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Name Holding Trade Value Shares
Change
Change in
Stake
ALA
2301
Atlas Legacy Advisors
California
$749K +$737K +1,423 New
MWM
2302
Manske Wealth Management
Texas
$749K +$737K +1,423 New
S
2303
Sunpointe
Missouri
$749K +$17.6K +34 +2%
VC
2304
Veery Capital
Delaware
$748K +$40.9K +79 +6%
CWM
2305
Centurion Wealth Management
Virginia
$747K +$28.5K +55 +4%
LSIA
2306
LaSalle St. Investment Advisors
Illinois
$745K +$166K +321 +29%
WFMPM
2307
Woodley Farra Manion Portfolio Management
Indiana
$744K -$5.18K -10 -0.7%
GFA
2308
Gallagher Fiduciary Advisors
Illinois
$743K +$101K +196 +16%
AWA
2309
Amplius Wealth Advisors
Pennsylvania
$741K +$518 +1 +0.1%
FWA
2310
FSM Wealth Advisors
Ohio
$738K +$58K +112 +9%
AC
2311
Aristides Capital
Kentucky
$737K +$77.7K +150 +12%
Capital Advisors Inc
2312
Capital Advisors Inc
Oklahoma
$737K +$79.2K +153 +12%
MFC
2313
Morris Financial Concepts
South Carolina
$734K – – –
TSWM
2314
Triangle Securities Wealth Management
North Carolina
$734K -$24.8K -48 -3%
SAW
2315
Signal Advisors Wealth
Michigan
$733K +$125K +242 +21%
RWA
2316
Redhawk Wealth Advisors
Minnesota
$733K -$11.9K -23 -2%
WA
2317
Wealth Architects
California
$732K -$65.7K -127 -8%
GHA
2318
Granite Harbor Advisors
Texas
$730K +$3.62K +7 +0.5%
AWM
2319
Alterna Wealth Management
Texas
$729K – – –
SIMG
2320
Sonora Investment Management Group
Arizona
$727K -$117K -226 -14%
BFS
2321
Baskin Financial Services
Ontario, Canada
$727K – – –
SF
2322
Safeguard Financial
Wisconsin
$727K +$344K +665 +93%
LWM
2323
Laidlaw Wealth Management
New York
$724K -$20.2K -39 -3%
AWAP
2324
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$723K +$5.18K +10 +0.7%
MFG
2325
Midwest Financial Group
Kansas
$718K +$518 +1 +0.1%