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Name Holding Trade Value Shares
Change
Change in
Stake
FMN
2501
Financial Management Network
California
$356K +$47.6K +500 +14%
UW
2502
Unique Wealth
Florida
$355K +$362K +3,810 New
SF
2503
SWP Financial
California
$354K
Cohen & Steers
2504
Cohen & Steers
New York
$354K +$361K +3,800 New
SB
2505
Simmons Bank
Arkansas
$353K -$15.2K -160 -4%
RCA
2506
Runnymede Capital Advisors
Ohio
$353K
SFC
2507
Strategic Financial Concepts
Texas
$353K -$58K -610 -14%
PA
2508
PFW Advisors
Georgia
$352K +$951 +10 +0.3%
VPF
2509
Vantage Point Financial
Illinois
$352K +$18.1K +190 +5%
WWM
2510
Wolff Wiese Magana
California
$352K +$70.4K +740 +24%
SWM
2511
Selective Wealth Management
Virginia
$351K -$42.8K -450 -11%
AWP
2512
Astra Wealth Partners
New Jersey
$351K -$15.2K -160 -4%
GC
2513
Grimes & Company
Massachusetts
$350K +$13.3K +140 +4%
SFI
2514
SPC Financial Inc
Maryland
$350K -$18.1K -190 -5%
CPWM
2515
Cypress Point Wealth Management
Texas
$350K
KB
2516
Kimelman & Baird
New York
$350K
OPW
2517
Osprey Private Wealth
New York
$350K
AWM
2518
Abound Wealth Management
Tennessee
$349K -$7.61K -80 -2%
WAM
2519
Wernau Asset Management
Massachusetts
$348K -$11.4K -120 -3%
BMC
2520
Beaton Management Company
Massachusetts
$348K
PWM
2521
Pinnacle Wealth Management
California
$348K -$1.99M -20,900 -85%
MCM
2522
Morton Capital Management
California
$348K +$74.2K +780 +26%
SWMP
2523
Signature Wealth Management Partners
New Jersey
$347K
MF
2524
Manuka Financial
Virginia
$346K
GJIA
2525
Glass Jacobson Investment Advisors
Maryland
$346K