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Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
2251
Legacy Capital Wealth Partners
Arkansas
$239K +$206K +909 New
EWM
2252
Elevatus Welath Management
New York
$239K +$205K +907 New
CAC
2253
Core Alternative Capital
Georgia
$238K +$8.83K +39 +4%
AA
2254
Apriem Advisors
California
$238K +$205K +905 New
PWP
2255
Precedent Wealth Partners
Texas
$238K +$205K +904 New
Welch Group
2256
Welch Group
Alabama
$238K +$205K +904 New
ACC
2257
Acorn Creek Capital
Colorado
$237K +$204K +902 New
SAM
2258
Shikiar Asset Management
New York
$237K -$493K -2,180 -71%
SICM
2259
Sustainable Insight Capital Management
New York
$237K -$158K -700 -44%
AWP
2260
Avid Wealth Partners
Texas
$236K +$203K +898 New
CWA
2261
Consilio Wealth Advisors
Washington
$236K +$203K +896 New
Accredited Investors
2262
Accredited Investors
Minnesota
$235K +$202K +892 New
EPA
2263
Element Pointe Advisors
Florida
$234K +$202K +891 New
MBI
2264
May Barnhard Investments
Maryland
$234K +$201K +889 New
BWM
2265
Blossom Wealth Management
California
$234K +$201K +888 New
SNBOSD
2266
Security National Bank of So Dak
Iowa
$234K +$201K +888 New
AA
2267
Aire Advisors
California
$234K +$201K +886 New
TWP
2268
Tempus Wealth Planning
California
$233K +$201K +887 New
HG
2269
Harbor Group
New Hampshire
$233K -$41.9K -185 -17%
BHBT
2270
Burke & Herbert Bank & Trust
Virginia
$233K +$201K +886 New
WE
2271
Wealth Effects
Massachusetts
$233K +$200K +885 New
MPW
2272
MGO Private Wealth
California
$232K +$200K +883 New
PMSA
2273
Patrick M. Sweeney & Associates
Illinois
$232K +$199K +881 New
OPPS
2274
Obsidian Personal Planning Solutions
Maryland
$232K +$199K +880 New
CAM
2275
Claret Asset Management
Quebec, Canada
$231K +$198K +877 New