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Name Holding Trade Value Shares
Change
Change in
Stake
LWL
1151
Leo Wealth LLC
Texas
$311K +$63.7K +291 +27%
CFD
1152
Creative Financial Designs
Indiana
$311K -$2.85K -13 -0.9%
SCM
1153
Stevens Capital Management
Pennsylvania
$311K +$299K +1,366 New
BIM
1154
Baldwin Investment Management
Pennsylvania
$311K -$148K -675 -33%
EBT
1155
Enterprise Bank & Trust
Massachusetts
$310K +$18.4K +84 +7%
Fisher Asset Management
1156
Fisher Asset Management
Washington
$310K +$24.5K +112 +9%
GWS
1157
Greykasell Wealth Strategies
California
$309K -$59.8K -273 -17%
AFO
1158
Arrowroot Family Office
California
$308K +$297K +1,355 New
HWA
1159
Heartwood Wealth Advisors
Virginia
$308K – – –
Financial Engines Advisors
1160
Financial Engines Advisors
California
$308K +$297K +1,356 New
BPFA
1161
Barnes Pettey Financial Advisors
Mississippi
$308K – – –
WSCM
1162
Wellington Shields Capital Management
New York
$307K – – –
CAG
1163
Crestwood Advisors Group
Massachusetts
$306K +$40.1K +183 +16%
ICP
1164
Impact Capital Partners
Colorado
$306K -$35.5K -162 -11%
SS
1165
Sunbelt Securities
Texas
$306K +$10.7K +49 +5%
ESBC
1166
E.S. Barr & Co
Kentucky
$305K – – –
SAM
1167
Silvercrest Asset Management
New York
$304K +$293K +1,337 New
CA
1168
Cambridge Advisors
Nebraska
$303K -$82.1K -375 -22%
SGCA
1169
Steel Grove Capital Advisors
Tennessee
$303K +$3.07K +14 +1%
WMG
1170
WESCAP Management Group
California
$303K -$57.4K -262 -16%
EWM
1171
Edge Wealth Management
New York
$303K -$21.5K -98 -7%
RMC
1172
Resources Management Corp
Connecticut
$303K -$52.6K -240 -15%
PCM
1173
Polymer Capital Management
New York
$303K +$104K +474 +55%
CAM
1174
Columbia Asset Management
Michigan
$302K +$219 +1 +0.1%
RF
1175
Rossby Financial
Florida
$298K -$4.6K -21 -2%