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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2626
Vigilare Wealth Management
Arizona
$339K -$233K -2,935 -41%
OW
2627
Olistico Wealth
Oklahoma
$339K -$141K -1,779 -29%
LWM
2628
Lakeridge Wealth Management
Ohio
$338K -$45.7K -575 -12%
WW
2629
Westshore Wealth
California
$338K -$1.91K -24 -0.6%
BDF
2630
Black Diamond Financial
Maryland
$338K -$50.2K -632 -13%
OFW
2631
Omnia Family Wealth
Florida
$336K +$18.1K +228 +6%
PWM
2632
Palumbo Wealth Management
New York
$336K +$21.8K +274 +7%
MAG
2633
Mayfair Advisory Group
Alabama
$336K -$1.67K -21 -0.5%
V
2634
ViaWealth
Kansas
$335K -$101K -1,272 -23%
AGWCA
2635
Annis Gardner Whiting Capital Advisors
Florida
$335K -$1.75K -22 -0.5%
PEA
2636
Park Edge Advisors
Ohio
$335K
HWM
2637
Howard Wealth Management
Connecticut
$335K -$15.1K -190 -4%
FM
2638
Family Management
New York
$335K -$2.81M -35,362 -89%
BPW
2639
Bingham Private Wealth
California
$335K -$36.4K -458 -10%
CCIA
2640
Cherry Creek Investment Advisors
Colorado
$334K -$22.5K -283 -6%
OFG
2641
Oxford Financial Group
Indiana
$334K -$25.8K -325 -7%
SMA
2642
Seven Mile Advisory
New Jersey
$330K -$91.8K -1,155 -22%
WCG
2643
Weaver Consulting Group
California
$330K -$2.62K -33 -0.8%
BW
2644
BIP Wealth
Georgia
$330K -$85.6K -1,077 -21%
MWA
2645
Medallion Wealth Advisors
Connecticut
$329K +$79 +1 +0%
PIA
2646
Perennial Investment Advisors
California
$329K -$18.2K -229 -5%
PIA
2647
Powell Investment Advisors
Florida
$329K
MCA
2648
Millennium Capital Advisors
Arkansas
$329K -$40.7K -512 -11%
DWM
2649
Drive Wealth Management
Utah
$328K +$5.33K +67 +2%
PAS
2650
PKS Advisory Services
New York
$328K -$190K -2,387 -37%