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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1601
Avidian Wealth Enterprises
Texas
$234K +$230K +2,741 New
ACM
1602
Ashford Capital Management
Delaware
$233K +$8.41K +100 +4%
NI
1603
Natural Investments
California
$233K +$230K +2,739 New
CWA
1604
Consilio Wealth Advisors
Washington
$233K -$168 -2 -0.1%
MAWA
1605
Moss Adams Wealth Advisors
Washington
$232K +$229K +2,724 New
RSWM
1606
Robertson Stephens Wealth Management
California
$231K +$2.27K +27 +1%
OL
1607
OneFund LLC
Florida
$231K +$1.85K +22 +0.8%
MIH
1608
Meitav Investment House
Israel
$231K – – –
EI
1609
Ellevest Inc
New York
$231K +$227K +2,705 New
WIA
1610
Westbourne Investment Advisors
Maryland
$230K – – –
AC
1611
Avory & Company
Florida
$230K – – –
MEG
1612
Millstone Evans Group
Colorado
$230K +$226K +2,689 New
MFG
1613
Menard Financial Group
Texas
$229K +$226K +2,684 New
OL
1614
Optas LLC
Texas
$228K +$225K +2,675 New
PL
1615
Plancorp LLC
Missouri
$228K -$1.85K -22 -0.8%
GWANC
1616
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$7.65K +91 +4%
1IA
1617
1620 Investment Advisors
Massachusetts
$228K +$589 +7 +0.3%
BAM
1618
Boyar Asset Management
New York
$228K – – –
CM
1619
Cercano Management
Washington
$227K – – –
OL
1620
one8zero8 LLC
North Carolina
$227K +$224K +2,661 New
FUBT
1621
First United Bank & Trust
Maryland
$227K +$21.9K +260 +11%
AWM
1622
Aprio Wealth Management
Georgia
$226K +$223K +2,651 New
LWM
1623
Lodestone Wealth Management
Washington
$225K -$8.41K -100 -4%
FHC
1624
First Heartland Consultants
Missouri
$225K +$221K +2,631 New
KCM
1625
KRS Capital Management
Michigan
$223K +$220K +2,616 New