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Name Holding Trade Value Shares
Change
Change in
Stake
KSWWM
1076
Keyes Stange & Wooten Wealth Management
Florida
$379K +$358K +1,156 New
BHPW
1077
Beverly Hills Private Wealth
California
$377K -$27.6K -89 -7%
AWM
1078
Accurate Wealth Management
Florida
$377K +$16.1K +52 +5%
DWA
1079
Douglass Winthrop Advisors
New York
$377K
CFD
1080
Creative Financial Designs
Indiana
$375K -$4.64K -15 -1%
NS
1081
NBC Securities
Alabama
$374K +$929 +3 +0.3%
MS
1082
Maven Securities
Jersey
$371K -$219K -706 -38%
PTC
1083
Philadelphia Trust Company
Pennsylvania
$370K
UCMOK
1084
United Capital Management of KS
Kansas
$369K +$5.57K +18 +2%
CSB
1085
City State Bank
Iowa
$369K
RS
1086
R Squared
Hong Kong
$367K -$80.5K -260 -19%
ACG
1087
Allen Capital Group
Nebraska
$365K -$14.9K -48 -4%
CPA
1088
Cardiff Park Advisors
California
$364K
SWM
1089
Sterling Wealth Management
Illinois
$363K +$343K +1,109 New
CFG
1090
Carr Financial Group
Massachusetts
$362K +$1.55K +5 +0.5%
KA
1091
Klingman & Associates
New York
$362K +$310 +1 +0.1%
SIG
1092
Sky Investment Group
Connecticut
$361K
CSA
1093
Cornerstone Select Advisors
Missouri
$359K -$6.19K -20 -2%
MAM
1094
Morse Asset Management
Connecticut
$353K -$1.72M -5,567 -84%
MIM
1095
Marco Investment Management
Georgia
$353K +$6.81K +22 +2%
HFF
1096
Halter Ferguson Financial
Indiana
$351K
CWP
1097
Cyndeo Wealth Partners
Florida
$351K -$619 -2 -0.2%
BW
1098
Basepoint Wealth
Iowa
$350K -$162K -523 -33%
SM
1099
Sweeney & Michel
California
$349K
CPW
1100
Cove Private Wealth
New York
$348K +$329K +1,064 New