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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2276
Consilium Wealth Advisory
Texas
$366K +$345K +1,367 New
CHP
2277
Cable Hill Partners
Oregon
$365K +$23.5K +93 +7%
AC
2278
ASB Consultores
Florida
$365K +$344K +1,362 New
AIC
2279
Archer Investment Corporation
Indiana
$365K
FC
2280
Ferris Capital
Massachusetts
$364K
CG
2281
Clarus Group
Texas
$363K
Cohen & Steers
2282
Cohen & Steers
New York
$363K
BEW
2283
Burton Enright Welch
California
$362K +$341K +1,351 New
HFBOT
2284
Home Federal Bank of Tennessee
Tennessee
$362K
SMA
2285
Sage Mountain Advisors
Georgia
$361K -$25.8K -102 -7%
AMC
2286
Asset Management Corp
Illinois
$361K -$14.6K -58 -4%
WAS
2287
Winch Advisory Services
Wisconsin
$361K -$5.81K -23 -2%
GAB
2288
German American Bancorp
Indiana
$361K -$4.29K -17 -1%
LOPW
2289
Live Oak Private Wealth
North Carolina
$360K
WLPWM
2290
Walled Lake Planning & Wealth Management
Illinois
$360K +$252 +1 +0.1%
XWM
2291
Xcel Wealth Management
Florida
$360K +$252 +1 +0.1%
CWA
2292
Canvas Wealth Advisors
Kansas
$360K +$13.1K +52 +4%
BFIC
2293
Bedell Frazier Investment Counselling
California
$358K +$7.83K +31 +2%
SHGA
2294
Sand Hill Global Advisors
California
$357K -$10.6K -42 -3%
PCM
2295
Poehling Capital Management
Wisconsin
$356K -$45.2K -179 -12%
SMG
2296
Spectrum Management Group
Indiana
$355K -$49K -194 -13%
OPWM
2297
Oxinas Partners Wealth Management
Indiana
$353K -$46.2K -183 -12%
AWS
2298
Arkfeld Wealth Strategies
Nebraska
$353K
TC
2299
Tatro Capital
Kentucky
$353K +$252 +1 +0.1%
FP
2300
Financial Perspectives
Minnesota
$353K