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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1226
Beverly Hills Private Wealth
California
$302K -$12.5K -13 -4%
LA
1227
LM Advisors
California
$299K
BDFN
1228
Bond & Devick Financial Network
Minnesota
$296K +$2.88K +3 +1%
AT
1229
Arlington Trust
Alabama
$293K -$24K -25 -8%
HCM
1230
Hollencrest Capital Management
California
$293K +$155K +161 +129%
BOPW
1231
Brandywine Oak Private Wealth
Pennsylvania
$290K +$57.7K +60 +27%
LTAS
1232
Linden Thomas Advisory Services
North Carolina
$289K +$44.2K +46 +19%
WEG
1233
World Equity Group
Illinois
$289K -$11.5K -12 -4%
CIS
1234
Continental Investors Services
Washington
$288K
RW
1235
Rede Wealth
Virginia
$284K +$267K +278 New
CWS
1236
Confluence Wealth Services
Pennsylvania
$283K +$62.5K +65 +31%
AAM
1237
Auxier Asset Management
Oregon
$283K +$266K +277 New
RIL
1238
Rothschild Investment LLC
Illinois
$283K +$58.6K +61 +28%
HWM
1239
Hemington Wealth Management
Virginia
$282K -$17.3K -18 -6%
FCM
1240
Fourpath Capital Management
Oklahoma
$281K
GWM
1241
Geneos Wealth Management
Colorado
$281K +$38.5K +40 +17%
SWA
1242
Stratos Wealth Advisors
Ohio
$281K +$263K +274 New
OFS
1243
OneAscent Financial Services
Alabama
$280K -$147K -153 -36%
AWA
1244
Amplius Wealth Advisors
Pennsylvania
$279K
CSPAM
1245
Cary Street Partners Asset Management
Virginia
$279K +$262K +273 New
RSWM
1246
Robertson Stephens Wealth Management
California
$279K +$262K +273 New
MCWS
1247
McKinley Carter Wealth Services
West Virginia
$278K +$1.92K +2 +0.7%
WFO
1248
Wealthgate Family Office
Colorado
$278K
HPM
1249
Hoxton Planning & Management
West Virginia
$277K -$24K -25 -8%
PWM
1250
Paulson Wealth Management
Illinois
$277K -$961 -1 -0.4%