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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2276
Endowment Wealth Management
Wisconsin
$309K -$6.91K -21 -2%
AWP
2277
Atlas Wealth Partners
Pennsylvania
$308K +$270K +820 New
TWP
2278
Tempus Wealth Planning
California
$307K -$166K -505 -36%
WPWM
2279
Western Pacific Wealth Management
Illinois
$307K +$102K +310 +54%
VAM
2280
Verity Asset Management
North Carolina
$306K -$228K -693 -44%
JWBC
2281
J.W. Burns & Co
New York
$306K – – –
GWM
2282
GSB Wealth Management
Connecticut
$304K – – –
MFS
2283
Mirabella Financial Services
United Kingdom
$304K -$30.9K -94 -10%
LGG
2284
Luts & Greenleigh Group
Maryland
$303K +$287K +873 New
GAG
2285
GM Advisory Group
New York
$303K – – –
SCA
2286
Stonebridge Capital Advisors
Minnesota
$303K – – –
Cohen & Steers
2287
Cohen & Steers
New York
$302K – – –
PL
2288
Parthenon LLC
Kentucky
$302K – – –
SIA
2289
Soltis Investment Advisors
Utah
$300K +$17.8K +54 +7%
HCA
2290
Heck Capital Advisors
Wisconsin
$299K – – –
WC
2291
Woodstock Corp
Massachusetts
$299K -$14.8K -45 -5%
FWA
2292
FSM Wealth Advisors
Ohio
$298K +$10.9K +33 +4%
GPA
2293
Guerra Pan Advisors
New Jersey
$297K – – –
TC
2294
Titleist Capital
Texas
$295K -$67.5K -205 -19%
KSWA
2295
Kathleen S. Wright Associates
Pennsylvania
$294K – – –
CWS
2296
Cypress Wealth Services
California
$294K +$23.7K +72 +9%
TA
2297
TFB Advisors
Kansas
$294K +$278K +845 New
TIA
2298
Tiemann Investment Advisors
California
$293K – – –
MCA
2299
Millennium Capital Advisors
Arkansas
$292K -$16.5K -50 -6%
FCMT
2300
Founders Capital Management (Texas)
Texas
$292K – – –