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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Elmwood Wealth Management
California
$247K -$15.3K -48 -5%
DS
1252
DRW Securities
Illinois
$247K +$285K +893 New
ACM
1253
Aljian Capital Management
Nevada
$245K -$15.6K -49 -5%
FLP
1254
Financial Life Planners
Arizona
$245K +$282K +886 New
CH
1255
Cromwell Holdings
Wyoming
$245K -$9.88K -31 -3%
SAW
1256
Signal Advisors Wealth
Michigan
$245K -$32.2K -101 -10%
PWPS
1257
Pinnacle Wealth Planning Services
Ohio
$245K -$224K -702 -44%
PPW
1258
Presilium Private Wealth
Pennsylvania
$244K – – –
KBG
1259
Kahn Brothers Group
New York
$244K -$18.2K -57 -6%
BMCM
1260
Bryn Mawr Capital Management
Pennsylvania
$241K -$97.9K -307 -26%
EFSCE
1261
Enterprise Financial Services Corp (EFSC)
Missouri
$241K -$12.8K -40 -4%
AG
1262
AlTi Global
New York
$241K +$45.6K +143 +20%
LIM
1263
Leavell Investment Management
Alabama
$241K -$1.59K -5 -0.6%
NSAM
1264
North Star Asset Management
Wisconsin
$241K +$1.59K +5 +0.6%
SAM
1265
SignalPoint Asset Management
Missouri
$241K – – –
GWANC
1266
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$9.24K +29 +3%
MSAM
1267
Moloney Securities Asset Management
Missouri
$240K +$64.1K +201 +30%
TLCM
1268
Twin Lakes Capital Management
California
$240K – – –
OFG
1269
Oxford Financial Group
Indiana
$239K -$10.8K -34 -4%
C
1270
Covestor
United Kingdom
$239K +$15K +47 +6%
MWM
1271
Maripau Wealth Management
Indiana
$239K +$276K +865 New
PCP
1272
Proficio Capital Partners
Massachusetts
$239K +$54.2K +170 +24%
CWA
1273
CJM Wealth Advisers
Virginia
$239K – – –
LF
1274
LifePlan Financial
Minnesota
$238K -$232K -728 -46%
AC
1275
AlphaCore Capital
California
$237K -$44.6K -140 -14%