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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
2301
Crestmont Private Wealth
Texas
$310K +$44K +121 +17%
FFA
2302
Farther Finance Advisors
California
$309K +$7.63K +21 +3%
KSWA
2303
Kathleen S. Wright Associates
Pennsylvania
$307K
GWM
2304
Gitterman Wealth Management
New Jersey
$307K +$307K +845 New
WRPWM
2305
Werba Rubin Papier Wealth Management
California
$307K +$1.82K +5 +0.6%
AIA
2306
Alera Investment Advisors
Illinois
$307K +$53.4K +147 +21%
TIA
2307
Tiemann Investment Advisors
California
$306K
OFS
2308
Oldfather Financial Services
Nebraska
$304K +$6.17K +17 +2%
TPWA
2309
TRUE Private Wealth Advisors
Oregon
$303K -$24.7K -68 -8%
PFWA
2310
Paces Ferry Wealth Advisors
Georgia
$302K +$10.5K +29 +4%
AWP
2311
Atlas Wealth Partners
Pennsylvania
$302K
EBA
2312
Eagle Bay Advisors
New York
$302K -$86.8K -239 -22%
TA
2313
TFB Advisors
Kansas
$301K -$5.81K -16 -2%
MF
2314
Montis Financial
Massachusetts
$301K +$6.9K +19 +2%
Financial Engines Advisors
2315
Financial Engines Advisors
California
$301K -$52.7K -145 -15%
CWA
2316
Canvas Wealth Advisors
Kansas
$301K +$5.81K +16 +2%
GWM
2317
GDS Wealth Management
Texas
$300K +$26.9K +74 +10%
TCM
2318
Tufton Capital Management
Maryland
$300K +$9.08K +25 +3%
VAM
2319
Verity Asset Management
North Carolina
$299K -$20.7K -57 -6%
WDC
2320
Woodward Diversified Capital
California
$299K +$363 +1 +0.1%
CCWM
2321
Cassaday & Co Wealth Management
Virginia
$299K -$40.7K -112 -12%
FC
2322
Financial Council
Maryland
$299K
NL
2323
Navalign LLC
California
$299K
TA
2324
Trellis Advisors
Washington
$298K +$4.36K +12 +1%
LFG
2325
Lockerman Financial Group
California
$296K