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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1251
Sage Mountain Advisors
Georgia
$156K +$101K +8,076 +188%
EWM
1252
Endurance Wealth Management
Rhode Island
$155K
WCWM
1253
Willow Creek Wealth Management
California
$155K -$13 -1 -0%
CAG
1254
Crestwood Advisors Group
Massachusetts
$154K -$52K -4,149 -25%
PPW
1255
Parcion Private Wealth
Washington
$154K -$21.3K -1,700 -12%
PP
1256
PrairieView Partners
Minnesota
$154K
ACA
1257
Aspire Capital Advisors
Washington
$154K +$20.9K +1,669 +16%
MCC
1258
Malaga Cove Capital
California
$154K +$153K +12,206 New
TVAMP
1259
Tennessee Valley Asset Management Partners
Tennessee
$153K -$24.8K -1,977 -14%
AIA
1260
Armor Investment Advisors
North Carolina
$152K -$68.4K -5,464 -31%
CFG
1261
Cooper Financial Group
California
$152K -$49.5K -3,956 -25%
ACM
1262
Advisors Capital Management
New Jersey
$152K -$801 -64 -0.5%
RWA
1263
Rooted Wealth Advisors
Illinois
$152K +$152K +12,150 New
CMI
1264
Clare Market Investments
Texas
$151K
Jones Financial Companies
1265
Jones Financial Companies
Missouri
$151K +$7.16K +572 +5%
PWS
1266
Precision Wealth Strategies
Missouri
$151K
OCBCO
1267
Oversea-Chinese Banking Corp (OCBC)
Singapore
$151K +$150K +11,975 New
NWM
1268
Northcape Wealth Management
New York
$151K +$150K +11,974 New
CAS
1269
Coppell Advisory Solutions
Texas
$150K +$20.6K +1,647 +16%
CASC
1270
Coppell Advisory Solutions Corp
Texas
$150K +$20.6K +1,647 +16%
WA
1271
WBH Advisory
Maryland
$150K +$149K +11,920 New
PFM
1272
Patton Fund Management
Texas
$150K -$25K -1,993 -14%
CWP
1273
Concord Wealth Partners
Virginia
$149K -$38.5K -3,076 -21%
RWPA
1274
Richard W. Paul & Associates
Michigan
$149K -$113 -9 -0.1%
CWM
1275
Curi Wealth Management
North Carolina
$149K -$49.5K -3,955 -25%