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Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
2451
Spectrum Wealth Advisory Group
California
$207K +$239K +5,525 New
WWA
2452
WCG Wealth Advisors
Nevada
$207K +$239K +5,532 New
CS
2453
Capital Square
Tennessee
$206K -$751K -17,347 -76%
PWP
2454
Pursue Wealth Partners
California
$206K -$196K -4,521 -45%
CRIG
2455
Charter Research & Investment Group
Connecticut
$206K
HFS
2456
Howard Financial Services
Texas
$206K
SOAG
2457
Silver Oak Advisory Group
Oregon
$206K
FM
2458
Family Management
New York
$206K +$8.65K +200 +4%
AFT
2459
Alpha Family Trust
California
$206K +$238K +5,500 New
RCA
2460
Ranch Capital Advisors
Florida
$205K +$48.2K +1,115 +25%
JWA
2461
JFS Wealth Advisors
Pennsylvania
$204K +$21.1K +487 +10%
Loomis, Sayles & Company
2462
Loomis, Sayles & Company
Massachusetts
$203K -$8.26K -191 -3%
IWP
2463
Innova Wealth Partners
Pennsylvania
$203K +$4.33K +100 +2%
AWA
2464
Amplius Wealth Advisors
Pennsylvania
$202K -$3.59K -83 -2%
WMA
2465
West Michigan Advisors
Michigan
$202K +$10.9K +253 +5%
MF
2466
Montis Financial
Massachusetts
$202K +$233K +5,389 New
BL
2467
BFSG LLC
California
$202K +$233K +5,394 New
NWM
2468
Northwest Wealth Management
Iowa
$202K +$234K +5,404 New
CA
2469
Claris Advisors
Missouri
$200K +$7.14K +165 +3%
CWM
2470
Cadence Wealth Management
Massachusetts
$200K +$231K +5,342 New
WIM
2471
Westside Investment Management
California
$193K +$5.28K +122 +0.6%
PWC
2472
PYA Waltman Capital
Tennessee
$192K -$865 -20 -0.4%
EI
2473
Ellevest Inc
New York
$190K +$3.16K +73 +1%
FCMT
2474
Founders Capital Management (Texas)
Texas
$190K +$8.65K +200 +4%
CC
2475
Corsicana & Co
Texas
$188K