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Name Holding Trade Value Shares
Change
Change in
Stake
BBW
3201
Blue Barn Wealth
Utah
$465K +$20.1K +51 +5%
MWAM
3202
Manhattan West Asset Management
California
$464K -$18.9K -48 -4%
WJA
3203
Willis Johnson & Associates
Texas
$463K -$12.6K -32 -3%
AWA
3204
Aletheian Wealth Advisors
Washington
$462K +$8.65K +22 +2%
PCMN
3205
Paradigm Capital Management (Nevada)
Nevada
$462K
NAMNJ
3206
NorthStar Asset Management (New Jersey)
New Jersey
$461K +$786 +2 +0.2%
AAMC
3207
Asset Allocation & Management Company
Illinois
$460K
ARMT
3208
Amica Retiree Medical Trust
Rhode Island
$459K
OPW
3209
Oxler Private Wealth
New York
$458K +$2.36K +6 +0.5%
GA
3210
Goldstein Advisors
Wisconsin
$457K -$213K -542 -32%
GCP
3211
GSA Capital Partners
United Kingdom
$457K -$1.02M -2,588 -70%
LFP
3212
Leeward Financial Partners
Washington
$457K -$5.9K -15 -1%
ACA
3213
Anchor Capital Advisors
Massachusetts
$457K
OTL
3214
Oak Thistle LLC
New York
$457K -$1.07M -2,716 -71%
BW
3215
BXM Wealth
Colorado
$456K +$168K +427 +61%
CWA
3216
Clarity Wealth Advisors
California
$456K -$1.97K -5 -0.4%
CFSG
3217
Clark Financial Services Group
Missouri
$456K +$38.5K +98 +10%
EMAM
3218
Encompass More Asset Management
California
$456K -$14.9K -38 -3%
WFA
3219
Wellspring Financial Advisors
Ohio
$455K +$4.72K +12 +1%
CPIA
3220
Cornell Pochily Investment Advisors
New York
$455K
FCG
3221
Fielder Capital Group
Tennessee
$455K +$7.47K +19 +2%
YWS
3222
Yarger Wealth Strategies
Ohio
$454K -$24K -61 -5%
JBA
3223
Johnson Bixby & Associates
Washington
$454K -$3.93K -10 -0.9%
TSMHT
3224
Thurston Springer Miller Herd & Titak
Indiana
$454K -$5.64M -14,354 -93%
LWL
3225
Leo Wealth LLC
Texas
$454K -$2.25M -5,727 -84%