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Name Holding Trade Value Shares
Change
Change in
Stake
AC
851
Apella Capital
Connecticut
$358K +$1.29K +4 +0.4%
TWM
852
TRB Wealth Management
Texas
$358K +$82.6K +256 +31%
BWAM
853
Blue Water Asset Management
Michigan
$357K +$968 +3 +0.3%
Empower Advisory Group
854
Empower Advisory Group
Colorado
$356K -$82.3K -255 -19%
JSAM
855
J. Safra Asset Management
New York
$356K
IP
856
Indivisible Partners
Florida
$356K +$33.2K +103 +11%
RWM
857
Revisor Wealth Management
Ohio
$354K +$9.68K +30 +3%
SCA
858
Sandy Cove Advisors
Massachusetts
$353K -$6.78K -21 -2%
MIM
859
Martin Investment Management
Florida
$352K
NDSI
860
Newman Dignan & Sheerar Inc
Rhode Island
$351K
DAM
861
Directional Asset Management
Illinois
$348K
WCG
862
Weaver Consulting Group
California
$348K +$645 +2 +0.2%
BWS
863
Broadway Wealth Solutions
Texas
$345K +$8.71K +27 +3%
AFP
864
Ausdal Financial Partners
Iowa
$344K -$10.6K -33 -3%
LWPC
865
Legacy Wealth Partners (Colorado)
Colorado
$344K
WIA
866
Wealthedge Investment Advisors
New York
$342K -$977K -3,028 -75%
MLFP
867
MPS Loria Financial Planners
Illinois
$342K
RFP
868
Root Financial Partners
California
$341K +$91K +282 +38%
SIG
869
Sargent Investment Group
Maryland
$341K +$645 +2 +0.2%
MAM
870
Mainsail Asset Management
Alabama
$339K +$298K +924 New
1IA
871
1834 Investment Advisors
Wisconsin
$338K +$11.3K +35 +4%
SW
872
Simplicity Wealth
New Jersey
$338K -$6.78K -21 -2%
RYIA
873
Roehl & Yi Investment Advisors
Oregon
$337K -$96.8K -300 -23%
EI
874
Ellevest Inc
New York
$336K +$31K +96 +10%
SCM
875
Sterling Capital Management
North Carolina
$335K -$1.24M -3,829 -79%