Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
1726
Smallwood Wealth Investment Management
New Jersey
$300K – – –
CFG
1727
CKW Financial Group
Hawaii
$299K – – –
SWA
1728
Strategies Wealth Advisors
Michigan
$299K -$10.9K -23 -4%
DS
1729
DRW Securities
Illinois
$298K +$284K +601 New
AWAP
1730
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$297K – – –
ETS
1731
ESL Trust Services
New York
$297K – – –
FCCM
1732
First City Capital Management
Georgia
$297K – – –
SCA
1733
Sulzberger Capital Advisors
Florida
$297K – – –
FLFS
1734
Family Legacy Financial Solutions
North Carolina
$296K -$545K -1,155 -66%
BFA
1735
Brown Financial Advisors
Ohio
$296K +$282K +597 New
FWI
1736
Facet Wealth Inc
Maryland
$296K +$282K +597 New
TC
1737
Trilogy Capital
California
$295K -$8.96K -19 -3%
SMA
1738
Seven Mile Advisory
New Jersey
$294K -$157K -332 -36%
OWP
1739
Obermeyer Wealth Partners
Colorado
$293K -$2.83K -6 -1%
BCM
1740
Basso Capital Management
Connecticut
$293K – – –
SB
1741
Strategic Blueprint
Georgia
$292K +$36.3K +77 +15%
VFA
1742
Voya Financial Advisors
Connecticut
$291K +$280K +593 New
MCA
1743
MSH Capital Advisors
Arizona
$290K +$276K +585 New
WG
1744
Welch Group
Alabama
$289K -$5.19K -11 -2%
FNT
1745
First Nebraska Trust
Nebraska
$289K – – –
NWM
1746
Northcape Wealth Management
New York
$288K -$571K -1,210 -68%
MPWS
1747
McCarter Private Wealth Services
Massachusetts
$288K – – –
RA
1748
Riversedge Advisors
Delaware
$287K +$273K +578 New
MF
1749
Montis Financial
Massachusetts
$286K +$36.3K +77 +15%
PK
1750
Pflug Koory
Nebraska
$285K – – –