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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2951
Glass Wealth Management
Texas
$268K +$44.7K +300 +20%
CCC
2952
Compass Capital Corp
Massachusetts
$268K -$134K -900 -32%
FH
2953
FWG Holdings
Florida
$268K -$196K -1,319 -40%
CWM
2954
C2C Wealth Management
Arizona
$267K -$16.4K -110 -6%
RI
2955
Ridgewood Investments
New Jersey
$267K +$217K +1,455 +442%
BCM
2956
Blume Capital Management
California
$267K – – –
FWM
2957
Focused Wealth Management
New York
$267K -$50.9K -342 -16%
Walleye Capital
2958
Walleye Capital
New York
$266K +$255K +1,712 +2,717%
LRIA
2959
Leonard Rickey Investment Advisors
Washington
$266K -$23.1K -155 -8%
BCM
2960
BluePointe Capital Management
California
$265K +$263K +1,769 New
WRPWM
2961
Werba Rubin Papier Wealth Management
California
$265K -$18.8K -126 -7%
JEST
2962
JTC Employer Solutions Trustee
Jersey
$265K – – –
BCMLT
2963
Beacon Capital Management LLC (Tennessee)
Tennessee
$265K -$1.64K -11 -0.6%
NC
2964
NBW Capital
Massachusetts
$264K +$52.1K +350 +25%
NPFS
2965
Novak & Powell Financial Services
Florida
$264K +$262K +1,758 New
WEG
2966
World Equity Group
Illinois
$264K -$183K -1,231 -44%
VAF
2967
Values Added Financial
District of Columbia
$263K +$14.6K +98 +6%
AWA
2968
Acorn Wealth Advisors
Michigan
$263K -$3.57K -24 -1%
SIA
2969
SGL Investment Advisors
Montana
$263K +$59.1K +397 +25%
1L
2970
10Elms LLP
Oklahoma
$263K +$68.2K +458 +35%
OIC
2971
Orion Investment Company
Missouri
$263K – – –
WLIM
2972
White Lighthouse Investment Management
Massachusetts
$263K -$89.6K -602 -26%
VW
2973
Vance Wealth
California
$262K -$11.2K -75 -4%
CA
2974
Crumly & Associates
Illinois
$261K +$29.5K +198 +13%
RDFA
2975
Ritter Daniher Financial Advisory
Ohio
$261K -$48.4K -325 -16%