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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3051
Triton Wealth Management
Arizona
$484K -$15.6K -84 -3%
EL
3052
EWA LLC
Pennsylvania
$484K +$38.2K +205 +8%
WAM
3053
WealthTrust Asset Management
Florida
$483K +$1.86K +10 +0.3%
IPWA
3054
International Private Wealth Advisors
California
$483K +$543K +2,915 New
SRC
3055
Sage Rhino Capital
California
$483K +$558 +3 +0.1%
CIS
3056
Continental Investors Services
Washington
$483K +$64K +344 +15%
MFGM
3057
Marshall Financial Group (Maryland)
Maryland
$481K -$63.1K -339 -10%
BTIM
3058
BancFirst Trust & Investment Management
Oklahoma
$480K +$53.4K +287 +11%
PWA
3059
Prairie Wealth Advisors
Nebraska
$479K
LSC
3060
Lesa Sroufe & Co
Washington
$479K +$75K +403 +16%
AWM
3061
Avaii Wealth Management
Wisconsin
$478K +$142K +764 +36%
CWG
3062
Crown Wealth Group
North Carolina
$477K -$186 -1 -0%
BWM
3063
Bosman Wealth Management
California
$477K
PWA
3064
Physician Wealth Advisors
Utah
$476K -$72.2K -388 -12%
CA
3065
Crane Advisory
California
$476K
MAM
3066
McLean Asset Management
Virginia
$475K +$5.03K +27 +1%
WBCM
3067
Wilson & Boucher Capital Management
California
$475K
BWM
3068
BlackDiamond Wealth Management
New York
$475K +$36.3K +195 +9%
WB
3069
West Bancorporation
Iowa
$475K +$112K +600 +27%
W
3070
WPWealth
Texas
$474K -$48.2K -259 -8%
DWML
3071
Decker Wealth Management LLC
Tennessee
$474K
FWP
3072
Flatrock Wealth Partners
California
$472K +$71.7K +385 +16%
BWFA
3073
Baltimore-Washington Financial Advisors
Maryland
$470K -$52.1K -280 -9%
RFA
3074
RTD Financial Advisors
Pennsylvania
$470K
LSWP
3075
Liberty Square Wealth Partners
Pennsylvania
$469K +$372 +2 +0.1%