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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2201
Consilium Wealth Advisory
Texas
$881K -$2.07K -4 -0.2%
CS
2202
Crescent Sterling
Louisiana
$881K -$2.59K -5 -0.3%
APWM
2203
Argonautica Private Wealth Management
Massachusetts
$881K – – –
TCM
2204
Tributary Capital Management
Nebraska
$879K -$38.8K -75 -4%
TCWM
2205
Total Clarity Wealth Management
Illinois
$875K +$24.8K +48 +3%
HPM
2206
Hoxton Planning & Management
West Virginia
$874K +$1.03K +2 +0.1%
MSA
2207
Marino Stram & Associates
Massachusetts
$873K +$518 +1 +0.1%
FOA
2208
Five Oceans Advisors
California
$873K -$136K -263 -14%
TIM
2209
Tevis Investment Management
Texas
$871K +$2.59K +5 +0.3%
CWA
2210
Crux Wealth Advisors
California
$868K +$854K +1,649 New
JSL
2211
JT Stratford LLC
Georgia
$868K -$50.7K -98 -6%
NL
2212
NWAM LLC
Washington
$865K -$41.9K -81 -5%
VIS
2213
Vega Investment Solutions
France
$865K +$850K +1,642 New
Avantax Planning Partners
2214
Avantax Planning Partners
Iowa
$865K +$90.1K +174 +12%
Advance Capital Management
2215
Advance Capital Management
Michigan
$862K -$7.25K -14 -0.8%
ALAM
2216
Asahi Life Asset Management
Japan
$858K -$391K -755 -32%
ACM
2217
AlphaStar Capital Management
North Carolina
$857K +$23.3K +45 +3%
GWM
2218
GSB Wealth Management
Connecticut
$857K -$7.25K -14 -0.9%
TFIPS
2219
Towarzystwo Funduszy Inwestycyjnych PZU SA
$857K +$224K +433 +36%
WI
2220
Wedgewood Investors
Pennsylvania
$853K – – –
MWA
2221
Midland Wealth Advisors
Illinois
$853K -$23.8K -46 -3%
WB
2222
Webster Bank
Connecticut
$852K -$51.8K -100 -6%
LSA
2223
Lion Street Advisors
Texas
$851K -$50.7K -98 -6%
RFA
2224
Resurgent Financial Advisors
Georgia
$850K +$33.1K +64 +4%
SAM
2225
SignalPoint Asset Management
Missouri
$848K – – –