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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2426
TMD Wealth Management
Arizona
$233K +$239K +818 New
OWMIAS
2427
One Wealth Management Investment & Advisory Services
Florida
$232K +$14K +48 +6%
IPWA
2428
International Private Wealth Advisors
California
$231K -$66.7K -228 -22%
C
2429
CEDRUS
Colorado
$231K +$21.1K +72 +10%
BWM
2430
Birchcreek Wealth Management
Ohio
$231K +$238K +814 New
PWM
2431
Prentice Wealth Management
New York
$231K – – –
CFP
2432
Cascade Financial Partners
California
$230K +$252K +860 New
JB Capital
2433
JB Capital
Connecticut
$229K -$6.14K -21 -3%
Loomis, Sayles & Company
2434
Loomis, Sayles & Company
Massachusetts
$229K -$43K -147 -15%
BA
2435
Bridge Advisory
California
$229K -$41.8K -143 -15%
CHA
2436
Carmichael Hill & Associates
Maryland
$229K -$18.7K -64 -7%
SWM
2437
Sterling Wealth Management
Illinois
$228K -$5.85K -20 -2%
CPA
2438
Cardiff Park Advisors
California
$228K – – –
ACA
2439
Ascension Capital Advisors
Texas
$227K – – –
SB
2440
Sunflower Bank
Texas
$227K +$2.05K +7 +0.9%
AIA
2441
Alera Investment Advisors
Illinois
$227K +$234K +800 New
BBA
2442
Baader Bank Aktiengesellschaft
Germany
$227K +$234K +800 New
MIM
2443
Meridiem Investment Management
United Kingdom
$227K -$111K -381 -32%
EIG
2444
Ellenbecker Investment Group
Wisconsin
$227K -$42.7K -146 -15%
JCM
2445
Janney Capital Management
Pennsylvania
$227K -$585 -2 -0.2%
WF
2446
Wayfinding Financial
Washington
$227K +$585 +2 +0.3%
GG
2447
Greenwood Gearhart
Arkansas
$226K +$14K +48 +6%
GWA
2448
Gratus Wealth Advisors
Virginia
$225K +$26.6K +91 +12%
TWP
2449
Tower Wealth Partners
Pennsylvania
$225K +$231K +791 New
NJBEST
2450
New Jersey Better Educational Savings Trust
New Jersey
$225K – – –