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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
2176
Magnus Financial Group
New York
$714K -$1.86K -4 -0.3%
TSWM
2177
Triangle Securities Wealth Management
North Carolina
$712K -$25.1K -54 -4%
LEA
2178
Legacy Edge Advisors
New York
$710K – – –
MF
2179
Montis Financial
Massachusetts
$705K +$279K +600 +73%
SDWIA
2180
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$703K +$9.3K +20 +1%
WFMPM
2181
Woodley Farra Manion Portfolio Management
Indiana
$703K +$6.51K +14 +1%
APA
2182
Astoria Portfolio Advisors
New York
$701K -$7.91K -17 -1%
Annex Advisory Services
2183
Annex Advisory Services
Wisconsin
$699K -$16.7K -36 -2%
RWA
2184
Redhawk Wealth Advisors
Minnesota
$698K -$99.1K -213 -13%
LWM
2185
Laidlaw Wealth Management
New York
$698K +$65.6K +141 +11%
AWA
2186
Amplius Wealth Advisors
Pennsylvania
$695K -$2.33K -5 -0.4%
DOA
2187
D'Orazio & Associates
Virginia
$694K +$15.8K +34 +2%
OWP
2188
ORG Wealth Partners
Texas
$694K +$653K +1,404 New
SW
2189
SkyOak Wealth
Michigan
$691K – – –
RMAM
2190
Raab & Moskowitz Asset Management
New Jersey
$690K +$9.3K +20 +1%
AWM
2191
Atticus Wealth Management
Florida
$690K -$37.7K -81 -5%
SFC
2192
SYM Financial Corp
Indiana
$688K +$84.2K +181 +15%
MFC
2193
Morris Financial Concepts
South Carolina
$688K -$41.4K -89 -6%
UAML
2194
US Asset Management LLC
Pennsylvania
$686K -$1.86K -4 -0.3%
S
2195
Sunpointe
Missouri
$685K +$29.8K +64 +5%
AWM
2196
Alterna Wealth Management
Texas
$684K +$14.4K +31 +2%
BFS
2197
Baskin Financial Services
Ontario, Canada
$681K – – –
GHA
2198
Granite Harbor Advisors
Texas
$681K +$80.5K +173 +14%
AFP
2199
Ausdal Financial Partners
Iowa
$677K +$30.2K +65 +5%
CPRC
2200
Consolidated Portfolio Review Corp
New York
$676K +$3.72K +8 +0.6%