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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
876
Pennsylvania Capital Management
Pennsylvania
$250K
TCWA
877
Turtle Creek Wealth Advisors
Texas
$249K +$10.5K +228 +4%
RWM
878
RMG Wealth Management
Wisconsin
$249K -$11.2K -243 -4%
LIM
879
Leavell Investment Management
Alabama
$247K
PA
880
Procyon Advisors
Connecticut
$247K -$3.98K -86 -2%
GWM
881
Geneos Wealth Management
Colorado
$246K +$740 +16 +0.3%
OAM
882
Oppenheimer Asset Management
New York
$245K +$243K +5,256 New
SP
883
Successful Portfolios
Florida
$244K +$46 +1 +0%
CIA
884
Choate Investment Advisors
Massachusetts
$244K -$463 -10 -0.2%
MG
885
Marex Group
$244K +$242K +5,225 New
SF
886
Symphony Financial
Texas
$243K +$238K +5,148 New
CCA
887
Carrera Capital Advisors
Michigan
$242K -$1.11K -24 -0.5%
CCA
888
Clearwater Capital Advisors
Illinois
$241K
FFS
889
Founders Financial Securities
Maryland
$241K +$2.27K +49 +1%
BAM
890
Belpointe Asset Management
Nevada
$241K +$46 +1 +0%
GSB
891
Greenfield Savings Bank
Massachusetts
$240K
MIM
892
MTM Investment Management
South Carolina
$240K
TWM
893
Trinity Wealth Management
Pennsylvania
$240K +$509 +11 +0.2%
MWPCG
894
Measured Wealth Private Client Group
New Hampshire
$239K -$1.08M -23,320 -82%
NB
895
Northwest Bancshares
Pennsylvania
$238K
NRG
896
Nemes Rush Group
Michigan
$237K +$139 +3 +0.1%
WA
897
WESPAC Advisors
California
$236K +$38.8K +838 +20%
SWM
898
SeaCrest Wealth Management
New York
$236K -$5.83K -126 -2%
FMLI
899
Fukoku Mutual Life Insurance
Japan
$235K
PP
900
Patten & Patten
Tennessee
$234K