EPG Wealth Management
Georgia
$220K +$1.23K +5 +0.6%
RMAM
2107
Raab & Moskowitz Asset Management
New Jersey
$220K +$4.9K +20 +2%
DA
2108
DSC Advisors
Illinois
$219K
AFG
2109
Allegheny Financial Group
Pennsylvania
$219K +$980 +4 +0.4%
IDA
2110
Intelligence Driven Advisers
California
$219K +$219K +894 New
LWMM
2111
Legacy Wealth Management (Mississippi)
Mississippi
$219K
GFPC
2112
Global Financial Private Client
Florida
$219K +$51.5K +210 +31%
HHAA
2113
Henry H. Armstrong Associates
Pennsylvania
$218K
CCM
2114
Condor Capital Management
New Jersey
$217K -$12.3K -50 -5%
LAS
2115
LWM Advisory Services
Florida
$217K +$219K +892 New
PCG
2116
Private Capital Group
Connecticut
$216K -$159K -647 -42%
AWM
2117
Accurate Wealth Management
Florida
$216K -$34.3K -140 -14%
LFA
2118
Landmark Financial Advisors
Kentucky
$216K -$7.35K -30 -3%
TCB
2119
Texas Capital Bancshares
Texas
$216K -$3.19K -13 -1%
MSR
2120
Main Street Research
Connecticut
$215K -$397K -1,619 -65%
BHWM
2121
Beaird Harris Wealth Management
Texas
$215K
DBG
2122
De Burlo Group
Massachusetts
$215K +$203K +827 +1,504%
CCFM
2123
Clear Creek Financial Management
Washington
$215K +$216K +882 New
AT
2124
Arvest Trust
Oklahoma
$214K -$4.9K -20 -2%
EGA
2125
Eagle Global Advisors
Texas
$212K