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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1276
Evolve Private Wealth
California
$227K -$425K -7,931 -62%
ABLA
1277
Alan B. Lancz & Associates
Ohio
$227K
EM
1278
Excalibur Management
Massachusetts
$226K +$54 +1 +0%
BHC
1279
Bull Harbor Capital
Maryland
$226K +$9.22K +172 +4%
SRA
1280
Secured Retirement Advisors
Minnesota
$225K -$24.8K -463 -9%
PWG
1281
Portside Wealth Group
Utah
$225K +$26.4K +493 +11%
MWM
1282
Meridian Wealth Management
Kentucky
$225K +$2.09K +39 +0.8%
CFO
1283
Cambient Family Office
Michigan
$224K -$2.09K -39 -0.8%
BTI
1284
Blue Trust Inc
Georgia
$223K -$12.1K -226 -4%
LP
1285
LMR Partners
United Kingdom
$223K +$258K +4,805 New
BCM
1286
Bayesian Capital Management
New York
$223K +$257K +4,800 New
NERM
1287
New England Research & Management
Illinois
$223K
CWG
1288
Cornerstone Wealth Group
North Carolina
$221K -$3.06K -57 -1%
AWM
1289
Accurate Wealth Management
Florida
$221K +$27K +504 +12%
PA
1290
PSI Advisors
Florida
$221K +$3.64K +68 +1%
FCM
1291
Fieldview Capital Management
Michigan
$220K +$254K +4,741 New
WJA
1292
Willis Johnson & Associates
Texas
$220K -$378K -7,060 -60%
1W
1293
1776 Wealth
Georgia
$219K
AGAM
1294
Audent Global Asset Management
California
$219K
MCM
1295
Mainstay Capital Management
Michigan
$218K -$11.6K -216 -4%
MWM
1296
Mission Wealth Management
California
$218K +$251K +4,683 New
FA
1297
FDx Advisors
Illinois
$215K -$12.9K -241 -5%
MFG
1298
Magnus Financial Group
New York
$215K -$26.4K -492 -10%
GWMR
1299
GC Wealth Management RIA
Massachusetts
$214K -$44.2K -825 -15%
CW
1300
Channel Wealth
California
$214K +$247K +4,606 New