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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1526
Avidian Wealth Enterprises
Texas
$451K +$426K +12,888 New
SW
1527
SlateStone Wealth
Florida
$450K +$95.5K +2,886 +29%
WIM
1528
Wittenberg Investment Management
Massachusetts
$449K
FFWA
1529
FRG Family Wealth Advisors
Washington
$449K
JAG
1530
Journey Advisory Group
Kentucky
$448K -$364K -10,991 -46%
NME
1531
Notis-McConarty Edward
$447K
DWM
1532
Drive Wealth Management
Utah
$446K +$58.1K +1,757 +16%
WCM
1533
Windsor Capital Management
Arizona
$446K -$72.2K -2,182 -15%
BWM
1534
Biltmore Wealth Management
Arizona
$446K -$6.19K -187 -1%
CD
1535
Chapin Davis
Maryland
$445K +$421K +12,730 New
CWM
1536
Centurion Wealth Management
Virginia
$443K +$419K +12,661 New
CFP
1537
Catalyst Financial Partners
Massachusetts
$442K +$419K +12,652 New
HFM
1538
Harvest Fund Management
China
$441K +$208K +6,302 +100%
ZIG
1539
Zullo Investment Group
Pennsylvania
$440K -$13.9K -420 -3%
PWS
1540
Peterson Wealth Services
Utah
$439K -$208K -6,288 -33%
CBFP
1541
Cedar Brook Financial Partners
Ohio
$439K -$5.26K -159 -1%
GM
1542
GeoWealth Management
Illinois
$439K -$829K -25,064 -67%
SW
1543
SkyOak Wealth
Michigan
$438K
VAM
1544
Verity Asset Management
North Carolina
$437K +$150K +4,525 +57%
AFP
1545
Ausdal Financial Partners
Iowa
$436K +$5.03K +152 +1%
PWM
1546
Palumbo Wealth Management
New York
$436K -$7.31K -221 -2%
Members Trust
1547
Members Trust
Florida
$432K +$992 +30 +0.2%
MSR
1548
Main Street Research
Connecticut
$431K +$298 +9 +0.1%
OCBCO
1549
Oversea-Chinese Banking Corp (OCBC)
Singapore
$430K +$406K +12,273 New
RWA
1550
Ropes Wealth Advisors
Massachusetts
$427K -$88.6K -2,680 -18%