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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1451
Towercrest Capital Management
Pennsylvania
$424K +$423K +893 New
OW
1452
Olistico Wealth
Oklahoma
$423K – – –
AGWCA
1453
Annis Gardner Whiting Capital Advisors
Florida
$423K +$22.3K +47 +6%
SPWM
1454
Spartan Planning & Wealth Management
North Carolina
$421K +$5.68K +12 +1%
BMCM
1455
Bryn Mawr Capital Management
Pennsylvania
$421K -$1.42K -3 -0.3%
RMP
1456
Richards, Merrill & Peterson
Washington
$420K +$2.37K +5 +0.6%
MWPCG
1457
Measured Wealth Private Client Group
New Hampshire
$418K -$12.3K -26 -3%
HFBOT
1458
Home Federal Bank of Tennessee
Tennessee
$418K – – –
NRC
1459
New Republic Capital
North Carolina
$417K +$18K +38 +5%
AC
1460
AXQ Capital
New Jersey
$414K -$252K -533 -38%
EPM
1461
Elm Partners Management
Pennsylvania
$414K +$151K +320 +58%
WSFG
1462
Wall Street Financial Group
Illinois
$414K +$94.7K +200 +30%
PGIM Custom Harvest
1463
PGIM Custom Harvest
New Jersey
$412K -$6.63K -14 -2%
CP
1464
Canopy Partners
Ohio
$412K +$37.9K +80 +10%
PWM
1465
Palumbo Wealth Management
New York
$412K +$11.4K +24 +2%
LWL
1466
Leo Wealth LLC
Texas
$412K -$18K -38 -4%
Kingswood Wealth Advisors
1467
Kingswood Wealth Advisors
California
$411K +$115K +243 +39%
HCA
1468
Hyperion Capital Advisors
New York
$410K – – –
4WM
1469
44 Wealth Management
Oregon
$409K +$59.7K +126 +17%
FI
1470
Fosun International
China
$409K – – –
CL
1471
CVFG LLC
Indiana
$404K +$23.7K +50 +6%
WA
1472
Waddell & Associates
Tennessee
$402K +$401K +846 New
QFA
1473
Quantum Financial Advisors
California
$401K – – –
FWA
1474
FSM Wealth Advisors
Ohio
$401K +$26K +55 +7%
RFA
1475
Resurgent Financial Advisors
Georgia
$400K +$5.21K +11 +1%