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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2326
Mattern Wealth Management
Kansas
$301K – – –
MWP
2327
Meridian Wealth Partners
Pennsylvania
$300K +$45.8K +1,664 +18%
Sax Wealth Advisors
2328
Sax Wealth Advisors
New Jersey
$300K +$295K +10,733 New
AA
2329
Altrafin AG
$300K – – –
WFA
2330
WestHill Financial Advisors
California
$300K -$24K -873 -8%
RPWA
2331
Regent Peak Wealth Advisors
Georgia
$300K -$1.35K -49 -0.5%
PWA
2332
Physician Wealth Advisors
Utah
$299K +$4.57K +166 +2%
Laird Norton Wetherby Trust Company
2333
Laird Norton Wetherby Trust Company
Washington
$298K – – –
GWM
2334
Gray Wealth Management
Maine
$296K +$63.5K +2,306 +28%
AA
2335
Addison Advisors
Vermont
$296K +$54.8K +1,992 +23%
BCM
2336
Bluefin Capital Management
New York
$296K +$23.9K +869 +9%
LWM
2337
Laidlaw Wealth Management
New York
$296K -$20.2K -734 -6%
AWAU
2338
Alliance Wealth Advisors (Utah)
Utah
$295K -$37.9K -1,378 -12%
WMG
2339
WESCAP Management Group
California
$295K -$5.12K -186 -2%
LSA
2340
Lion Street Advisors
Texas
$294K +$8.7K +316 +3%
IA
2341
IFG Advisors
Missouri
$294K +$578 +21 +0.2%
WA1
2342
Wimmer Associates 1
California
$294K +$10.5K +381 +4%
SOS
2343
Silver Oak Securities
Tennessee
$293K -$13.7K -496 -5%
MC
2344
Middleton & Co
Massachusetts
$293K -$49.4K -1,796 -15%
OPW
2345
Oxler Private Wealth
New York
$292K +$3.72K +135 +1%
Harvest Fund Management
2346
Harvest Fund Management
China
$292K +$288K +10,445 New
Banque Pictet & Cie
2347
Banque Pictet & Cie
Switzerland
$292K +$2.37K +86 +0.8%
PCM
2348
Pointe Capital Management
Michigan
$292K -$4.43K -161 -2%
JGIA
2349
Jackson Grant Investment Advisers
Connecticut
$292K -$9.58K -348 -3%
EWM
2350
Elmwood Wealth Management
California
$291K -$33K -1,200 -10%