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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2426
Compass Wealth Management
Connecticut
$257K
CWM
2427
Campbell Wealth Management
Virginia
$257K +$1.18K +4 +0.5%
TAM
2428
Titleist Asset Management
Texas
$257K -$18.5K -63 -7%
SPFA
2429
Summit Place Financial Advisors
New Jersey
$256K
SXL
2430
Summit X LLC
Missouri
$255K +$233K +794 New
MWP
2431
Meridian Wealth Partners
Pennsylvania
$254K +$15.6K +53 +7%
DP
2432
Denver PWM
Colorado
$254K -$37K -126 -13%
BA
2433
Bridge Advisory
California
$254K +$2.06K +7 +0.9%
HGWM
2434
Horst & Graben Wealth Management
Oregon
$253K -$4.11K -14 -2%
ML
2435
McAdam LLC
Pennsylvania
$253K +$17.6K +60 +8%
GWA
2436
GGM Wealth Advisors
Maryland
$253K +$238K +809 New
LA
2437
Latitude Advisors
Florida
$252K +$237K +808 New
SWM
2438
Sterling Wealth Management
Illinois
$251K
CFFP
2439
Center for Financial Planning
Michigan
$251K -$14.4K -49 -6%
CPA
2440
Cardiff Park Advisors
California
$250K
Loomis, Sayles & Company
2441
Loomis, Sayles & Company
Massachusetts
$250K -$881 -3 -0.4%
ACA
2442
Ascension Capital Advisors
Texas
$250K
JCM
2443
Jacobsen Capital Management
Utah
$249K +$8.52K +29 +4%
CGA
2444
Crescent Grove Advisors
Illinois
$249K -$588K -2,000 -72%
TIA
2445
Tandem Investment Advisors
South Carolina
$249K -$15.3K -52 -6%
DBG
2446
De Burlo Group
Massachusetts
$248K -$88.1K -300 -27%
GG
2447
Greenwood Gearhart
Arkansas
$248K
BWM
2448
BCS Wealth Management
Tennessee
$248K +$233K +793 New
TAM
2449
Tucker Asset Management
Colorado
$248K -$295K -1,004 -56%
CIA
2450
Cladis Investment Advisory
Montana
$247K -$767K -2,610 -77%