Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1776
Fulcrum Asset Management
United Kingdom
$274K +$259K +548 New
CWA
1777
CM Wealth Advisors
Ohio
$272K +$33.5K +71 +15%
WAM
1778
Weatherly Asset Management
California
$272K -$59.9K -127 -19%
IA
1779
Integrity Alliance
Iowa
$271K -$12.7K -27 -5%
CIP
1780
Convergence Investment Partners
Florida
$271K -$15.1K -32 -6%
OBWG
1781
Onyx Bridge Wealth Group
New York
$271K +$472 +1 +0.2%
FFM
1782
Forum Financial Management
Illinois
$271K -$2.17M -4,590 -89%
LA
1783
LVW Advisors
New York
$270K +$257K +545 New
MWA
1784
Motive Wealth Advisors
Michigan
$270K +$25.9K +55 +11%
ASG
1785
Ariston Services Group
California
$269K – – –
PFM
1786
Patton Fund Management
Texas
$269K – – –
BFW
1787
Brady Family Wealth
Missouri
$269K -$1.89K -4 -0.7%
SC
1788
Sepio Capital
Utah
$267K +$32.1K +68 +14%
MWM
1789
Manske Wealth Management
Texas
$267K +$32.1K +68 +14%
SSCA
1790
South Shore Capital Advisors
Massachusetts
$265K +$252K +535 New
KCPG
1791
Kavar Capital Partners Group
Kansas
$265K +$4.25K +9 +2%
BFA
1792
Beacon Financial Advisory
Ohio
$265K +$252K +534 New
BWS
1793
Broadway Wealth Solutions
Texas
$264K – – –
Axa
1794
Axa
France
$263K -$25K -53 -9%
1M
1795
1248 Management
Missouri
$263K – – –
MWM
1796
Maltin Wealth Management
New Jersey
$263K – – –
CWS
1797
Cypress Wealth Services
California
$263K -$39.2K -83 -14%
BW
1798
Blalock Williams
Alabama
$262K +$8.96K +19 +4%
HCMG
1799
Howard Capital Management Group
California
$262K -$19.8K -42 -7%
SL
1800
Summitry LLC
California
$262K -$12.3K -26 -5%