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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
2326
Meridian Wealth Partners
Pennsylvania
$300K +$45.8K +1,664 +18%
SWA
2327
Sax Wealth Advisors
New Jersey
$300K +$295K +10,733 New
AA
2328
Altrafin AG
$300K
WFA
2329
WestHill Financial Advisors
California
$300K -$24K -873 -8%
RPWA
2330
Regent Peak Wealth Advisors
Georgia
$300K -$1.35K -49 -0.5%
PWA
2331
Physician Wealth Advisors
Utah
$299K +$4.57K +166 +2%
LNWTC
2332
Laird Norton Wetherby Trust Company
Washington
$298K
GWM
2333
Gray Wealth Management
Maine
$296K +$63.5K +2,306 +28%
AA
2334
Addison Advisors
Vermont
$296K +$54.8K +1,992 +23%
BCM
2335
Bluefin Capital Management
New York
$296K +$23.9K +869 +9%
LWM
2336
Laidlaw Wealth Management
New York
$296K -$20.2K -734 -6%
AWAU
2337
Alliance Wealth Advisors (Utah)
Utah
$295K -$37.9K -1,378 -12%
WMG
2338
WESCAP Management Group
California
$295K -$5.12K -186 -2%
LSA
2339
Lion Street Advisors
Texas
$294K +$8.7K +316 +3%
IA
2340
IFG Advisors
Missouri
$294K +$578 +21 +0.2%
WA1
2341
Wimmer Associates 1
California
$294K +$10.5K +381 +4%
SOS
2342
Silver Oak Securities
Tennessee
$293K -$13.7K -496 -5%
MC
2343
Middleton & Co
Massachusetts
$293K -$49.4K -1,796 -15%
OPW
2344
Oxler Private Wealth
New York
$292K +$3.72K +135 +1%
HFM
2345
Harvest Fund Management
China
$292K +$288K +10,445 New
BPC
2346
Banque Pictet & Cie
Switzerland
$292K +$2.37K +86 +0.8%
PCM
2347
Pointe Capital Management
Michigan
$292K -$4.43K -161 -2%
JGIA
2348
Jackson Grant Investment Advisers
Connecticut
$292K -$9.58K -348 -3%
EWM
2349
Elmwood Wealth Management
California
$291K -$33K -1,200 -10%
WWM
2350
Whalen Wealth Management
Nevada
$291K -$174K -6,311 -38%