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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1876
Everstar Asset Management
North Carolina
$289K +$33K +796 +12%
CANC
1877
Culbertson A N & Co
Virginia
$289K -$87K -2,096 -21%
WHG
1878
Westwood Holdings Group
Texas
$289K +$53.6K +1,292 +20%
WLPWM
1879
Walled Lake Planning & Wealth Management
Illinois
$289K -$33.6K -810 -10%
LGG
1880
Luts & Greenleigh Group
Maryland
$289K -$1.25K -30 -0.4%
SWA
1881
SFMG Wealth Advisors
Texas
$287K -$706 -17 -0.2%
FFS
1882
Flavin Financial Services
Florida
$287K +$317K +7,646 New
4WM
1883
49 Wealth Management
Texas
$286K -$249 -6 -0.1%
VST
1884
Van Strum & Towne
California
$285K +$2.99K +72 +1%
RZH
1885
Relyea Zuckerberg Hanson
Connecticut
$284K -$17.4K -418 -5%
NG
1886
Northstar Group
New York
$284K +$16.7K +403 +6%
TCWM
1887
Total Clarity Wealth Management
Illinois
$284K -$8.47K -204 -3%
MSWM
1888
Master's Wealth Management
Pennsylvania
$283K +$313K +7,533 New
BFG
1889
Berger Financial Group
Minnesota
$282K -$15.9K -384 -5%
WIM
1890
Wittenberg Investment Management
Massachusetts
$281K
DA
1891
Dover Advisors
Virginia
$281K -$10.4K -250 -3%
NRC
1892
New Republic Capital
North Carolina
$281K +$7.18K +173 +2%
PL
1893
Parthenon LLC
Kentucky
$280K -$3.74K -90 -1%
ASBI
1894
American State Bank (Iowa)
Iowa
$280K +$21.8K +525 +8%
HIS
1895
Harvest Investment Services
Illinois
$280K +$310K +7,458 New
TWP
1896
Triad Wealth Partners
Kansas
$280K +$309K +7,453 New
BC
1897
Belmont Capital
California
$279K -$210K -5,051 -40%
HAS
1898
Holland Advisory Services
Florida
$278K +$42 +1 +0%
HWM
1899
Hemington Wealth Management
Virginia
$278K +$10.6K +255 +4%
DOA
1900
D'Orazio & Associates
Virginia
$278K +$498 +12 +0.2%