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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1851
Willow Creek Wealth Management
California
$280K -$4.03K -47 -2%
WG
1852
Wealth Group
North Carolina
$280K -$40.1K -467 -14%
MG
1853
Marex Group
$280K -$299K -3,490 -55%
GFP
1854
Gryphon Financial Partners
Ohio
$279K -$73.9K -861 -23%
AT
1855
Avalon Trust
New Mexico
$279K – – –
PFS
1856
Prospect Financial Services
New York
$278K +$244K +2,848 New
SW
1857
StrongBox Wealth
Missouri
$276K -$515 -6 -0.2%
WC
1858
Waterloo Capital
Texas
$276K +$10.5K +122 +5%
PWA
1859
Physician Wealth Advisors
Utah
$275K -$1.03K -12 -0.4%
JA
1860
JVL Associates
Michigan
$275K +$601 +7 +0.2%
KB
1861
Kimelman & Baird
New York
$275K – – –
CAWM
1862
Capital Advisors Wealth Management
Washington
$274K +$7.81K +91 +3%
GWM
1863
Gibbs Wealth Management
Georgia
$274K +$241K +2,813 New
AM
1864
Atwater Malick
Pennsylvania
$272K – – –
MHR
1865
Matthew Hamilton Rosenberg
$271K +$12.8K +149 +6%
OCPWS
1866
One Charles Private Wealth Services
Massachusetts
$271K +$601 +7 +0.3%
FG
1867
Foster Group
Iowa
$271K -$2.49K -29 -1%
SAF
1868
Smith Anglin Financial
Texas
$270K +$16.3K +190 +7%
NAS
1869
Nicolet Advisory Services
Wisconsin
$270K +$243K +2,828 New
WA
1870
Wambolt & Associates
Colorado
$270K -$34.1K -398 -13%
MCM
1871
Morton Capital Management
California
$270K +$237K +2,768 New
MMPW
1872
Mitchell McLeod Pugh & Williams
Alabama
$270K +$2.57K +30 +1%
GI
1873
GAMCO Investors
Connecticut
$269K -$75.9K -885 -24%
LCWP
1874
Legacy Capital Wealth Partners
Arkansas
$267K +$235K +2,741 New
LWL
1875
Leo Wealth LLC
Texas
$267K +$235K +2,735 New
73 74
75
76 77