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Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1726
Onyx Bridge Wealth Group
New York
$214K -$638 -1 -0.3%
LI
1727
Lafayette Investments
Maryland
$214K – – –
SHF
1728
Stage Harbor Financial
Massachusetts
$213K -$25.5K -40 -10%
GC
1729
Grimes & Company
Massachusetts
$213K +$638 +1 +0.3%
LWL
1730
Leo Wealth LLC
Texas
$212K +$17.2K +27 +9%
CA
1731
Claro Advisors
Massachusetts
$212K -$13.4K -21 -6%
RCA
1732
Resonant Capital Advisors
Wisconsin
$211K +$216K +339 New
IFS
1733
Ifrah Financial Services
Arkansas
$210K -$4.47K -7 -2%
S
1734
Sunpointe
Missouri
$209K +$8.94K +14 +4%
BW
1735
Bison Wealth
Georgia
$209K -$159K -249 -43%
SSB
1736
Sandy Spring Bank
Maryland
$209K -$96.4K -151 -31%
UCB
1737
United Community Bank
South Carolina
$208K – – –
WA
1738
Westfuller Advisors
New York
$207K +$213K +333 New
GGS
1739
Galvin Gaustad & Stein
Arizona
$206K -$4.47K -7 -2%
RWP
1740
Revolve Wealth Partners
New Jersey
$206K -$8.3K -13 -4%
SIS
1741
Sound Income Strategies
Florida
$206K – – –
FFA
1742
Florida Financial Advisors
Florida
$205K +$7.66K +12 +4%
ML
1743
McAdam LLC
Pennsylvania
$205K +$211K +330 New
XF
1744
XML Financial
Maryland
$204K -$167K -262 -44%
WRPWM
1745
Werba Rubin Papier Wealth Management
California
$204K +$3.83K +6 +2%
NGA
1746
Naples Global Advisors
Florida
$203K – – –
RB
1747
Renasant Bank
Mississippi
$203K +$5.11K +8 +3%
WP
1748
Westmount Partners
California
$203K +$5.75K +9 +3%
I
1749
INVST
Indiana
$203K +$209K +327 New
PMFA
1750
Plante Moran Financial Advisors
Michigan
$202K -$15.3K -24 -7%