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Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
2451
Smith Partners Wealth Management
North Carolina
$226K +$229K +9,085 New
HIA
2452
Harbor Investment Advisory
Maryland
$225K -$1.84K -73 -0.8%
MI
2453
Motiv8 Investments
Florida
$225K +$22.7K +901 +11%
SP
2454
Stonebrook Private
Michigan
$225K +$25.6K +1,015 +13%
JGIA
2455
Jackson Grant Investment Advisers
Connecticut
$224K -$54K -2,140 -19%
AWM
2456
Accel Wealth Management
Iowa
$224K +$18.5K +733 +9%
FOA
2457
Five Oceans Advisors
California
$224K -$50 -2 -0%
LWM
2458
Liberty Wealth Management
California
$224K +$4.24K +168 +2%
OWA
2459
Opal Wealth Advisors
New York
$223K – – –
SFC
2460
SYM Financial Corp
Indiana
$223K -$76.1K -3,016 -25%
KWM
2461
Keebeck Wealth Management
Illinois
$223K +$226K +8,963 New
EFP
2462
Elser Financial Planning
Indiana
$223K +$226K +8,962 New
PFA
2463
Portland Financial Advisors
New York
$222K – – –
CPC
2464
Congress Park Capital
New York
$222K – – –
FCM
2465
Fieldview Capital Management
Michigan
$222K +$225K +8,921 New
CICI
2466
Capital Investment Counsel Inc
North Carolina
$221K -$65.6K -2,600 -23%
SCP
2467
Sivia Capital Partners
California
$221K -$17.8K -707 -7%
CWMGO
2468
Capstone Wealth Management Group (Oregon)
Oregon
$221K – – –
RDWM
2469
Red Door Wealth Management
Tennessee
$221K +$8.52K +338 +4%
CYG
2470
Clean Yield Group
Vermont
$221K -$14.2K -562 -6%
EAM
2471
Empirical Asset Management
Massachusetts
$220K -$39.8K -1,577 -13%
PPW
2472
Presilium Private Wealth
Pennsylvania
$220K +$223K +8,848 New
MAWCM
2473
Mine & Arao Wealth Creation & Management
California
$220K +$2.37K +94 +1%
SAM
2474
S.A. Mason
Michigan
$220K -$4.56K -181 -2%
EA
2475
Emerald Advisors
Washington
$220K -$68.3K -2,708 -23%