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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1876
Power Wealth Management
Georgia
$249K
E
1877
Evansbrook
Illinois
$249K +$10.1K +20 +4%
ML
1878
Mayport LLC
Massachusetts
$248K
KIM
1879
Kestra Investment Management
Texas
$247K -$102K -202 -30%
CA
1880
Clune & Associates
Illinois
$246K
RFM
1881
Royal Fund Management
Florida
$246K +$14.2K +28 +6%
HFP
1882
Holistic Financial Partners
Indiana
$246K +$7.09K +14 +3%
EWM
1883
Elevation Wealth Management
Minnesota
$244K +$27.4K +54 +13%
CA
1884
Cullinan Associates
Kentucky
$243K +$17.7K +35 +8%
SP
1885
Stablepoint Partners
Massachusetts
$243K -$76K -150 -24%
WMA
1886
Wealth Management Associates
New Jersey
$243K
EWM
1887
Elmwood Wealth Management
California
$243K +$237K +467 New
AA
1888
Auxano Advisors
Washington
$242K
TFP
1889
Tilia Fiduciary Partners
North Carolina
$242K
CA
1890
Carson Advisory
Georgia
$241K +$7.09K +14 +3%
AA
1891
Argent Advisors
Louisiana
$240K
LJAC
1892
L.J. Altfest & Co
New York
$240K +$234K +462 New
ACC
1893
Acorn Creek Capital
Colorado
$240K -$3.54K -7 -1%
ABWM
1894
Alpine Bank Wealth Management
Colorado
$239K +$233K +461 New
AFG
1895
ABLE Financial Group
Arizona
$239K -$25.3K -50 -10%
LWM
1896
Lakeridge Wealth Management
Ohio
$238K +$9.12K +18 +4%
BSB
1897
Bangor Savings Bank
Maine
$237K +$43.1K +85 +23%
PHWM
1898
Pine Harbor Wealth Management
Maryland
$237K
LI
1899
LMCG Investments
Massachusetts
$237K
FWP
1900
Flatrock Wealth Partners
California
$236K -$11.1K -22 -5%