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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
2276
FSB Premier Wealth Management
Iowa
$302K -$13.8K -518 -5%
CWP
2277
Curated Wealth Partners
California
$301K +$286K +10,728 New
PWP
2278
Phillips Wealth Planners
Mississippi
$299K +$309K +11,597 New
HR
2279
Hardy Reed
Mississippi
$299K +$16.6K +624 +6%
BCMLT
2280
Beacon Capital Management LLC (Tennessee)
Tennessee
$298K +$7K +263 +3%
ACA
2281
Arsenal Capital Advisors
Pennsylvania
$298K +$22.4K +841 +9%
GIA
2282
GHP Investment Advisors
Colorado
$298K -$8.01K -301 -3%
BTWM
2283
Baker Tilly Wealth Management
Wisconsin
$298K -$20.2K -758 -7%
CRIG
2284
Charter Research & Investment Group
Connecticut
$298K +$32.6K +1,225 +13%
SIG
2285
Spinnaker Investment Group
California
$298K -$23.5K -883 -8%
KWS
2286
Keystone Wealth Services
California
$298K -$1.68K -63 -0.6%
ST
2287
Sentinel Trust
Texas
$297K +$12K +450 +4%
CICI
2288
Capital Investment Counsel Inc
North Carolina
$297K +$45.3K +1,700 +19%
RAM
2289
Redmond Asset Management
Virginia
$297K +$34.1K +1,281 +14%
TPWM
2290
Twelve Points Wealth Management
Massachusetts
$297K +$852 +32 +0.3%
EIG
2291
Ellenbecker Investment Group
Wisconsin
$297K -$10.2K -384 -4%
TBNY
2292
Trustco Bank (New York)
New York
$296K +$6.66K +250 +2%
BFG
2293
Berger Financial Group
Minnesota
$296K -$24.9K -935 -8%
PWA
2294
Physician Wealth Advisors
Utah
$295K +$26.5K +997 +10%
TCP
2295
TMB Capital Partners
Arkansas
$295K +$11.7K +441 +4%
FPL
2296
Fortress Private Ledger
North Carolina
$294K -$799 -30 -0.3%
PAW
2297
Plan A Wealth
Nebraska
$294K +$5.67K +213 +2%
3IP
2298
3Chopt Investment Partners
Virginia
$294K +$45.4K +1,706 +19%
RMF
2299
Red Mountain Financial
Colorado
$294K +$240 +9 +0.1%
DWAM
2300
Duncan Williams Asset Management
Tennessee
$293K -$109K -4,084 -28%