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Name Holding Trade Value Shares
Change
Change in
Stake
1W
1676
1776 Wealth
Georgia
$311K +$990 +10 +0.3%
OWA
1677
Outlook Wealth Advisors
Texas
$310K +$4.95K +50 +2%
DWS
1678
Dynamic Wealth Strategies
California
$310K +$69.3K +700 +29%
BHIA
1679
Birch Hill Investment Advisors
Massachusetts
$310K +$309K +3,125 New
1CP
1680
1015 Capital Partners
Pennsylvania
$310K +$1.09K +11 +0.4%
MA
1681
MJP Associates
Connecticut
$310K -$129K -1,298 -29%
BG
1682
Bahl & Gaynor
Ohio
$309K – – –
MMCM
1683
Murphy & Mullick Capital Management
New York
$308K -$266K -2,685 -46%
IIL
1684
Income Insurance Ltd
$308K – – –
OWP
1685
Obermeyer Wealth Partners
Colorado
$307K +$86.4K +873 +39%
SGI
1686
Summit Global Investments
Utah
$307K -$130K -1,317 -30%
RDWM
1687
Red Door Wealth Management
Tennessee
$307K -$4.63M -46,762 -94%
CS
1688
Capital Square
Tennessee
$306K – – –
SWP
1689
Semus Wealth Partners
Florida
$306K +$52.3K +528 +21%
AV
1690
Alamea Verwaltungs
New Jersey
$306K +$305K +3,081 New
QC
1691
Quent Capital
New York
$304K -$106K -1,073 -26%
JFGIW
1692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K +$100K +1,012 +50%
WDL
1693
Well Done LLC
Michigan
$302K +$302K +3,046 New
SCI
1694
Silver Coast Investments
United States
$302K +$301K +3,042 New
FGC
1695
First Growth Capital
Maryland
$301K -$67.9K -686 -18%
KMWM
1696
Keudell/Morrison Wealth Management
Oregon
$301K -$70.1K -708 -19%
GEA
1697
Glen Eagle Advisors
New Jersey
$301K -$94.2K -951 -24%
NIWA
1698
New Insight Wealth Advisors
California
$299K -$147K -1,485 -33%
CSPIA
1699
Cary Street Partners Investment Advisory
Virginia
$299K +$25.5K +258 +9%
DWP
1700
Daymark Wealth Partners
Ohio
$298K -$257K -2,599 -46%