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Name Holding Trade Value Shares
Change
Change in
Stake
AWMT
901
AAFMAA Wealth Management & Trust
North Carolina
$785K +$167K +174 +29%
FCA
902
Fortis Capital Advisors
Kansas
$785K +$256K +266 +53%
CA
903
Clearstead Advisors
Ohio
$785K +$502K +522 +213%
BWM
904
BKM Wealth Management
Wisconsin
$779K -$125K -130 -15%
AIA
905
Alera Investment Advisors
Illinois
$775K +$281K +292 +63%
MJP
906
Michael J. Puzo
$774K -$24K -25 -3%
VAF
907
Values Added Financial
District of Columbia
$772K
AC
908
Avestar Capital
New York
$771K +$275K +286 +61%
CIAS
909
Capital Investment Advisory Services
North Carolina
$770K +$303K +315 +72%
SEIA
910
Signature Estate & Investment Advisors
California
$769K +$723K +752 New
TSMHT
911
Thurston Springer Miller Herd & Titak
Indiana
$768K -$3.99M -4,153 -85%
LIM
912
Letson Investment Management
Georgia
$767K
MSS
913
Mitchell Sinkler & Starr
Pennsylvania
$765K -$26K -27 -3%
BWP
914
BSW Wealth Partners
Colorado
$765K +$20.2K +21 +3%
CWM
915
Circle Wealth Management
New Jersey
$764K +$718K +747 New
WPW
916
Warther Private Wealth
Ohio
$764K +$467K +486 +186%
1WM
917
1900 Wealth Management
Texas
$762K -$87.5K -91 -11%
TW
918
Traveka Wealth
California
$760K +$43.3K +45 +6%
SM
919
Sweeney & Michel
California
$759K
CW
920
CreativeOne Wealth
Kansas
$756K -$488K -508 -41%
ADL
921
Asset Dedication LLC
California
$748K -$16.3K -17 -2%
CWM
922
Cedar Wealth Management
California
$747K -$4.81K -5 -0.7%
MA
923
Mutual Advisors
Nebraska
$740K +$3.85K +4 +0.5%
OL
924
Optas LLC
Texas
$739K +$40.4K +42 +6%
GFP
925
Gryphon Financial Partners
Ohio
$738K +$16.3K +17 +2%