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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
2426
Summit Financial Wealth Advisors
Louisiana
$654K +$52.4K +105 +9%
LA
2427
Latitude Advisors
Florida
$654K -$82.8K -166 -12%
AWA
2428
Amplius Wealth Advisors
Pennsylvania
$653K +$317K +635 +100%
BC
2429
Barrett & Company
Rhode Island
$653K +$367K +736 +138%
IWP
2430
Invenio Wealth Partners
Florida
$651K +$25.9K +52 +4%
MMPW
2431
Mitchell McLeod Pugh & Williams
Alabama
$650K – – –
TSWM
2432
Triangle Securities Wealth Management
North Carolina
$649K +$3.49K +7 +0.6%
NA
2433
Nordwand Advisors
Pennsylvania
$647K – – –
BWP
2434
Barlow Wealth Partners
Kentucky
$646K +$136K +272 +28%
HCP
2435
Hexagon Capital Partners
Arkansas
$646K -$5.98K -12 -0.9%
ZIC
2436
ZWJ Investment Counsel
Georgia
$646K -$81.3K -163 -11%
BAM
2437
Berkshire Asset Management
Pennsylvania
$645K +$35.4K +71 +6%
EB
2438
Exchange Bank
California
$645K +$30.9K +62 +5%
GL
2439
Gerber LLC
Ohio
$645K – – –
KAM
2440
KEB Asset Management
Illinois
$644K -$29.9K -60 -5%
RPGK
2441
Retirement Planning Group (Kansas)
Kansas
$643K +$55.3K +111 +10%
VP
2442
Verum Partners
North Carolina
$643K +$13K +26 +2%
MWM
2443
Meadowbrook Wealth Management
New York
$643K +$34.9K +70 +6%
PWM
2444
Proathlete Wealth Management
Florida
$642K +$997 +2 +0.2%
SIAG
2445
Safeguard Investment Advisory Group
California
$641K +$43.9K +88 +8%
GKWIM
2446
Gerber Kawasaki Wealth & Investment Management
California
$641K +$62.3K +125 +11%
PHWM
2447
Pine Harbor Wealth Management
Maryland
$638K – – –
PL
2448
Parthenon LLC
Kentucky
$638K – – –
AAM
2449
Aureus Asset Management
Massachusetts
$637K -$44.4K -89 -7%
Axa
2450
Axa
France
$636K +$203K +408 +40%