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Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1076
High Net Worth Advisory Group
Florida
$217K +$203K +3,000 New
GIA
1077
Goodwin Investment Advisory
Georgia
$217K +$203K +2,997 New
EW
1078
Elyxium Wealth
California
$217K -$15.2K -225 -7%
ZF
1079
Zhang Financial
Michigan
$217K -$43.8K -647 -18%
CPWA
1080
Cerro Pacific Wealth Advisors
California
$217K +$202K +2,993 New
MWM
1081
MOR Wealth Management
Pennsylvania
$216K -$34K -502 -14%
JESC
1082
J.E. Simmons & Co
Texas
$214K +$200K +2,960 New
TCWA
1083
Turtle Creek Wealth Advisors
Texas
$213K +$199K +2,940 New
AWM
1084
Aprio Wealth Management
Georgia
$213K +$199K +2,939 New
UPS
1085
UHLMANN PRICE SECURITIES
Illinois
$211K +$197K +2,917 New
Badgley Phelps Wealth Managers
1086
Badgley Phelps Wealth Managers
Washington
$211K +$197K +2,910 New
KJWM
1087
Kiley Juergens Wealth Management
Washington
$210K +$196K +2,896 New
SBF
1088
Sara-Bay Financial
Florida
$206K +$193K +2,850 New
RMP
1089
Richards, Merrill & Peterson
Washington
$206K +$193K +2,850 New
HIM
1090
Hanlon Investment Management
New Jersey
$206K +$193K +2,848 New
FWTB
1091
First Western Trust Bank
Colorado
$206K +$192K +2,841 New
iA Global Asset Management
1092
iA Global Asset Management
Quebec, Canada
$203K -$1.93M -28,497 -91%
FB
1093
First Bancorp
Maine
$202K +$189K +2,797 New
BPW
1094
BlueDoor Private Wealth
Massachusetts
$201K +$188K +2,782 New
RB
1095
Renasant Bank
Mississippi
$200K +$187K +2,770 New
CFO
1096
CVA Family Office
Colorado
$200K +$55.9K +827 +43%
MIM
1097
MTM Investment Management
South Carolina
$196K – – –
BWA
1098
Basecamp Wealth Advisors
Washington
$194K +$60.5K +895 +50%
CA
1099
Crewe Advisors
Utah
$186K -$1.01K -15 -0.6%
Geneos Wealth Management
1100
Geneos Wealth Management
Colorado
$185K +$271 +4 +0.2%