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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2201
Consilium Wealth Advisory
Texas
$928K +$10.3K +19 +1%
PCG
2202
PFC Capital Group
California
$927K -$31.6K -58 -3%
AA
2203
ABC Arbitrage
France
$926K +$919K +1,689 New
Blackstone Inc
2204
Blackstone Inc
New York
$924K +$918K +1,686 New
AWM
2205
Aberdeen Wealth Management
Illinois
$924K – – –
CG
2206
Corundum Group
Colorado
$921K -$752K -1,381 -45%
NRC
2207
New Republic Capital
North Carolina
$921K +$92K +169 +11%
AA
2208
Auxano Advisors
Washington
$921K -$10.3K -19 -1%
Avantax Planning Partners
2209
Avantax Planning Partners
Iowa
$921K +$20.7K +38 +2%
PCA
2210
Purkiss Capital Advisors
Connecticut
$919K +$174K +320 +24%
GAM
2211
Gould Asset Management
California
$919K -$15.2K -28 -2%
CS
2212
Crescent Sterling
Louisiana
$918K +$1.09K +2 +0.1%
FOA
2213
Five Oceans Advisors
California
$918K +$9.26K +17 +1%
APWM
2214
Argonautica Private Wealth Management
Massachusetts
$917K – – –
SVCP
2215
Silicon Valley Capital Partners
California
$917K +$1.63K +3 +0.2%
SVWAG
2216
Sound View Wealth Advisors Group
Georgia
$915K -$64.2K -118 -7%
JSL
2217
JT Stratford LLC
Georgia
$915K +$12K +22 +1%
FWA
2218
FSM Wealth Advisors
Ohio
$915K +$140K +258 +18%
CWA
2219
Carolina Wealth Advisors
South Carolina
$914K +$660K +1,212 +266%
Hillsdale Investment Management
2220
Hillsdale Investment Management
Ontario, Canada
$913K +$87.1K +160 +11%
BSHC
2221
Breed's Hill Capital
Massachusetts
$911K +$31.6K +58 +4%
CMI
2222
Clare Market Investments
Texas
$910K -$23.4K -43 -3%
DEM
2223
Disciplined Equity Management
Florida
$910K -$92.5K -170 -9%
OFO
2224
OneAscent Family Office
Alabama
$909K +$384K +705 +74%
AWM
2225
Ariadne Wealth Management
California
$908K +$79.5K +146 +10%