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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2301
Clarity Wealth Advisors
California
$808K -$35.9K -66 -4%
XSC
2302
X-Square Capital
Puerto Rico
$807K +$95.3K +175 +13%
RHAM
2303
Round Hill Asset Management
California
$806K – – –
RIA
2304
Regal Investment Advisors
Michigan
$805K -$181K -332 -18%
DIP
2305
DT Investment Partners
Pennsylvania
$805K – – –
BW
2306
BXM Wealth
Colorado
$804K -$544 -1 -0.1%
MWM
2307
Manske Wealth Management
Texas
$804K +$23.4K +43 +3%
BFW
2308
Brady Family Wealth
Missouri
$802K -$77.3K -142 -9%
BFO
2309
Boston Family Office
Massachusetts
$800K – – –
AWA
2310
Amplius Wealth Advisors
Pennsylvania
$800K +$27.8K +51 +4%
SFO
2311
Stokes Family Office
Louisiana
$798K – – –
FAM
2312
Fairtree Asset Management
South Africa
$798K +$322K +591 +68%
SGK
2313
Steigerwald Gordon & Koch
Virginia
$796K -$10.9K -20 -1%
CPSAC
2314
Chas P. Smith & Associates (CPS)
Florida
$791K +$53.4K +98 +7%
GJWM
2315
Gilliland Jeter Wealth Management
Arkansas
$790K -$9.26K -17 -1%
Main Management ETF Advisors
2316
Main Management ETF Advisors
California
$790K +$785K +1,442 New
CJL
2317
Cyrus J. Lawrence
New York
$789K -$12.2M -22,435 -94%
MF
2318
Montis Financial
Massachusetts
$788K – – –
LSA
2319
Lion Street Advisors
Texas
$786K -$99.1K -182 -11%
FFG
2320
Floyd Financial Group
Missouri
$783K +$21.8K +40 +3%
HT
2321
Headlands Technologies
Illinois
$782K -$1.28M -2,351 -62%
WB
2322
Webster Bank
Connecticut
$781K -$105K -193 -12%
ALA
2323
Atlas Legacy Advisors
California
$781K +$1.09K +2 +0.1%
WA
2324
Wealth Architects
California
$779K +$17.4K +32 +2%
VC
2325
Veery Capital
Delaware
$778K -$1.09K -2 -0.1%