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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2951
Ameliora Wealth Management
Switzerland
$274K -$37.1K -216 -12%
SIM
2952
Seaview Investment Managers
Florida
$274K
WSWA
2953
Warren Street Wealth Advisors
California
$273K -$62.5K -364 -18%
Cohen & Steers
2954
Cohen & Steers
New York
$273K -$26.5K -154 -9%
MCA
2955
Millennium Capital Advisors
Arkansas
$273K -$55.8K -325 -17%
UC
2956
Unio Capital
New Jersey
$272K
WTG
2957
West Tower Group
Virginia
$272K +$275K +1,600 New
BRA
2958
Biechele Royce Advisors
Indiana
$272K -$12.4K -72 -4%
LAM
2959
Lakewood Asset Management
Illinois
$272K
KCM
2960
KRS Capital Management
Michigan
$271K -$15.1K -88 -5%
TWA
2961
Talisman Wealth Advisors
New Jersey
$271K +$2.75K +16 +1%
CM
2962
Columbus Macro
Pennsylvania
$270K +$1.03K +6 +0.4%
FA
2963
Fermata Advisors
California
$270K +$19.1K +111 +8%
GP
2964
Greenline Partners
New York
$270K
WFA
2965
WMG Financial Advisors
Tennessee
$270K +$344 +2 +0.1%
MAG
2966
MRA Advisory Group
New Jersey
$269K +$1.89K +11 +0.7%
HCA
2967
Heck Capital Advisors
Wisconsin
$269K -$8.25K -48 -3%
AHL
2968
Abel Hall LLC
Louisiana
$268K -$9.96K -58 -4%
BWM
2969
Baron Wealth Management
Michigan
$268K -$8.42K -49 -3%
WI
2970
Wintrust Investments
Illinois
$268K -$3.39M -19,747 -93%
R
2971
Rebalance
California
$268K
WAS
2972
Wealth Advisory Solutions
Indiana
$267K +$16.8K +98 +7%
CWA
2973
Cornerstone Wealth Advisors
Minnesota
$267K
AWM
2974
Allen Wealth Management
North Carolina
$267K
CMBA
2975
C.M. Bidwell & Associates
Hawaii
$266K -$2.4K -14 -0.9%