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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1451
Hohimer Wealth Management
Washington
$263K -$58.3K -264 -19%
CIM
1452
Confluence Investment Management
Missouri
$262K -$208K -942 -46%
FAG
1453
Fortitude Advisory Group
Washington
$262K +$18.1K +82 +8%
AGWCA
1454
Annis Gardner Whiting Capital Advisors
Florida
$262K
AL
1455
Aspiriant LLC
California
$260K +$6.62K +30 +3%
UW
1456
Unique Wealth
Florida
$260K +$238K +1,080 New
RWP
1457
Ridgecrest Wealth Partners
California
$260K
NRC
1458
New Republic Capital
North Carolina
$259K +$237K +1,075 New
CWA
1459
Consilium Wealth Advisory
Texas
$259K
TFF
1460
The Family Firm
Maryland
$259K
EWA
1461
EverSource Wealth Advisors
Alabama
$258K +$7.06K +32 +3%
LWM
1462
Lyell Wealth Management
California
$257K +$236K +1,067 New
HWAM
1463
Hennion & Walsh Asset Management
New Jersey
$257K +$235K +1,066 New
PMFA
1464
Plante Moran Financial Advisors
Michigan
$256K -$52.8K -239 -18%
CS
1465
Cannell & Spears
New York
$256K -$55.2K -250 -19%
CCA
1466
Childress Capital Advisors
Texas
$256K +$9.71K +44 +4%
MSFS
1467
Main Street Financial Solutions
Pennsylvania
$255K -$21K -95 -8%
CWM
1468
Compass Wealth Management
Connecticut
$255K -$14.1K -64 -6%
Empower Advisory Group
1469
Empower Advisory Group
Colorado
$255K +$16.3K +74 +8%
RZH
1470
Relyea Zuckerberg Hanson
Connecticut
$255K
CCG
1471
Catalina Capital Group
California
$254K +$233K +1,056 New
OL
1472
OneFund LLC
Florida
$254K +$233K +1,056 New
BMC
1473
Beaton Management Company
Massachusetts
$254K
HWA
1474
Heartwood Wealth Advisors
Virginia
$254K
KBFS
1475
Kohmann Bosshard Financial Services
Ohio
$253K +$11K +50 +5%