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Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
801
New Wave Wealth Advisors
Arkansas
$256K -$122K -5,528 -34%
TPW
802
Transatlantique Private Wealth
New York
$256K
NS
803
NBC Securities
Alabama
$256K +$237K +10,705 +89,208%
GL
804
Graypoint LLC
New York
$254K +$2.79K +126 +1%
RSWA
805
Robinson Smith Wealth Advisors
Maine
$252K
GT
806
Glenview Trust
Kentucky
$251K +$232K +10,486 New
PAW
807
Plan A Wealth
Nebraska
$251K +$232K +10,458 New
NSEDCP
808
NJ State Employees Deferred Compensation Plan
New Jersey
$251K
PWM
809
Pines Wealth Management
North Carolina
$251K +$6.18K +279 +2%
AWA
810
Aaron Wealth Advisors
Illinois
$249K +$230K +10,370 New
IAIM
811
International Assets Investment Management
Florida
$246K +$227K +10,247 New
BFA
812
Beaumont Financial Advisors
Massachusetts
$243K +$5.6K +253 +3%
HCM
813
Howard Capital Management
Georgia
$243K -$34.5K -1,558 -13%
AWM
814
Angeles Wealth Management
California
$243K +$332 +15 +0.1%
GEM
815
Global Endowment Management
North Carolina
$242K +$224K +10,099 New
SIA
816
SkyView Investment Advisors
New Jersey
$240K +$221K +9,995 New
EWM
817
Endowment Wealth Management
Wisconsin
$237K +$218K +9,865 New
ACM
818
Allred Capital Management
Texas
$236K -$12.2K -549 -5%
BFA
819
Benedict Financial Advisors
Georgia
$236K +$1.51K +68 +0.7%
SWM
820
Silverlake Wealth Management
Vermont
$236K -$6.02K -272 -3%
S
821
Sunpointe
Missouri
$234K +$864 +39 +0.4%
FHA
822
Flagship Harbor Advisors
Massachusetts
$233K +$1.66K +75 +0.8%
VW
823
Vance Wealth
California
$230K +$3.88K +175 +2%
KMWM
824
Keudell/Morrison Wealth Management
Oregon
$230K -$25K -1,128 -11%
MGIA
825
Moneta Group Investment Advisors
Missouri
$226K +$209K +9,433 New