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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1076
Wealth Group
North Carolina
$374K +$342K +385 New
AWA
1077
Arkadios Wealth Advisors
Georgia
$374K -$58.5K -66 -15%
BPCA
1078
Bank Pictet & Cie (Asia)
Singapore
$374K -$1.5M -1,690 -81%
JWM
1079
Janiczek Wealth Management
Colorado
$374K +$40.8K +46 +14%
TCA
1080
Transcend Capital Advisors
New Jersey
$372K -$20.4K -23 -6%
FWP
1081
Falcon Wealth Planning
California
$372K -$887 -1 -0.3%
NB
1082
NBT Bank
New York
$370K -$15.1K -17 -4%
OPA
1083
Old Port Advisors
Maine
$370K +$28.4K +32 +9%
BCM
1084
Barometer Capital Management
Ontario, Canada
$368K +$241K +272 +181%
FG
1085
Fiduciary Group
Georgia
$366K +$1.77K +2 +0.5%
WDL
1086
Well Done LLC
Michigan
$365K +$22.2K +25 +7%
ACG
1087
Allen Capital Group
Nebraska
$364K
AAM
1088
Aureus Asset Management
Massachusetts
$364K +$39K +44 +13%
IFWM
1089
Institute for Wealth Management
Colorado
$363K
1IA
1090
1834 Investment Advisors
Wisconsin
$362K +$24.8K +28 +8%
HCM
1091
Howland Capital Management
Massachusetts
$362K +$331K +373 New
SFO
1092
Stokes Family Office
Louisiana
$361K +$14.2K +16 +4%
WI
1093
Wintrust Investments
Illinois
$360K +$329K +371 New
OWA
1094
Opal Wealth Advisors
New York
$359K -$24.8K -28 -7%
SB
1095
Strategic Blueprint
Georgia
$358K +$38.1K +43 +13%
HWA
1096
HCR Wealth Advisors
California
$358K -$44.4K -50 -12%
VCM
1097
Virtue Capital Management
Tennessee
$358K -$145K -163 -30%
Credit Agricole
1098
Credit Agricole
France
$357K +$150K +169 +73%
TWM
1099
Tradition Wealth Management
Minnesota
$353K -$35.5K -40 -10%
GGS
1100
Galvin Gaustad & Stein
Arizona
$351K -$111K -125 -26%