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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
1801
FRG Family Wealth Advisors
Washington
$260K
DE
1802
Day & Ennis
Georgia
$260K +$24.9K +390 +10%
MPIA
1803
Mountain Pacific Investment Advisers
Idaho
$259K
FNBOSM
1804
First National Bank of South Miami
Florida
$259K +$28.8K +450 +12%
IFG
1805
Investors Financial Group
Minnesota
$258K
MCWS
1806
McKinley Carter Wealth Services
West Virginia
$258K +$23K +360 +9%
GA
1807
Greenspring Advisors
Maryland
$258K +$274K +4,290 New
PWM
1808
Prentice Wealth Management
New York
$257K -$63.9K -1,000 -19%
TWM
1809
TriaGen Wealth Management
California
$256K
4WM
1810
44 Wealth Management
Oregon
$255K +$11.5K +180 +4%
CANY
1811
Caxton Associates (New York)
New York
$254K -$3.07M -48,090 -92%
CAN
1812
Claraphi Advisory Network
United States
$254K
FA
1813
Fountainhead AM
New Jersey
$254K
WCWM
1814
Wooster Corthell Wealth Management
Connecticut
$254K
SW
1815
StrongBox Wealth
Missouri
$254K +$3.83K +60 +1%
RPCA
1816
Running Point Capital Advisors
California
$254K +$21.7K +340 +9%
YIH
1817
Y-Intercept (HK)
Hong Kong
$254K +$269K +4,210 New
QT
1818
Quantamental Technologies
New York
$253K +$268K +4,200 New
EWA
1819
Encompass Wealth Advisors
Oregon
$252K
CWM
1820
Concentric Wealth Management
California
$252K +$1.92K +30 +0.7%
WAG
1821
Winthrop Advisory Group
Massachusetts
$251K
MKA
1822
M. Kulyk & Associates
Georgia
$251K +$25.6K +400 +11%
FMP
1823
Financial Management Professionals
Texas
$251K +$149K +2,330 +127%
GWS
1824
Glassman Wealth Services
Virginia
$250K -$116K -1,820 -30%
BAM
1825
Brave Asset Management
New Jersey
$250K