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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1251
Pines Wealth Management
North Carolina
$798K +$171K +550 +21%
FWTB
1252
First Western Trust Bank
Colorado
$796K +$13.4K +43 +1%
PAMG
1253
Patton Albertson Miller Group
Tennessee
$794K -$46.1K -148 -5%
RIA
1254
Richwood Investment Advisors
Ohio
$793K -$96.5K -310 -10%
GWM
1255
Geneos Wealth Management
Colorado
$792K +$87.5K +281 +11%
BAM
1256
Belpointe Asset Management
Nevada
$791K +$22.1K +71 +3%
WPA
1257
West Paces Advisors
Georgia
$784K -$182K -585 -17%
SIM
1258
SWP Investment Management
Ohio
$783K +$897K +2,881 New
GD
1259
Grandfield & Dodd
New York
$781K -$21.8K -70 -2%
BWL
1260
Bogart Wealth LLC
Virginia
$776K +$43.3K +139 +5%
Balyasny Asset Management
1261
Balyasny Asset Management
Illinois
$775K -$365K -1,171 -29%
TTIC
1262
Tower Trust & Investment Company
Iowa
$774K +$819K +2,630 New
CP
1263
Canopy Partners
Ohio
$774K +$138K +442 +18%
EW
1264
Elyxium Wealth
California
$773K +$351K +1,126 +66%
IIC
1265
Ironwood Investment Counsel
Arizona
$773K +$16.2K +52 +2%
TCPG
1266
Trivant Custom Portfolio Group
California
$771K +$884K +2,838 New
LSA
1267
Lion Street Advisors
Texas
$771K +$3.42K +11 +0.4%
AG
1268
Ascent Group
Virginia
$767K -$787K -2,528 -47%
FPL
1269
Fortress Private Ledger
North Carolina
$766K +$19.3K +62 +2%
HFBOT
1270
Home Federal Bank of Tennessee
Tennessee
$765K
BCM
1271
BluePath Capital Management
Georgia
$762K -$207K -664 -19%
TA
1272
TCM Advisors
West Virginia
$758K
TWM
1273
Tradition Wealth Management
Minnesota
$756K +$31.1K +100 +4%
VIPI
1274
Vista Investment Partners II
Indiana
$755K -$21.8K -70 -2%
HKIMG
1275
Hutchens & Kramer Investment Management Group
Indiana
$750K -$10.9K -35 -1%