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Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
1726
Silvia McColl Wealth Management
California
$398K -$15.7K -500 -4%
CWM
1727
Connecticut Wealth Management
Connecticut
$397K +$2.76K +88 +0.7%
PWM
1728
Palumbo Wealth Management
New York
$396K -$135K -4,300 -27%
CBFP
1729
Cedar Brook Financial Partners
Ohio
$395K +$14.6K +465 +4%
PCMM
1730
Piedmont Capital Management (Montana)
Montana
$394K -$140K -4,466 -27%
BAM
1731
Belpointe Asset Management
Nevada
$394K -$1.58M -50,363 -81%
CST
1732
Charles Schwab Trust
Nevada
$393K
HFG
1733
Heron Financial Group
New York
$392K -$15.5K -495 -4%
WCM
1734
Whitener Capital Management
North Carolina
$391K -$53.8K -1,715 -13%
CIAS
1735
CFS Investment Advisory Services
New Jersey
$390K +$366K +11,648 New
ES
1736
ETF Store
Kansas
$388K +$22.6K +720 +7%
HWM
1737
Horizon Wealth Management
Illinois
$387K +$1.26K +40 +0.3%
WMA
1738
Wealth Management Associates
New Jersey
$387K -$34.9K -1,111 -9%
LFA
1739
Laraway Financial Advisors
Minnesota
$387K -$23.5K -750 -6%
MSA
1740
Marino Stram & Associates
Massachusetts
$387K -$21.4K -683 -6%
MCWS
1741
McKinley Carter Wealth Services
West Virginia
$387K +$363K +11,558 New
CCG
1742
Ceeto Capital Group
Florida
$385K +$361K +11,500 New
CFAM
1743
Center For Asset Management
Florida
$385K +$361K +11,513 New
GPI
1744
General Partner Inc
Pennsylvania
$385K -$126K -4,000 -26%
PWA
1745
Providence Wealth Advisors
Illinois
$384K -$86.3K -2,750 -19%
CFO
1746
Capitol Family Office
Oregon
$384K +$48.6K +1,547 +16%
OWA
1747
Opal Wealth Advisors
New York
$383K +$359K +11,444 New
QC
1748
Quent Capital
New York
$382K -$3.55K -113 -1%
SSWM
1749
Strait & Sound Wealth Management
California
$380K -$182K -5,810 -34%
WPP
1750
Whalerock Point Partners
Rhode Island
$378K +$16.5K +526 +5%