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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1026
Wexford Capital
Florida
$300K +$298K +663 New
BTWM
1027
Baker Tilly Wealth Management
Wisconsin
$299K +$49.4K +110 +20%
EW
1028
Elyxium Wealth
California
$294K +$292K +650 New
CFO
1029
CVA Family Office
Colorado
$294K +$10.3K +23 +4%
Capital Research Global Investors
1030
Capital Research Global Investors
California
$293K
SC
1031
Saybrook Capital
North Carolina
$291K
SS
1032
SBI Securities
Japan
$291K +$34.6K +77 +14%
CAM
1033
Cypress Asset Management
Texas
$289K
NP
1034
NorthRock Partners
Minnesota
$289K -$20.7K -46 -7%
DF
1035
Dunhill Financial
United Kingdom
$289K -$449 -1 -0.2%
IP
1036
Ignite Planners
California
$288K +$13.9K +31 +5%
CASB
1037
Cape Ann Savings Bank
Massachusetts
$285K
TWP
1038
Triad Wealth Partners
Kansas
$285K +$265K +590 New
CWMA
1039
Capstone Wealth Management (Alabama)
Alabama
$282K +$280K +623 New
TLCM
1040
Twin Lakes Capital Management
California
$281K +$449 +1 +0.2%
BHIA
1041
Birch Hill Investment Advisors
Massachusetts
$281K
EP
1042
Essential Partners
California
$281K +$155K +346 +126%
NWAG
1043
Net Worth Advisory Group
Utah
$280K +$11.7K +26 +4%
EWM
1044
Empirical Wealth Management
Washington
$280K +$278K +618 New
CCA
1045
Childress Capital Advisors
Texas
$279K -$12.1K -27 -4%
BWP
1046
BSW Wealth Partners
Colorado
$277K +$4.94K +11 +2%
AA
1047
Alta Advisers
United Kingdom
$277K
MGWM
1048
Marks Group Wealth Management
Minnesota
$275K +$273K +608 New
BRWA
1049
B. Riley Wealth Advisors
Florida
$275K +$2.69K +6 +1%
CA
1050
Commerce Advisors
Tennessee
$273K +$5.39K +12 +2%