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Name Holding Trade Value Shares
Change
Change in
Stake
FDS
726
Freedom Day Solutions
Texas
$234K
WWM
727
Waterway Wealth Management
Texas
$233K +$231K +1,290 New
BWM
728
Baron Wealth Management
Michigan
$233K
LC
729
Lindbrook Capital
California
$231K +$6.8K +38 +3%
EWP
730
Elevation Wealth Partners
California
$230K
SAF
731
Smith Anglin Financial
Texas
$230K
APW
732
Acima Private Wealth
Virginia
$226K
MIM
733
Morningstar Investment Management
Illinois
$225K
LSPW
734
Lake Street Private Wealth
Illinois
$223K -$3.04K -17 -1%
RVPG
735
Relative Value Partners Group
$223K +$221K +1,235 New
BWA
736
Bordeaux Wealth Advisors
California
$220K +$537 +3 +0.2%
FWTB
737
First Western Trust Bank
Colorado
$218K
GA
738
Geller Advisors
New York
$215K +$4.83K +27 +2%
OAM
739
Ostrum Asset Management
France
$214K -$16.7K -93 -7%
QC
740
Quent Capital
New York
$213K +$4.83K +27 +2%
BAM
741
Brave Asset Management
New Jersey
$213K
SHA
742
Seneca House Advisors
Virginia
$210K +$1.07K +6 +0.5%
SM
743
Sciencast Management
New Jersey
$209K +$207K +1,158 New
CIC
744
Carnegie Investment Counsel
Ohio
$208K -$7.16K -40 -3%
BFEC
745
Benjamin F. Edwards & Company
Missouri
$208K -$11.3K -63 -5%
MW
746
MBL Wealth
North Carolina
$207K +$205K +1,147 New
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$207K -$179 -1 -0.1%
WT
748
Whittier Trust
California
$206K
PFA
749
Pathway Financial Advisors
Vermont
$206K
GWM
750
GSB Wealth Management
Connecticut
$204K -$1.97K -11 -1%