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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
2451
Acorn Financial Advisory Services
Virginia
$208K +$241K +5,563 New
SWAG
2452
Spectrum Wealth Advisory Group
California
$207K +$239K +5,525 New
WWA
2453
WCG Wealth Advisors
Nevada
$207K +$239K +5,532 New
CS
2454
Capital Square
Tennessee
$206K -$751K -17,347 -76%
PWP
2455
Pursue Wealth Partners
California
$206K -$196K -4,521 -45%
CRIG
2456
Charter Research & Investment Group
Connecticut
$206K – – –
HFS
2457
Howard Financial Services
Texas
$206K – – –
SOAG
2458
Silver Oak Advisory Group
Oregon
$206K – – –
FM
2459
Family Management
New York
$206K +$8.65K +200 +4%
AFT
2460
Alpha Family Trust
California
$206K +$238K +5,500 New
RCA
2461
Ranch Capital Advisors
Florida
$205K +$48.2K +1,115 +25%
JWA
2462
JFS Wealth Advisors
Pennsylvania
$204K +$21.1K +487 +10%
Loomis, Sayles & Company
2463
Loomis, Sayles & Company
Massachusetts
$203K -$8.26K -191 -3%
IWP
2464
Innova Wealth Partners
Pennsylvania
$203K +$4.33K +100 +2%
AWA
2465
Amplius Wealth Advisors
Pennsylvania
$202K -$3.59K -83 -2%
WMA
2466
West Michigan Advisors
Michigan
$202K +$10.9K +253 +5%
MF
2467
Montis Financial
Massachusetts
$202K +$233K +5,389 New
BL
2468
BFSG LLC
California
$202K +$233K +5,394 New
NWM
2469
Northwest Wealth Management
Iowa
$202K +$234K +5,404 New
CA
2470
Claris Advisors
Missouri
$200K +$7.14K +165 +3%
CWM
2471
Cadence Wealth Management
Massachusetts
$200K +$231K +5,342 New
WIM
2472
Westside Investment Management
California
$193K +$5.28K +122 +0.6%
PWC
2473
PYA Waltman Capital
Tennessee
$192K -$865 -20 -0.4%
EI
2474
Ellevest Inc
New York
$190K +$3.16K +73 +1%
FCMT
2475
Founders Capital Management (Texas)
Texas
$190K +$8.65K +200 +4%