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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1276
Strategic Financial Services
New York
$244K
KCM
1277
Kathmere Capital Management
Pennsylvania
$243K -$2.15K -3 -0.8%
WLIM
1278
White Lighthouse Investment Management
Massachusetts
$243K
CWM
1279
Centric Wealth Management
Illinois
$242K
CAMV
1280
Concord Asset Management (Virginia)
Virginia
$242K +$251K +349 New
AWM
1281
Angeles Wealth Management
California
$241K +$2.15K +3 +0.9%
BIP
1282
Blueprint Investment Partners
North Carolina
$241K +$250K +348 New
CCB
1283
Cutter & Co Brokerage
Missouri
$241K +$20.8K +29 +9%
BDFN
1284
Bond & Devick Financial Network
Minnesota
$241K
GDP
1285
Great Diamond Partners
Maine
$238K -$10.8K -15 -4%
TCBWMS
1286
Texas Capital Bank Wealth Management Services
Texas
$238K
OWA
1287
Opal Wealth Advisors
New York
$238K +$16.5K +23 +7%
MPCG
1288
Matrix Private Capital Group
New York
$238K +$68.2K +95 +38%
PA
1289
Probity Advisors
Texas
$238K +$246K +343 New
HWA
1290
HCR Wealth Advisors
California
$237K -$20.8K -29 -8%
SIG
1291
Sky Investment Group
Connecticut
$237K +$246K +342 New
SAM
1292
Strive Asset Management
Ohio
$237K +$246K +342 New
WA
1293
Waverly Advisors
Alabama
$236K +$244K +340 New
BAM
1294
Blueshift Asset Management
New Jersey
$234K -$835K -1,163 -77%
RRA
1295
Round Rock Advisors
Connecticut
$234K +$243K +338 New
WAG
1296
Wallace Advisory Group
California
$234K +$24.4K +34 +14%
AWM
1297
Alterna Wealth Management
Texas
$234K +$59.6K +83 +33%
WB
1298
Webster Bank
Connecticut
$233K -$27.3K -38 -10%
ATIA
1299
American Trust Investment Advisors
New Hampshire
$232K
CIAS
1300
Capital Investment Advisory Services
North Carolina
$232K +$5.03K +7 +2%