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Name Holding Trade Value Shares
Change
Change in
Stake
LW
1876
Linscomb Wealth
Texas
$277K -$226K -2,200 -43%
OPW
1877
Oxler Private Wealth
New York
$276K +$617 +6 +0.2%
SAS
1878
Stelac Advisory Services
New York
$276K +$292K +2,838 New
CAS
1879
Coppell Advisory Solutions
Texas
$272K +$57.9K +563 +32%
ES
1880
Eagle Strategies
New York
$270K +$206 +2 +0.1%
IP
1881
Investment Partners
Ohio
$270K -$38.8K -377 -12%
DWM
1882
Drive Wealth Management
Utah
$269K -$90.1K -876 -24%
LNWTC
1883
Laird Norton Wetherby Trust Company
Washington
$267K
AFG
1884
Atomi Financial Group
New York
$267K +$287K +2,794 New
LPT
1885
Legacy Private Trust
Wisconsin
$266K -$58.1K -565 -17%
LA
1886
LVW Advisors
New York
$266K -$68.2K -663 -19%
AFAS
1887
Acorn Financial Advisory Services
Virginia
$264K -$15.9K -155 -5%
SAM
1888
Sandbar Asset Management
United Kingdom
$264K +$284K +2,757 New
KCM
1889
Kathmere Capital Management
Pennsylvania
$264K +$284K +2,760 New
PNAA
1890
Pictet North America Advisors
Switzerland
$262K
OWA
1891
Opal Wealth Advisors
New York
$260K +$17.7K +172 +7%
CAAS
1892
Capital Asset Advisory Services
Michigan
$260K +$206 +2 +0.1%
KP
1893
Keel Point
Alabama
$259K -$90.8K -883 -25%
G
1894
GenTrust
Florida
$259K
PCM
1895
Prelude Capital Management
New York
$258K -$335K -3,256 -55%
WFI
1896
West Family Investments
California
$258K +$40K +389 +17%
IA
1897
IFG Advisory
Georgia
$258K +$277K +2,697 New
NWM
1898
Northcape Wealth Management
New York
$257K
VWM
1899
Vigilare Wealth Management
Arizona
$256K +$617 +6 +0.2%
BBA
1900
Braun-Bostich & Associates
Pennsylvania
$256K +$275K +2,677 New