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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2851
PRW Wealth Management
Massachusetts
$230K
RWI
2852
Red Wave Investments
Pennsylvania
$230K +$12.6K +260 +5%
NCM
2853
Northwest Capital Management
Oregon
$230K +$256K +5,265 New
AFG
2854
Alterity Financial Group
Maine
$229K -$36.3K -748 -13%
CAG
2855
Curtis Advisory Group
California
$228K -$20K -411 -7%
SCM
2856
Sandler Capital Management
New York
$228K +$253K +5,200 New
CJFS
2857
Coulter & Justus Financial Services
Tennessee
$227K
CWG
2858
Crown Wealth Group
North Carolina
$227K +$1.41K +29 +0.6%
CSWM
2859
Cassady Schiller Wealth Management
Ohio
$227K +$13.1K +269 +5%
PH
2860
Pinnacle Holdings
Oklahoma
$226K
FSCM
2861
Front Street Capital Management
Montana
$226K -$583 -12 -0.2%
PBF
2862
Petix & Botte Financial
California
$226K
RWA
2863
Redhawk Wealth Advisors
Minnesota
$226K +$3.94K +81 +2%
AWM
2864
Avaii Wealth Management
Wisconsin
$226K +$4.37K +90 +2%
OCM
2865
Objective Capital Management
Ohio
$225K +$11.1K +229 +5%
MWA
2866
Motive Wealth Advisors
Michigan
$225K +$249K +5,133 New
MIFH
2867
Migdal Insurance & Financial Holdings
Israel
$224K -$335K -6,900 -58%
RFM
2868
Royal Fund Management
Florida
$224K +$17.9K +369 +8%
KAM
2869
KEB Asset Management
Illinois
$223K +$2.77K +57 +1%
QFA
2870
Quantum Financial Advisors
California
$222K +$27.3K +562 +12%
AP
2871
Adero Partners
California
$222K +$237K +4,885 New
FCIM
2872
Fairview Capital Investment Management
California
$221K
E
2873
ETFidea
New York
$220K +$244K +5,016 New
CL
2874
COWA LLC
Oklahoma
$219K -$12K -246 -5%
CCI
2875
Credit Capital Investments
New Jersey
$219K