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Name Holding Trade Value Shares
Change
Change in
Stake
TC
2376
Truvestments Capital
Florida
$240K +$227K +3,390 New
SFC
2377
Strategic Financial Concepts
Texas
$240K +$214K +3,200 +1,778%
SMWM
2378
Silvia McColl Wealth Management
California
$240K – – –
IWM
2379
Integris Wealth Management
California
$239K +$23.4K +350 +12%
LAS
2380
LWM Advisory Services
Florida
$239K +$225K +3,370 New
NC
2381
Napatree Capital
Rhode Island
$238K -$205K -3,070 -48%
AWA
2382
Amplius Wealth Advisors
Pennsylvania
$238K -$669 -10 -0.3%
PGIM
2383
Pacific Global Investment Management
California
$238K – – –
GCM
2384
Gallacher Capital Management
Colorado
$238K +$225K +3,360 New
CW
2385
Channel Wealth
California
$238K -$8.69K -130 -4%
BAM
2386
Bellevue Asset Management
Washington
$238K – – –
VWM
2387
Vigilare Wealth Management
Arizona
$238K – – –
WFS
2388
Widmann Financial Services
Maryland
$238K – – –
AA
2389
Addison Advisors
Vermont
$238K +$1.34K +20 +0.6%
BCA
2390
Bay Colony Advisors
Massachusetts
$237K -$3.34K -50 -1%
MSFP
2391
Mark Sheptoff Financial Planning
Connecticut
$236K +$197K +2,950 +776%
CCA
2392
Catalyst Capital Advisors
New York
$235K -$54.8K -820 -20%
MWM
2393
Melfa Wealth Management
Massachusetts
$235K – – –
SWM
2394
Sculati Wealth Management
Michigan
$234K – – –
IIA
2395
Integral Investment Advisors
California
$234K – – –
BAM
2396
Brave Asset Management
New Jersey
$233K – – –
BFS
2397
Burkett Financial Services
South Carolina
$233K – – –
FWM
2398
Fairhaven Wealth Management
Illinois
$233K +$220K +3,290 New
PA
2399
Promethium Advisors
Maryland
$233K +$220K +3,290 New
PW
2400
Peninsula Wealth
California
$233K +$14.7K +220 +7%