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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1301
Bill Few Associates
Pennsylvania
$274K +$581 +2 +0.2%
PWP
1302
Perfromance Wealth Partners
Illinois
$273K +$1.45K +5 +0.5%
RWM
1303
RBA Wealth Management
California
$273K -$6.68K -23 -2%
AOWM
1304
Alpha Omega Wealth Management
Virginia
$273K +$29K +100 +11%
ACM
1305
AlphaStar Capital Management
North Carolina
$273K -$6.39K -22 -2%
LCGC
1306
Legacy Capital Group California
California
$273K -$11.6K -40 -4%
SWM
1307
Stockman Wealth Management
Montana
$272K -$13.6K -47 -5%
KFS
1308
Keynote Financial Services
Connecticut
$272K – – –
KAS
1309
KPP Advisory Services
Kentucky
$271K -$2.32K -8 -0.8%
BOPW
1310
Brandywine Oak Private Wealth
Pennsylvania
$270K – – –
APW
1311
Aurora Private Wealth
New Jersey
$270K +$15.7K +54 +6%
BCM
1312
Becker Capital Management
Oregon
$268K -$1.45K -5 -0.5%
CWP
1313
Core Wealth Partners
California
$268K +$1.74K +6 +0.6%
GWM
1314
GSB Wealth Management
Connecticut
$266K – – –
WMA
1315
West Michigan Advisors
Michigan
$266K -$61.9K -213 -18%
NF
1316
Nikulski Financial
Iowa
$265K – – –
MMM
1317
Mendel Money Management
Illinois
$264K +$1.45K +5 +0.5%
TFA
1318
Transamerica Financial Advisors
Florida
$264K +$74.3K +256 +36%
GC
1319
Grimes & Company
Massachusetts
$264K +$25.8K +89 +10%
QWP
1320
Quotient Wealth Partners
Texas
$263K +$4.94K +17 +2%
AG
1321
AlTi Global
New York
$263K -$99K -341 -26%
GPA
1322
Garrison Point Advisors
California
$263K – – –
SFA
1323
Souders Financial Advisors
Ohio
$261K +$81K +279 +41%
CCWM
1324
Cassaday & Co Wealth Management
Virginia
$261K -$26.4K -91 -9%
Fisher Asset Management
1325
Fisher Asset Management
Washington
$261K -$63.6K -219 -19%