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Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
2876
White Lighthouse Investment Management
Massachusetts
$262K – – –
BMWM
2877
Brown Miller Wealth Management
Virginia
$262K +$156 +3 +0.1%
AWM
2878
Aevitas Wealth Management
Massachusetts
$262K +$15.2K +292 +6%
DC
2879
DeDora Capital
California
$261K -$2.75K -53 -1%
KAM
2880
KEB Asset Management
Illinois
$261K -$1.61K -31 -0.6%
FCIM
2881
Fairview Capital Investment Management
California
$261K – – –
EFL
2882
ERn Financial LLC
Wisconsin
$261K +$69.3K +1,335 +36%
BWM
2883
Birchcreek Wealth Management
Ohio
$260K -$17.1K -329 -6%
CCI
2884
Credit Capital Investments
New Jersey
$259K -$556K -10,721 -68%
SSWG
2885
Seven Springs Wealth Group
Tennessee
$259K +$52 +1 +0%
CFG
2886
Carter Financial Group
Illinois
$259K +$260K +5,003 New
BCCM
2887
Bridge Creek Capital Management
Massachusetts
$258K -$23.3K -450 -8%
CHA
2888
Cooper/Haims Advisors
New York
$258K +$75.6K +1,458 +41%
GBWM
2889
Granite Bay Wealth Management
New Hampshire
$257K – – –
RWA
2890
RGT Wealth Advisors
Texas
$256K – – –
PFA
2891
Pathway Financial Advisors
Vermont
$256K +$4.67K +90 +2%
BWA
2892
Beam Wealth Advisors
Louisiana
$256K +$28K +539 +12%
PL
2893
Pluribus Labs
California
$255K -$269K -5,179 -51%
MWM
2894
Maripau Wealth Management
Indiana
$255K +$267K +5,141 New
PP
2895
Patron Partners
Texas
$254K -$4.67K -90 -2%
FSC
2896
Full Sail Capital
Oklahoma
$253K -$20K -386 -7%
NQWM
2897
Northwest Quadrant Wealth Management
Oregon
$252K -$3.89K -75 -1%
KOMWMG
2898
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$250K -$139K -2,671 -36%
PA
2899
Perennial Advisors
New York
$250K -$2.85K -55 -1%
HCA
2900
Harbour Capital Advisors
Virginia
$250K – – –