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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1401
RMR Wealth Builders
New Jersey
$566K +$124K +405 +31%
GWAG
1402
Garrett Wealth Advisory Group
Texas
$564K +$40K +131 +8%
IA
1403
Insight Advisors
Pennsylvania
$561K +$5.8K +19 +1%
AIM
1404
Alhambra Investment Management
Florida
$560K +$6.11K +20 +1%
NSAM
1405
North Star Asset Management
Wisconsin
$559K -$9.17K -30 -2%
DP
1406
DDD Partners
Washington
$553K -$10.7K -35 -2%
BFWM
1407
Bright Futures Wealth Management
New York
$551K +$491K +1,606 New
GFG
1408
Greystone Financial Group
Michigan
$547K +$504K +1,649 New
DCM
1409
Dudley Capital Management
Virginia
$538K
TNAM
1410
Terra Nova Asset Management
New York
$537K
SIC
1411
Sigma Investment Counselors
Michigan
$536K +$5.5K +18 +1%
JSW
1412
Journey Strategic Wealth
New Jersey
$533K +$48K +157 +11%
FMTC
1413
Farmers & Merchants Trust Company
California
$533K -$6.72K -22 -1%
OAM
1414
Ostrum Asset Management
France
$530K -$808K -2,644 -62%
KOC
1415
Koss-Olinger Consulting
Florida
$529K +$917 +3 +0.2%
FWP
1416
Firethorn Wealth Partners
Georgia
$528K -$19.2K -63 -4%
CAL
1417
Capital Advisors Ltd
Ohio
$527K -$4.28K -14 -0.9%
LAM
1418
L2 Asset Management
Massachusetts
$526K +$18K +59 +4%
RDWM
1419
Red Door Wealth Management
Tennessee
$524K +$158K +517 +49%
WA
1420
WBH Advisory
Maryland
$524K
CFA
1421
CWS Financial Advisors
Michigan
$524K
PFA
1422
Pathway Financial Advisors
Vermont
$523K +$5.19K +17 +1%
GSEP
1423
Golden State Equity Partners
California
$521K +$37.6K +123 +8%
CFO
1424
CVA Family Office
Colorado
$520K +$3.67K +12 +0.8%
TLCM
1425
Twin Lakes Capital Management
California
$520K