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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
4501
Compass Wealth Management
Connecticut
$1.59M +$1.67M +6,653 New
VCWM
4502
Vista Cima Wealth Management
Arizona
$1.58M -$95.9K -382 -5%
BIA
4503
BHK Investment Advisors
Alabama
$1.58M -$100K -400 -6%
RRA
4504
Red Reef Advisors
Florida
$1.58M -$73.8K -294 -4%
HIS
4505
Harvest Investment Services
Illinois
$1.58M -$161K -641 -9%
BWM
4506
BankPlus Wealth Management
Mississippi
$1.58M +$79.6K +317 +5%
WF
4507
Womack Financial
Texas
$1.58M -$64K -255 -4%
OA
4508
Oxbow Advisors
Texas
$1.58M -$36.4K -145 -2%
BRPW
4509
Ballast Rock Private Wealth
South Carolina
$1.58M -$496K -1,976 -23%
VIP
4510
Vista Investment Partners
Oklahoma
$1.57M -$110K -438 -6%
FF
4511
Formulate Financial
Florida
$1.57M
VCAM
4512
Van Cleef Asset Management
Ohio
$1.57M -$12.6K -50 -0.8%
CCAM
4513
Cascades Capital Asset Management
North Carolina
$1.57M -$109K -435 -6%
CGFA
4514
Colton Groome Financial Advisors
North Carolina
$1.57M +$35.9K +143 +2%
MCIA
4515
Mountain Capital Investment Advisors
Colorado
$1.57M -$76.1K -303 -4%
VC
4516
Veery Capital
Delaware
$1.57M +$23.8K +95 +1%
RLIM
4517
Red Lighthouse Investment Management
New York
$1.57M +$45.2K +180 +3%
HIW
4518
Holos Integrated Wealth
Pennsylvania
$1.56M +$48.9K +195 +3%
HWMC
4519
Heritage Wealth Management (California)
California
$1.56M +$125K +498 +8%
LC
4520
Lavelle Capital
California
$1.56M +$1.21M +4,825 +283%
BWM
4521
BCGM Wealth Management
Indiana
$1.55M +$101K +401 +7%
TIA
4522
Trust Investment Advisors
Indiana
$1.55M -$1K -4 -0.1%
CP
4523
Castleview Partners
Texas
$1.55M +$141K +562 +9%
BW
4524
BXM Wealth
Colorado
$1.55M +$103K +410 +7%
SWG
4525
Summit Wealth Group
Vermont
$1.55M -$64.3K -256 -4%