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Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
3326
Sterling Group Wealth Management
California
$251K +$249K +730 New
AC
3327
Addison Capital
Pennsylvania
$251K +$341 +1 +0.1%
TWM
3328
Tolleson Wealth Management
Texas
$250K -$248K -726 -50%
CA
3329
CSM Advisors
Pennsylvania
$250K – – –
NRA
3330
NSI Retail Advisors
Pennsylvania
$250K – – –
BDL
3331
Bey-Douglas LLC
Georgia
$250K – – –
TWA
3332
Tandem Wealth Advisors
Arizona
$250K – – –
SWM
3333
Shelton Wealth Management
Texas
$249K -$11.9K -35 -5%
GFL
3334
Granite FO LLC
New Hampshire
$249K – – –
LIWM
3335
Long Island Wealth Management
New York
$249K -$7.5K -22 -3%
TFO
3336
Tarbox Family Office
California
$247K -$682 -2 -0.3%
LF
3337
Longbow Finance
Switzerland
$247K -$351K -1,029 -59%
AWMG
3338
Alliance Wealth Management Group
New Jersey
$247K -$4.78K -14 -2%
PPW
3339
Pasadena Private Wealth
California
$247K – – –
IDBONY
3340
Israel Discount Bank of New York
New York
$246K -$159K -466 -39%
WMWM
3341
Whitaker-Myers Wealth Managers
Ohio
$246K -$10.6K -31 -4%
CISOA
3342
Capital Investment Services of America
Wisconsin
$246K – – –
VI
3343
VanderPol Investments
Michigan
$244K +$242K +710 New
GWAG
3344
Garrett Wealth Advisory Group
Texas
$244K +$242K +710 New
SL
3345
Salomon & Ludwin
Virginia
$244K -$809K -2,373 -77%
PCA
3346
Private Capital Advisors
Connecticut
$244K +$242K +708 New
HWM
3347
Horizons Wealth Management
North Carolina
$244K -$159K -466 -41%
OPPS
3348
Obsidian Personal Planning Solutions
Maryland
$243K -$2.05K -6 -0.8%
TLCM
3349
Twin Lakes Capital Management
California
$242K – – –
TFA
3350
TPG Financial Advisors
Oregon
$242K +$240K +704 New