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Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
2926
Montz Harcus Wealth Management
Louisiana
$231K -$6.84K -86 -3%
SPWG
2927
Sage Private Wealth Group
Illinois
$231K -$239K -3,013 -51%
AWM
2928
Abound Wealth Management
Tennessee
$231K +$40.5K +510 +21%
TFG
2929
Tilson Financial Group
New Jersey
$231K -$163K -2,047 -41%
MAA
2930
Matrix Asset Advisors
New York
$231K -$2.46K -31 -1%
RC
2931
Reik & Co
New York
$231K
ANB
2932
Amarillo National Bank
Texas
$231K +$7.95K +100 +4%
SWA
2933
Strata Wealth Advisors
Texas
$231K +$231K +2,912 New
SHGA
2934
Sand Hill Global Advisors
California
$230K -$139K -1,752 -38%
WAM
2935
Walker Asset Management
Missouri
$230K +$9.54K +120 +4%
KWM
2936
Kaydan Wealth Management
Michigan
$230K
FA
2937
Fountainhead AM
New Jersey
$229K -$14.2K -179 -6%
CC
2938
Commons Capital
Massachusetts
$229K +$230K +2,892 New
BBA
2939
Braun-Bostich & Associates
Pennsylvania
$229K +$397 +5 +0.2%
IWM
2940
Integris Wealth Management
California
$229K +$37K +465 +19%
KWA
2941
Kellett Wealth Advisors
Ohio
$227K +$30.3K +381 +15%
BWMG
2942
Barnes Wealth Management Group
California
$227K +$22.7K +286 +11%
GAM
2943
Grandview Asset Management
Pennsylvania
$227K +$238 +3 +0.1%
NFSG
2944
Newbridge Financial Services Group
Florida
$227K +$10.8K +136 +5%
MGWA
2945
Monument Group Wealth Advisors
Massachusetts
$226K +$19.9K +250 +10%
NEWAS
2946
N.E.W. Advisory Services
Wisconsin
$226K -$186K -2,344 -45%
GP
2947
Guardian Partners
Canada
$226K
FWA
2948
Flagship Wealth Advisors
Massachusetts
$226K
FUBT
2949
First United Bank & Trust
Maryland
$226K -$58.8K -740 -21%
CCAM
2950
Cascades Capital Asset Management
North Carolina
$225K +$397 +5 +0.2%