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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1051
CRA Financial Services
New Jersey
$264K – – –
KMWM
1052
Keudell/Morrison Wealth Management
Oregon
$263K -$741 -11 -0.3%
HIC
1053
Holderness Investments Company
North Carolina
$262K -$6.8K -101 -3%
HCP
1054
Hexagon Capital Partners
Arkansas
$261K +$24.6K +365 +11%
GSEP
1055
Golden State Equity Partners
California
$261K +$11.7K +173 +5%
AWP
1056
Accretive Wealth Partners
New Jersey
$260K +$269K +4,000 New
WAM
1057
Weinberger Asset Management
California
$258K – – –
BBA
1058
BLB&B Advisors
Pennsylvania
$257K -$5.12K -76 -2%
FCMC
1059
Founders Capital Management (Connecticut)
Connecticut
$256K – – –
Quotient Wealth Partners
1060
Quotient Wealth Partners
Texas
$256K -$432K -6,406 -65%
Belpointe Asset Management
1061
Belpointe Asset Management
Nevada
$254K +$33.7K +500 +17%
TF
1062
Tompkins Financial
New York
$252K +$14.1K +209 +6%
HA
1063
Helium Advisors
Washington
$252K -$5.73K -85 -2%
WPW
1064
Warther Private Wealth
Ohio
$252K +$11.1K +165 +5%
GP
1065
Greenline Partners
New York
$251K +$231K +3,429 New
FFA
1066
Founders Financial Alliance
North Carolina
$250K -$6.47K -96 -3%
OL
1067
one8zero8 LLC
North Carolina
$249K +$6.87K +102 +3%
PMA
1068
Prudent Man Advisors
Illinois
$249K – – –
MGO One Seven
1069
MGO One Seven
Ohio
$249K -$4.78K -71 -2%
Welch Group
1070
Welch Group
Alabama
$248K -$4.11K -61 -2%
1CP
1071
17 Capital Partners
Arizona
$248K -$2.29K -34 -1%
BA
1072
Ballew Advisors
Mississippi
$247K +$337 +5 +0.1%
GWMR
1073
GC Wealth Management RIA
Massachusetts
$247K -$13.6K -202 -6%
CWP
1074
CFM Wealth Partners
Texas
$247K – – –
TFP
1075
Triune Financial Partners
Kansas
$244K +$2.22K +33 +1%