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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1651
CreativeOne Wealth
Kansas
$256K +$18.9K +42 +8%
DMBA
1652
Deseret Mutual Benefit Administrators
Utah
$256K -$23.4K -52 -9%
FPW
1653
Flywheel Private Wealth
California
$256K
BWM
1654
BigSur Wealth Management
Florida
$255K
FMP
1655
Financial Management Professionals
Texas
$254K +$4.05K +9 +2%
CWA
1656
CJM Wealth Advisers
Virginia
$254K
OPCM
1657
Osborne Partners Capital Management
California
$254K
AC
1658
Asio Capital
Kentucky
$252K +$3.15K +7 +1%
PAG
1659
Private Advisory Group
Washington
$251K -$5.4K -12 -2%
TC
1660
Trilogy Capital
California
$251K -$2.7K -6 -1%
AW
1661
Alteri Wealth
California
$249K +$2.7K +6 +1%
SIM
1662
SSI Investment Management
California
$249K
HIP
1663
HUB Investment Partners
Texas
$248K -$1.35K -3 -0.6%
RSWM
1664
Robertson Stephens Wealth Management
California
$248K -$36K -80 -13%
BEAM
1665
Baker Ellis Asset Management
Washington
$247K
CL
1666
CIM LLC
New York
$247K +$13.5K +30 +6%
MCM
1667
Mainstay Capital Management
Michigan
$246K
ACM
1668
Ascent Capital Management
Oregon
$246K +$4.95K +11 +2%
BFA
1669
Beaumont Financial Advisors
Massachusetts
$246K -$217K -482 -48%
MWM
1670
Maltin Wealth Management
New Jersey
$246K
HCMG
1671
Howard Capital Management Group
California
$246K
FMTC
1672
Farmers & Merchants Trust Company
California
$246K -$9.9K -22 -4%
Group One Trading
1673
Group One Trading
Illinois
$245K +$237K +526 New
KCPG
1674
Kavar Capital Partners Group
Kansas
$243K
TP
1675
Tranquility Partners
Tennessee
$243K +$4.05K +9 +2%