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Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1176
Spartan Planning & Wealth Management
North Carolina
$260K +$259K +4,462 New
EWA
1177
EP Wealth Advisors
California
$260K -$1.66M -28,701 -87%
TWP
1178
Tower Wealth Partners
Pennsylvania
$260K +$258K +4,457 New
SCI
1179
S&CO Inc
Massachusetts
$259K
ACI
1180
Alpha Cubed Investments
California
$259K -$19.7K -340 -7%
CIA
1181
Cladis Investment Advisory
Montana
$257K -$23.2K -400 -8%
LCM
1182
LCM Capital Management
Illinois
$256K +$9.69K +167 +4%
GIA
1183
Guyasuta Investment Advisors
Pennsylvania
$256K
CT
1184
Cambridge Trust
Massachusetts
$256K +$1.91K +33 +0.8%
WPP
1185
Whalerock Point Partners
Rhode Island
$255K
MCCA
1186
Mill Creek Capital Advisors
Pennsylvania
$253K -$109K -1,873 -30%
LAM
1187
L2 Asset Management
Massachusetts
$250K +$20.5K +354 New
HWA
1188
HCR Wealth Advisors
California
$249K +$248K +4,275 New
MHR
1189
Matthew Hamilton Rosenberg
$248K +$23.2K +400 +10%
PCP
1190
Proficio Capital Partners
Massachusetts
$247K +$246K +4,241 New
LWANC
1191
Laurel Wealth Advisors (North Carolina)
North Carolina
$247K -$55.1K -950 -18%
TA
1192
TruWealth Advisors
Louisiana
$247K
SIA
1193
Soltis Investment Advisors
Utah
$246K +$244K +4,215 New
LIA
1194
LS Investment Advisors
Michigan
$245K -$2.49K -43 -1%
PWP
1195
Private Wealth Partners
California
$245K
DFG
1196
Delta Financial Group
New Jersey
$245K +$244K +4,209 New
MBT
1197
Montecito Bank & Trust
California
$245K +$244K +4,200 New
NECFA
1198
New England Capital Financial Advisors
Connecticut
$244K +$1.1K +19 +0.5%
SFO
1199
Stokes Family Office
Louisiana
$244K +$6.15K +106 +3%
OFW
1200
Omnia Family Wealth
Florida
$243K