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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
4226
Blue Bell Private Wealth Management
Pennsylvania
$1.14M +$72K +332 +6%
PHWM
4227
Pine Harbor Wealth Management
Maryland
$1.14M -$99K -456 -7%
RSWA
4228
Robinson Smith Wealth Advisors
Maine
$1.14M +$63.8K +294 +5%
HCA
4229
Heck Capital Advisors
Wisconsin
$1.14M -$5.83M -26,885 -82%
EMFAT
4230
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.14M -$157K -724 -11%
EFP
4231
Elser Financial Planning
Indiana
$1.14M +$197K +909 +18%
M1FG
4232
Mach-1 Financial Group
Arkansas
$1.14M -$1.81M -8,342 -58%
VIA
4233
Virtus Investment Advisers
Connecticut
$1.14M +$462K +2,130 +55%
DAC
4234
Dividend Assets Capital
South Carolina
$1.13M +$89.4K +412 +7%
DACG
4235
Donor Advised Charitable Giving
California
$1.13M
RPCA
4236
Running Point Capital Advisors
California
$1.13M +$440K +2,028 +52%
SF
4237
Seros Financial
Arizona
$1.13M -$297K -1,368 -19%
FWTB
4238
First Western Trust Bank
Colorado
$1.13M +$4.99K +23 +0.4%
MCM
4239
Mendel Capital Management
Arkansas
$1.13M +$23K +106 +2%
SCM
4240
Seascape Capital Management
New Hampshire
$1.13M -$33.2K -153 -3%
SPW
4241
Sonoma Private Wealth
California
$1.13M +$112K +514 +10%
OWP
4242
Old Well Partners
North Carolina
$1.13M -$5.54M -25,534 -81%
SCM
4243
Sage Capital Management
New Jersey
$1.12M -$38.8K -179 -3%
RLIM
4244
Red Lighthouse Investment Management
New York
$1.12M -$2.6K -12 -0.2%
AWA
4245
Adapt Wealth Advisors
Georgia
$1.12M +$16.9K +78 +1%
RW
4246
REDW Wealth
New Mexico
$1.12M -$252K -1,161 -16%
SCP
4247
Stevens Capital Partners
Nebraska
$1.12M -$92.7K -427 -7%
MSFP
4248
Mark Sheptoff Financial Planning
Connecticut
$1.12M -$109K -500 -8%
SHFP
4249
Second Half Financial Partners
Florida
$1.12M -$72K -332 -5%
FW
4250
FullCircle Wealth
Texas
$1.12M -$208K -959 -14%