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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
2201
Flagstone Financial Management
Nebraska
$272K -$10.1K -25 -4%
KMWM
2202
Keudell/Morrison Wealth Management
Oregon
$271K -$8.87K -22 -3%
BWM
2203
Bernard Wealth Management
Michigan
$271K – – –
BSG
2204
Black Swift Group
Colorado
$271K +$256K +635 New
AL
2205
ARWA LLC
Texas
$270K -$236K -584 -46%
OA
2206
Oxbow Advisors
Texas
$268K +$254K +630 New
OPA
2207
Old Port Advisors
Maine
$268K +$23.8K +59 +10%
EWM
2208
Elevatus Welath Management
New York
$268K +$253K +628 New
GCM
2209
GKV Capital Management
California
$268K -$61.3K -152 -19%
AIA
2210
Accelerate Investment Advisors
California
$267K +$23.4K +58 +10%
HPC
2211
Hobart Private Capital
North Carolina
$266K +$807 +2 +0.3%
AU
2212
AlphaGrep UK
$266K -$371K -921 -60%
WCM
2213
WealthBridge Capital Management
Ohio
$266K +$6.05K +15 +2%
IRP
2214
Investment Research Partners
Pennsylvania
$265K – – –
EWS
2215
Evergreen Wealth Solutions
Pennsylvania
$265K +$236K +585 New
BWA
2216
Basecamp Wealth Advisors
Washington
$264K -$1.21K -3 -0.5%
ECAM
2217
East Coast Asset Management
Massachusetts
$263K – – –
AI
2218
AXS Investments
New York
$263K +$249K +617 New
PDM
2219
Penn Davis McFarland
Texas
$263K +$249K +617 New
TT
2220
TI-Trust
Illinois
$261K – – –
TAM
2221
Townsend Asset Management
North Carolina
$261K +$5.65K +14 +2%
EV
2222
EJMK Ventures
Illinois
$261K +$247K +612 New
AG
2223
Advocate Group
Minnesota
$260K – – –
CA
2224
Crewe Advisors
Utah
$260K +$29.4K +73 +14%
VW
2225
Vance Wealth
California
$260K +$9.68K +24 +4%