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Name Holding Trade Value Shares
Change
Change in
Stake
BBW
1126
Blue Barn Wealth
Utah
$260K +$972 +3 +0.4%
TWM
1127
Titus Wealth Management
California
$259K
EI
1128
Ethic Inc
New York
$258K +$8.1K +25 +3%
SIC
1129
Samalin Investment Counsel
New York
$258K +$241K +743 New
BWM
1130
BigSur Wealth Management
Florida
$257K -$8.75K -27 -4%
MBT
1131
Montecito Bank & Trust
California
$257K
GFP
1132
Gryphon Financial Partners
Ohio
$256K -$324 -1 -0.1%
RCM
1133
Radnor Capital Management
Pennsylvania
$256K
CW
1134
CreativeOne Wealth
Kansas
$254K +$13.3K +41 +6%
NFG
1135
Nations Financial Group
Iowa
$254K +$237K +732 New
FWM
1136
Fairhaven Wealth Management
Illinois
$252K
DAM
1137
Delta Asset Management
Tennessee
$250K -$3.24K -10 -1%
TA
1138
TrueWealth Advisors
Alabama
$247K +$231K +712 New
SCM
1139
Schnieders Capital Management
California
$246K
ACM
1140
Advisors Capital Management
New Jersey
$246K +$230K +711 New
GL
1141
Graypoint LLC
New York
$246K +$230K +711 New
GQG Partners
1142
GQG Partners
Florida
$245K +$229K +706 New
GLA
1143
Good Life Advisors
Pennsylvania
$244K +$228K +705 New
CF
1144
Corrigan Financial
Rhode Island
$243K
FAB
1145
First American Bank
Illinois
$243K
MCM
1146
Manchester Capital Management
Vermont
$243K
BCM
1147
Bluefin Capital Management
New York
$243K +$227K +700 New
RRC
1148
Relaxing Retirement Coach
Massachusetts
$243K +$227K +700 New
4WM
1149
44 Wealth Management
Oregon
$242K -$324 -1 -0.1%
IF
1150
Ironwood Financial
Arizona
$242K