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Name Holding Trade Value Shares
Change
Change in
Stake
AU
2201
AlphaGrep UK
$266K -$371K -921 -60%
WCM
2202
WealthBridge Capital Management
Ohio
$266K +$6.05K +15 +2%
IRP
2203
Investment Research Partners
Pennsylvania
$265K
EWS
2204
Evergreen Wealth Solutions
Pennsylvania
$265K +$236K +585 New
BWA
2205
Basecamp Wealth Advisors
Washington
$264K -$1.21K -3 -0.5%
ECAM
2206
East Coast Asset Management
Massachusetts
$263K
AI
2207
AXS Investments
New York
$263K +$249K +617 New
PDM
2208
Penn Davis McFarland
Texas
$263K +$249K +617 New
TT
2209
TI-Trust
Illinois
$261K
TAM
2210
Townsend Asset Management
North Carolina
$261K +$5.65K +14 +2%
EV
2211
EJMK Ventures
Illinois
$261K +$247K +612 New
AG
2212
Advocate Group
Minnesota
$260K
CA
2213
Crewe Advisors
Utah
$260K +$29.4K +73 +14%
VW
2214
Vance Wealth
California
$260K +$9.68K +24 +4%
EGWAG
2215
Elwood & Goetz Wealth Advisory Group
Georgia
$260K +$17.7K +44 +8%
ACM
2216
Avalon Capital Management
California
$259K
SFG
2217
Shum Financial Group
California
$259K +$245K +607 New
BFS
2218
Burkett Financial Services
South Carolina
$259K -$9.68K -24 -4%
TWM
2219
Tanager Wealth Management
United Kingdom
$258K +$12.5K +31 +5%
OCWP
2220
Owl Creek Wealth Partners
Colorado
$258K +$2.02K +5 +0.8%
CF
2221
Convergence Financial
Missouri
$258K +$244K +605 New
CCA
2222
Conservest Capital Advisors
Pennsylvania
$257K +$9.28K +23 +4%
LOPW
2223
Live Oak Private Wealth
North Carolina
$257K +$7.66K +19 +3%
EFA
2224
Evernest Financial Advisors
Indiana
$257K
Vanguard Capital Wealth Advisors
2225
Vanguard Capital Wealth Advisors
Colorado
$256K -$5.65K -14 -2%