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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2276
Elite Wealth Management
Washington
$437K – – –
RZH
2277
Relyea Zuckerberg Hanson
Connecticut
$436K +$62.7K +552 +19%
DWM
2278
Drive Wealth Management
Utah
$436K +$422K +3,712 New
BOM
2279
Bank of Marin
California
$432K +$8.75K +77 +2%
BWM
2280
Birchcreek Wealth Management
Ohio
$430K -$90.9K -800 -18%
FC
2281
Fusion Capital
South Carolina
$429K +$139K +1,227 +51%
EWM
2282
Elmwood Wealth Management
California
$429K +$415K +3,653 New
RK
2283
Rather & Kittrell
Tennessee
$428K +$414K +3,649 New
SIM
2284
SSI Investment Management
California
$426K -$1.14K -10 -0.3%
SCFS
2285
S.C. Financial Services
Arizona
$426K +$381K +3,352 New
SMG
2286
Smart Money Group
Texas
$425K +$16.4K +144 +4%
ACA
2287
Atlas Capital Advisors
Wyoming
$424K – – –
FFC
2288
First Financial Corp
Indiana
$423K -$14.2K -125 -3%
CWM
2289
Connecticut Wealth Management
Connecticut
$423K -$6.02K -53 -1%
HSG
2290
Helen Stephens Group
Texas
$423K +$409K +3,603 New
LHC
2291
Little House Capital
Massachusetts
$423K +$409K +3,604 New
CCIA
2292
Cherry Creek Investment Advisors
Colorado
$422K +$13.9K +122 +4%
HI
2293
Hoey Investments
Pennsylvania
$422K +$324K +2,849 +380%
ACA
2294
Affinity Capital Advisors
California
$421K +$22.4K +197 +6%
PCG
2295
Private Capital Group
Connecticut
$420K -$42.4K -373 -9%
CWM
2296
Cabot Wealth Management
Massachusetts
$419K +$2.84K +25 +0.7%
PIA
2297
Pinion Investment Advisors
Kansas
$418K -$28.1K -247 -6%
YWP
2298
YorkBridge Wealth Partners
New York
$418K -$7.38K -65 -2%
GDP
2299
Great Diamond Partners
Maine
$418K +$28.4K +250 +8%
DDC
2300
DF Dent & Co
Maryland
$417K +$20.9K +184 +5%
90 91
92
93 94