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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1751
BCS Wealth Management
Tennessee
$337K
DOA
1752
D'Orazio & Associates
Virginia
$337K
VP
1753
Verum Partners
North Carolina
$337K -$9.83K -28 -3%
DFP
1754
Defined Financial Planning
California
$335K +$354K +1,009 New
LCWP
1755
Legacy Capital Wealth Partners
Arkansas
$335K -$319K -910 -47%
I
1756
InceptionR
California
$334K -$1.06M -3,034 -75%
OTL
1757
Oak Thistle LLC
New York
$332K +$351K +1,000 New
TW
1758
TritonPoint Wealth
Maryland
$332K +$9.13K +26 +3%
AAMC
1759
Asset Allocation & Management Company
Illinois
$331K +$350K +997 New
RW
1760
Rede Wealth
Virginia
$331K -$2.46K -7 -0.7%
GWP
1761
Gen-Wealth Partners
Michigan
$331K
GPW
1762
Genesis Private Wealth
Virginia
$331K +$350K +996 New
AL
1763
Aspiriant LLC
California
$330K -$9.48K -27 -3%
MAP
1764
Moody Aldrich Partners
Massachusetts
$328K
AC
1765
ASB Consultores
Florida
$328K -$61.1K -174 -15%
DLA
1766
Douglas Lane & Associates
New York
$327K +$8.07K +23 +2%
AFT
1767
Alpha Family Trust
California
$327K
WP
1768
Westmount Partners
California
$327K +$10.5K +30 +3%
FWM
1769
Forza Wealth Management
Florida
$327K
WCA
1770
Westover Capital Advisors
Delaware
$327K
EIP
1771
Ellis Investment Partners
Pennsylvania
$326K -$29.8K -85 -8%
AIM
1772
Athena Investment Management
California
$326K -$59.3K -169 -15%
NG
1773
Norden Group
Utah
$325K +$11.2K +32 +3%
HKAM
1774
Horizon Kinetics Asset Management
New York
$324K
PWA
1775
Provenance Wealth Advisors
Florida
$323K -$1.26M -3,598 -79%