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Name Holding Trade Value Shares
Change
Change in
Stake
TNA
2351
True North Advisors
Texas
$259K -$1.46K -5 -0.5%
GWWM
2352
Great Waters Wealth Management
Minnesota
$258K +$30.4K +104 +13%
SAM
2353
Secure Asset Management
Michigan
$258K -$69.3K -237 -21%
SA
2354
Shilanski & Associates
Alaska
$257K -$51.5K -176 -16%
LWM
2355
LJI Wealth Management
Indiana
$256K
SWM
2356
Segment Wealth Management
Texas
$256K +$31.6K +108 +14%
LWMM
2357
Legacy Wealth Management (Mississippi)
Mississippi
$256K
WHCI
2358
W.H. Cornerstone Investments
Massachusetts
$255K +$2.05K +7 +0.8%
RWM
2359
RKL Wealth Management
Pennsylvania
$255K -$2.93K -10 -1%
FL
2360
Fort LP
Maryland
$254K -$54.7K -187 -17%
TCB
2361
Texas Capital Bancshares
Texas
$254K +$1.46K +5 +0.6%
PIAS
2362
PCA Investment Advisory Services
Ohio
$254K +$2.63K +9 +1%
BHWM
2363
Beaird Harris Wealth Management
Texas
$253K
SPWM
2364
Schrum Private Wealth Management
Florida
$253K +$23.4K +80 +10%
DP
2365
Denver PWM
Colorado
$253K +$1.76K +6 +0.6%
BC
2366
Barrett & Company
Rhode Island
$253K -$43K -147 -14%
SAM
2367
Smithbridge Asset Management
Pennsylvania
$252K
TAM
2368
Titleist Asset Management
Texas
$252K +$15.5K +53 +6%
RC
2369
Roundview Capital
New Jersey
$250K -$3.22K -11 -1%
SWP
2370
Summit Wealth Partners
Florida
$250K
NCM
2371
Novare Capital Management
North Carolina
$250K +$257K +879 New
AF
2372
Apollon Financial
South Carolina
$248K +$5.56K +19 +2%
GA
2373
Gateway Advisory
New Jersey
$248K +$25.5K +87 +11%
GWCM
2374
Godshalk Welsh Capital Management
Pennsylvania
$247K +$45.4K +155 +22%
VCG
2375
Vantage Consulting Group
Virginia
$247K -$293 -1 -0.1%