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Name Holding Trade Value Shares
Change
Change in
Stake
EA
2201
Enclave Advisors
Texas
$4.6M +$1.4M +1,878 +43%
AWAU
2202
Alliance Wealth Advisors (Utah)
Utah
$4.6M +$1.11M +1,489 +31%
FPW
2203
Fairvoy Private Wealth
Alabama
$4.6M -$80.4K -108 -2%
MIC
2204
Meridian Investment Counsel
California
$4.6M +$51.4K +69 +1%
HIMS
2205
Hager Investment Management Services
New Hampshire
$4.58M +$198K +266 +4%
MFS
2206
Monetta Financial Services
Illinois
$4.55M
CCG
2207
Chatham Capital Group
Georgia
$4.55M -$48.4K -65 -1%
TCPG
2208
Trivant Custom Portfolio Group
California
$4.54M -$38.7K -52 -0.8%
FFG
2209
Frisch Financial Group
New York
$4.54M -$89.3K -120 -2%
MPPLM
2210
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.54M -$22.3K -30 -0.5%
AGA
2211
Accuvest Global Advisors
Utah
$4.52M -$790K -1,062 -15%
PCS
2212
Personal CFO Solutions
New Jersey
$4.52M +$244K +328 +6%
Blackstone Inc
2213
Blackstone Inc
New York
$4.52M +$3.15M +4,232 +220%
TWM
2214
Tanager Wealth Management
United Kingdom
$4.51M -$822K -1,105 -15%
MAMU
2215
Myriad Asset Management US
Florida
$4.51M +$4.57M +6,138 New
HFS
2216
Haverford Financial Services
Pennsylvania
$4.5M +$4.56M +6,133 New
BDL
2217
Bey-Douglas LLC
Georgia
$4.5M -$1.41M -1,897 -24%
GSB
2218
Greenfield Savings Bank
Massachusetts
$4.5M -$72.2K -97 -2%
WPW
2219
Watershed Private Wealth
Illinois
$4.49M +$4.55M +6,119 New
TCOK
2220
Trust Company of Kansas
Kansas
$4.49M +$471K +633 +12%
RBFC
2221
Roman Butler Fullerton & Co
Missouri
$4.49M +$221K +297 +5%
IFA
2222
Index Fund Advisors
California
$4.47M +$1.09M +1,468 +32%
CNWM
2223
Clay Northam Wealth Management
California
$4.47M -$6.7K -9 -0.1%
CA
2224
Continuum Advisory
Idaho
$4.46M +$454K +610 +11%
SIC
2225
Sterling Investment Counsel
New York
$4.46M +$1.95M +2,615 +76%