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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
2551
Seven Mile Advisory
New Jersey
$7.43M -$1.14M -4,981 -13%
SWM
2552
Segment Wealth Management
Texas
$7.43M +$454K +1,984 +7%
AWAU
2553
Alliance Wealth Advisors (Utah)
Utah
$7.43M -$2.51M -10,980 -25%
TWM
2554
Triton Wealth Management
Arizona
$7.42M -$162K -707 -2%
BOPW
2555
Brandywine Oak Private Wealth
Pennsylvania
$7.41M -$54.5K -238 -0.7%
PFSC
2556
Peoples Financial Services Corp
Pennsylvania
$7.41M -$225K -983 -3%
RFM
2557
Royal Fund Management
Florida
$7.41M +$329K +1,437 +5%
ALC
2558
Alexander Labrunerie & Co
Missouri
$7.41M -$26.1K -114 -0.4%
RFA
2559
ROI Financial Advisors
Oregon
$7.4M +$148K +648 +2%
MA
2560
MCF Advisors
Kentucky
$7.39M +$1.66M +7,249 +29%
HCM
2561
Helios Capital Management
Singapore
$7.39M
DA
2562
DCF Advisers
Connecticut
$7.39M +$629K +2,750 +9%
MCM
2563
Maytus Capital Management
New York
$7.39M +$7.32M +32,000 New
WAOTB
2564
Wealth Advisors of Tampa Bay
Florida
$7.39M -$286K -1,250 -4%
LBWM
2565
Left Brain Wealth Management
Illinois
$7.38M -$466K -2,039 -6%
ISWM
2566
Independent Solutions Wealth Management
New York
$7.38M -$275K -1,204 -4%
MAM
2567
Mystic Asset Management
Rhode Island
$7.37M -$289K -1,262 -4%
OWMIAS
2568
One Wealth Management Investment & Advisory Services
Florida
$7.36M +$78.2K +342 +1%
SFA
2569
Souders Financial Advisors
Ohio
$7.36M +$87.6K +383 +1%
CWM
2570
Cordatus Wealth Management
Pennsylvania
$7.35M +$203K +886 +3%
PIP
2571
Peachtree Investment Partners
Florida
$7.35M -$5.26K -23 -0.1%
SGWP
2572
Sun Group Wealth Partners
California
$7.34M +$7.28M +31,820 New
CPRC
2573
Consolidated Portfolio Review Corp
New York
$7.34M -$1.27M -5,546 -15%
PRA
2574
Pine Ridge Advisers
New York
$7.34M +$1M +4,390 +16%
CF
2575
Convergence Financial
Missouri
$7.33M +$54.2K +237 +0.8%