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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2301
RGT Wealth Advisors
Texas
$219K -$11.6K -50 -5%
BAMG
2302
Brand Asset Management Group
Missouri
$219K +$6.52K +28 +3%
CWM
2303
Cahaba Wealth Management
Georgia
$218K -$31.4K -135 -13%
SBWIC
2304
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K
TWM
2305
TMD Wealth Management
Arizona
$218K
HWM
2306
Howard Wealth Management
Connecticut
$218K +$233 +1 +0.1%
RWI
2307
Red Wave Investments
Pennsylvania
$218K +$3.26K +14 +2%
BWM
2308
Birchcreek Wealth Management
Ohio
$218K +$220K +945 New
OL
2309
Optas LLC
Texas
$217K +$6.05K +26 +3%
MF
2310
Montis Financial
Massachusetts
$217K +$219K +939 New
ECM
2311
EagleClaw Capital Management
Massachusetts
$216K
LF
2312
LifeSteps Financial
California
$216K
DA
2313
DSC Advisors
Illinois
$216K +$3.49K +15 +2%
OPA
2314
Old Port Advisors
Maine
$215K -$34.9K -150 -14%
SEIA
2315
Signature Estate & Investment Advisors
California
$215K +$217K +933 New
TCM
2316
Telos Capital Management
California
$214K -$35.4K -152 -14%
PHAM
2317
Palisades Hudson Asset Management
Florida
$214K
CCA
2318
Conservest Capital Advisors
Pennsylvania
$214K +$233 +1 +0.1%
BEC
2319
Blue Edge Capital
Virginia
$214K
P
2320
&Partners
Tennessee
$213K +$465 +2 +0.2%
CMP
2321
Courage Miller Partners
Virginia
$212K
SAM
2322
Sawgrass Asset Management
Florida
$210K
CWA
2323
Capital Wealth Alliance
Arizona
$210K +$214K +920 New
WG
2324
Watchman Group
Texas
$209K -$9.31K -40 -4%
BWCS
2325
Beirne Wealth Consulting Services
Connecticut
$209K