Name Holding Trade Value Shares
Change
Change in
Stake
APW
2351
Austin Private Wealth
Texas
$506K +$69.7K +1,221 +17%
HPM
2352
Hoxton Planning & Management
West Virginia
$506K -$286 -5 -0.1%
GGS
2353
Galvin Gaustad & Stein
Arizona
$504K +$628 +11 +0.1%
CFA
2354
Cahill Financial Advisors
Minnesota
$504K +$225K +3,942 +86%
EWA
2355
Emergent Wealth Advisors
New York
$503K +$19.2K +337 +4%
TCM
2356
Tran Capital Management
California
$503K – – –
IWM
2357
Integris Wealth Management
California
$502K -$72.6K -1,271 -13%
MPW
2358
Monterey Private Wealth
California
$501K +$55.2K +967 +13%
GVCM
2359
Global View Capital Management
Wisconsin
$500K +$483K +8,464 New
OBWG
2360
Onyx Bridge Wealth Group
New York
$500K -$286 -5 -0.1%
WIP
2361
WealthCare Investment Partners
Rhode Island
$500K +$3.31K +58 +0.7%
FW
2362
FullCircle Wealth
Texas
$498K -$489K -8,567 -52%
SCP
2363
Sivia Capital Partners
California
$498K +$514 +9 +0.1%
DWM
2364
Destination Wealth Management
California
$496K -$291K -5,092 -38%
AFTS
2365
American Financial & Tax Strategies
New York
$496K -$1.16M -20,281 -71%
CIM
2366
Contravisory Investment Management
Massachusetts
$496K +$478K +8,378 New
CA
2367
Calton & Associates
Florida
$495K -$78.5K -1,374 -14%
ACA
2368
Affinity Capital Advisors
California
$495K – – –
ICP
2369
Impact Capital Partners
Colorado
$494K +$477K +8,346 New
4A
2370
4Wealth Advisors
Illinois
$494K +$477K +8,346 New
ATWA
2371
Arbor Trust Wealth Advisors
Michigan
$494K -$157K -2,757 -25%
BIM
2372
Baldwin Investment Management
Pennsylvania
$494K +$61.1K +1,070 +15%
BAM
2373
Broyhill Asset Management
North Carolina
$494K +$476K +8,337 New
NFTC
2374
North Forty Two & Co
Oregon
$492K +$475K +8,317 New
IA
2375
Intellus Advisors
Florida
$492K +$475K +8,316 New