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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2626
Amplius Wealth Advisors
Pennsylvania
$462K +$68.5K +272 +20%
PWP
2627
Parkwoods Wealth Partners
New York
$462K +$13.9K +55 +3%
GHA
2628
GW Henssler & Associates
Georgia
$461K -$23.7K -94 -5%
BAMG
2629
Brand Asset Management Group
Missouri
$460K -$76.3K -303 -16%
PWP
2630
Private Wealth Partners
California
$460K -$275K -1,090 -40%
NWMG
2631
Nicholson Wealth Management Group
South Carolina
$459K +$5.79K +23 +1%
SR
2632
Swiss Re
Switzerland
$459K +$354K +1,405 +619%
CCA
2633
Cottonwood Capital Advisors
Utah
$458K – – –
BLWM
2634
Bucket List Wealth Management
Florida
$458K +$15.1K +60 +4%
LWPC
2635
Legacy Wealth Partners (Colorado)
Colorado
$458K +$4.54K +18 +1%
WWM
2636
Woodside Wealth Management
Massachusetts
$458K – – –
1IA
2637
1834 Investment Advisors
Wisconsin
$457K +$43.3K +172 +12%
HCM
2638
Hudson Capital Management
New Jersey
$457K +$6.05K +24 +1%
CH
2639
Canton Hathaway
Rhode Island
$456K – – –
BFA
2640
Brown Financial Advisors
Ohio
$454K +$2.02K +8 +0.5%
KFA
2641
Krane Funds Advisors
New York
$454K -$153K -608 -27%
LF
2642
Lee Financial
Texas
$454K +$2.77K +11 +0.7%
KOC
2643
Koss-Olinger Consulting
Florida
$453K -$53.4K -212 -12%
NMCM
2644
Nicholson Meyer Capital Management
Missouri
$453K +$3.53K +14 +0.9%
SPI
2645
Sutton Place Investors
New York
$452K +$7.31K +29 +2%
RCM
2646
Raleigh Capital Management
North Carolina
$452K -$4.03K -16 -1%
TIA
2647
Tiemann Investment Advisors
California
$451K -$18.9K -75 -4%
EIP
2648
Ellis Investment Partners
Pennsylvania
$451K +$46.1K +183 +13%
BWM
2649
Baron Wealth Management
Michigan
$451K +$32.8K +130 +9%
TWM
2650
Triton Wealth Management
Arizona
$451K -$7.81K -31 -2%