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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1851
Warwick Investment Management
Texas
$242K +$230K +487 New
CWA
1852
Canvas Wealth Advisors
Kansas
$241K +$230K +487 New
WA
1853
WPG Advisers
Maryland
$241K -$17.9K -38 -7%
GWM
1854
GSB Wealth Management
Connecticut
$241K +$6.13K +13 +3%
PAS
1855
Parsonex Advisory Services
Colorado
$240K -$548K -1,161 -71%
LWM
1856
LeConte Wealth Management
Tennessee
$240K +$229K +485 New
HIF
1857
Hill Island Financial
Michigan
$240K +$229K +485 New
TP
1858
Tranquility Partners
Tennessee
$239K +$228K +483 New
RIA
1859
Regal Investment Advisors
Michigan
$239K +$227K +482 New
JC
1860
JB Capital
Connecticut
$239K +$1.89K +4 +0.8%
FL
1861
FreeGulliver LLC
Louisiana
$238K +$227K +481 New
HFO
1862
Heritage Family Offices
Arizona
$238K +$227K +481 New
PWM
1863
Power Wealth Management
Georgia
$237K -$27.8K -59 -11%
CPA
1864
Cardiff Park Advisors
California
$237K +$226K +479 New
FWP
1865
Flatrock Wealth Partners
California
$237K +$226K +478 New
CIC
1866
Crawford Investment Counsel
Georgia
$237K -$9.44K -20 -4%
ML
1867
Mayport LLC
Massachusetts
$237K -$12.3K -26 -5%
GFPC
1868
Global Financial Private Client
Florida
$236K +$225K +477 New
OFO
1869
OneAscent Family Office
Alabama
$236K +$225K +476 New
CW
1870
Code Waechter
Florida
$236K -$6.13K -13 -3%
AT
1871
American Trust
Kentucky
$235K -$20.3K -43 -8%
CA
1872
Clune & Associates
Illinois
$235K -$7.55K -16 -3%
G
1873
GenTrust
Florida
$235K +$224K +474 New
RIG
1874
RiverFront Investment Group
Virginia
$234K +$223K +473 New
ACC
1875
Acorn Creek Capital
Colorado
$233K +$221K +469 New