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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1051
BSW Wealth Partners
Colorado
$262K -$260K -549 -48%
CAM
1052
Close Asset Management
United Kingdom
$262K -$33.1K -70 -10%
CT
1053
Caldwell Trust
Florida
$262K
ECM
1054
EagleClaw Capital Management
Massachusetts
$262K
BRWA
1055
B. Riley Wealth Advisors
Florida
$260K +$77.6K +164 +38%
NWAG
1056
Net Worth Advisory Group
Utah
$259K +$11.4K +24 +4%
FAM
1057
Fenimore Asset Management
New York
$258K
CA
1058
Commerce Advisors
Tennessee
$258K +$280K +591 New
DE
1059
Defiance ETFs
New York
$258K +$280K +591 New
HCMT
1060
Highland Capital Management (Tennessee)
Tennessee
$257K
MFC
1061
Morris Financial Concepts
South Carolina
$257K
OCA
1062
OpenArc Corporate Advisory
Georgia
$256K +$40.7K +86 +17%
LA
1063
Legacy Advisors
Pennsylvania
$254K -$98.4K -208 -26%
EL
1064
EWA LLC
Pennsylvania
$254K +$22.7K +48 +9%
JEST
1065
JTC Employer Solutions Trustee
Jersey
$253K
FC
1066
Financial Consulate
Maryland
$252K -$87.5K -185 -24%
AF
1067
Atala Financial
California
$250K
TWP
1068
Tyche Wealth Partners
Texas
$250K
EWM
1069
Endowment Wealth Management
Wisconsin
$249K +$11.8K +25 +5%
SCA
1070
Sensenig Capital Advisors
Pennsylvania
$247K
SS
1071
SBI Securities
Japan
$247K -$473 -1 -0.2%
BB
1072
Busey Bank
Illinois
$246K
MPWT
1073
MassMutual Private Wealth & Trust
Connecticut
$246K -$13.7K -29 -5%
RPWA
1074
Regent Peak Wealth Advisors
Georgia
$245K +$4.73K +10 +2%
DT
1075
DV Trading
Illinois
$244K +$189K +400 +250%