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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2601
Purus Wealth Management
California
$594K +$32K +212 +6%
GWM
2602
Gibbs Wealth Management
Georgia
$594K +$568K +3,765 New
CWA
2603
Consilium Wealth Advisory
Texas
$593K +$33.3K +221 +6%
FWP
2604
Firethorn Wealth Partners
Georgia
$593K +$167K +1,105 +42%
SCP
2605
Sivia Capital Partners
California
$592K +$6.94K +46 +1%
AFIA
2606
America First Investment Advisors
Nebraska
$591K – – –
XWM
2607
Xcel Wealth Management
Florida
$591K +$16.9K +112 +3%
HP
2608
Hyperion Partners
Pennsylvania
$590K +$905 +6 +0.2%
RHJA
2609
Rice Hall James & Associates
California
$589K – – –
SCM
2610
SOL Capital Management
Maryland
$589K – – –
TAM
2611
TCP Asset Management
Ohio
$588K +$17.1K +113 +3%
TWP
2612
Tower Wealth Partners
Pennsylvania
$588K +$19K +126 +3%
QPW
2613
Quantum Private Wealth
Florida
$587K -$7.09K -47 -1%
DWM
2614
Dechtman Wealth Management
Colorado
$587K +$6.04K +40 +1%
NRC
2615
New Republic Capital
North Carolina
$586K -$72.3K -479 -11%
PCMC
2616
Planning Capital Management Corporation
Pennsylvania
$585K +$45.1K +299 +9%
CHA
2617
Carmichael Hill & Associates
Maryland
$585K -$99.4K -659 -15%
MSF
2618
Mustard Seed Financial
Arkansas
$585K +$15.1K +100 +3%
SDWIA
2619
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$585K +$354K +2,348 +173%
GF
2620
Gries Financial
Ohio
$582K +$75.3K +499 +16%
BWP
2621
BSW Wealth Partners
Colorado
$582K +$9.96K +66 +2%
Klingman & Associates
2622
Klingman & Associates
New York
$580K -$4.98K -33 -0.9%
COCM
2623
Charter Oak Capital Management
New Hampshire
$580K -$18.9K -125 -3%
RA
2624
Riversedge Advisors
Delaware
$580K +$19.5K +129 +4%
AWP
2625
Abacus Wealth Partners
California
$579K +$126K +833 +29%