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Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
2726
Liberty Square Wealth Partners
Pennsylvania
$356K
CC
2727
Constitution Capital
Connecticut
$355K -$74.7K -800 -17%
TWP
2728
Triad Wealth Partners
Kansas
$353K +$10.8K +116 +3%
AWA
2729
Alta Wealth Advisors
Massachusetts
$353K +$56K +600 +18%
AA
2730
Advisory Alpha
Michigan
$352K -$7.94K -85 -2%
OAM
2731
Oak Asset Management
California
$352K
TCM
2732
Triumph Capital Management
Colorado
$352K +$37.6K +403 +11%
MWA
2733
Medallion Wealth Advisors
Connecticut
$352K +$4.58K +49 +1%
VIP
2734
Vista Investment Partners
Oklahoma
$351K -$22.1K -237 -6%
NQWM
2735
Northwest Quadrant Wealth Management
Oregon
$351K +$1.49K +16 +0.4%
LAM
2736
Lewis Asset Management
California
$350K +$77.8K +833 +27%
OA
2737
Operose Advisors
Wisconsin
$350K -$3.46K -37 -0.9%
BWM
2738
BKM Wealth Management
Wisconsin
$349K -$2.15K -23 -0.6%
AIFAIM
2739
American Institute for Advanced Investment Management
Arizona
$349K -$4.2K -45 -1%
RA
2740
Rise Advisors
New York
$349K -$67.4K -722 -16%
RFW
2741
Rainier Family Wealth
Washington
$349K -$79.5K -852 -18%
PCH
2742
PGIM Custom Harvest
New Jersey
$349K -$69.5K -744 -16%
PSCM
2743
Per Stirling Capital Management
Texas
$349K +$39.2K +420 +12%
TCB
2744
Texas Capital Bancshares
Texas
$348K +$36K +386 +11%
WIM
2745
Warwick Investment Management
Texas
$347K +$15.2K +163 +4%
JFGLC
2746
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$360K +3,859 New
GCM
2747
Genus Capital Management
British Columbia, Canada
$346K +$360K +3,859 New
HWM
2748
Hemington Wealth Management
Virginia
$346K -$17.4K -186 -5%
KCP
2749
Kera Capital Partners
California
$346K +$26.3K +282 +8%
CWP
2750
Capital Wealth Planning
Florida
$345K -$192M -2,056,814 -100%