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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2951
Heartwood Wealth Advisors
Virginia
$306K +$84.6K +524 +36%
GCM
2952
G2 Capital Management
Ohio
$306K +$319K +1,977 New
SAM
2953
Silphium Asset Management
United Kingdom
$305K -$137K -846 -30%
BRA
2954
Biechele Royce Advisors
Indiana
$305K -$2.42K -15 -0.8%
WIP
2955
WealthCare Investment Partners
Rhode Island
$305K +$318K +1,972 New
CCA
2956
Catalyst Capital Advisors
New York
$304K
FCM
2957
Firestone Capital Management
Florida
$304K +$4.2K +26 +1%
CCM
2958
Chickasaw Capital Management
Tennessee
$303K
BFS
2959
Baskin Financial Services
Ontario, Canada
$303K +$23.3K +144 +8%
NQWM
2960
Northwest Quadrant Wealth Management
Oregon
$303K +$32.3K +200 +11%
FVWA
2961
Foster Victor Wealth Advisors
South Carolina
$303K +$34.7K +215 +13%
CCM
2962
Carlson Capital Management
Minnesota
$302K -$95.6K -592 -23%
CPW
2963
Catalyst Private Wealth
California
$302K +$323 +2 +0.1%
BWM
2964
BlackDiamond Wealth Management
New York
$302K +$314K +1,947 New
TA
2965
Trellis Advisors
Washington
$301K -$12.1K -75 -4%
BIA
2966
Barry Investment Advisors
Massachusetts
$301K +$78K +483 +33%
WCM
2967
Wisconsin Capital Management
Wisconsin
$300K
CWM
2968
Campbell Wealth Management
Virginia
$300K +$37.6K +233 +14%
LWP
2969
Legacy Wealth Planning
Nevada
$298K -$53.1K -329 -15%
EBSAM
2970
Eubel Brady & Suttman Asset Management
Ohio
$298K +$16.1K +100 +5%
HFS
2971
Howard Financial Services
Texas
$298K +$92.4K +572 +42%
WAM
2972
Walker Asset Management
Missouri
$297K +$310K +1,920 New
SFPG
2973
Stonebridge Financial Planning Group
Florida
$296K -$48.5K -300 -12%
AWS
2974
Arkfeld Wealth Strategies
Nebraska
$296K
GIM
2975
Greylin Investment Management
Virginia
$296K