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Name Holding Trade Value Shares
Change
Change in
Stake
EFI
1201
EHP Funds Inc
Canada
$379K +$381K +1,500 New
ITIM
1202
Indiana Trust & Investment Management
Indiana
$377K
Empower Advisory Group
1203
Empower Advisory Group
Colorado
$376K +$14.7K +58 +4%
SWM
1204
Spire Wealth Management
Virginia
$371K +$11.7K +46 +3%
OWM
1205
OneAscent Wealth Management
Alabama
$371K +$371K +1,459 New
MM
1206
MQS Management
New York
$369K +$371K +1,460 New
EFS
1207
Essex Financial Services
Connecticut
$369K +$2.29K +9 +0.6%
1WA
1208
180 Wealth Advisors
Washington
$369K -$9.91K -39 -3%
CCM
1209
Crew Capital Management
Ohio
$367K -$508 -2 -0.1%
GL
1210
Graypoint LLC
New York
$367K +$88.4K +348 +32%
FFWM
1211
Future Financial Wealth Management
Ohio
$367K +$12.7K +50 +4%
DFG
1212
Delta Financial Group
New Jersey
$366K +$13.7K +54 +4%
ISWM
1213
Independent Solutions Wealth Management
New York
$366K +$26.9K +106 +8%
OWA
1214
Opal Wealth Advisors
New York
$365K +$1.27K +5 +0.3%
MSFS
1215
Main Street Financial Solutions
Pennsylvania
$364K -$508 -2 -0.1%
MIM
1216
MTM Investment Management
South Carolina
$363K
FLI
1217
Family Legacy Inc
South Carolina
$363K -$1.27K -5 -0.3%
BPFA
1218
Barnes Pettey Financial Advisors
Mississippi
$363K
BMCM
1219
Bryn Mawr Capital Management
Pennsylvania
$362K -$871K -3,430 -71%
CPIG
1220
Chicago Partners Investment Group
Illinois
$361K +$13.7K +54 +4%
CIC
1221
Crawford Investment Counsel
Georgia
$361K +$4.32K +17 +1%
WAM
1222
Walker Asset Management
Missouri
$360K +$60K +236 +20%
WP
1223
WealthSource Partners
California
$360K +$6.86K +27 +2%
TF
1224
Tompkins Financial
New York
$360K
WI
1225
WrapManager Inc
California
$358K -$11.2K -44 -3%