Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1651
Rooted Wealth Advisors
Illinois
$265K -$1.71K -4 -0.7%
GAM
1652
Gould Asset Management
California
$264K -$83.1K -194 -24%
OCM
1653
One Capital Management
California
$264K +$265K +619 New
WPW
1654
Winthrop Partners - WNY
New York
$264K +$265K +619 New
TC
1655
Trilogy Capital
California
$262K +$11.6K +27 +5%
EFSCE
1656
Enterprise Financial Services Corp (EFSC)
Missouri
$262K -$12K -28 -4%
SF
1657
Symphony Financial
Texas
$262K -$17.1K -40 -6%
CWS
1658
Cypress Wealth Services
California
$261K +$263K +613 New
XWL
1659
XXI Wealth LLC
Illinois
$261K +$262K +612 New
TWA
1660
Talisman Wealth Advisors
New Jersey
$261K +$4.28K +10 +2%
PWP
1661
Phillips Wealth Planners
Mississippi
$261K +$254K +593 New
HIM
1662
Hillsdale Investment Management
Ontario, Canada
$260K +$261K +610 New
SWM
1663
Stronghold Wealth Management
Florida
$260K +$261K +610 New
BL
1664
Balentine LLC
Georgia
$260K -$15.4K -36 -6%
PC
1665
Parrish Capital
Georgia
$260K +$261K +609 New
WPP
1666
Whalerock Point Partners
Rhode Island
$259K – – –
TPF
1667
Tribridge Partners Financial
Maryland
$258K – – –
SWIM
1668
Smallwood Wealth Investment Management
New Jersey
$258K – – –
CFG
1669
CKW Financial Group
Hawaii
$258K -$260K -607 -50%
IC
1670
Inscription Capital
Texas
$257K -$245K -571 -49%
VAG
1671
VisionPoint Advisory Group
Texas
$257K -$90K -210 -26%
MSR
1672
Main Street Research
Connecticut
$256K -$31.2M -72,768 -99%
AWAP
1673
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K – – –
ETS
1674
ESL Trust Services
New York
$256K – – –
FCCM
1675
First City Capital Management
Georgia
$256K – – –