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Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
951
Oxinas Partners Wealth Management
Indiana
$306K +$247K +1,368 New
AWM
952
Abound Wealth Management
Tennessee
$305K -$10.5K -58 -4%
FFP
953
FourThought Financial Partners
Florida
$304K -$101K -557 -29%
FA
954
Fiduciary Alliance
South Carolina
$303K +$245K +1,355 New
Bank Julius Baer & Co
955
Bank Julius Baer & Co
Switzerland
$301K -$121K -670 -33%
PPWP
956
Premier Path Wealth Partners
New Jersey
$299K -$9.4K -52 -4%
YCG
957
Yeomans Consulting Group
Georgia
$299K +$250K +1,384 New
KCM
958
KRS Capital Management
Michigan
$298K +$241K +1,331 New
CAAS
959
Capital Asset Advisory Services
Michigan
$297K +$249K +1,377 New
EWM
960
Evercore Wealth Management
New York
$297K +$240K +1,326 New
AIM
961
Aspen Investment Management
Michigan
$295K +$239K +1,320 New
FHA
962
First Horizon Advisors
Tennessee
$295K +$120K +662 +101%
LAM
963
L2 Asset Management
Massachusetts
$294K +$238K +1,315 New
OM
964
OV Management
Minnesota
$294K -$396K -2,189 -62%
TC
965
TownSquare Capital
Utah
$292K -$18.2M -100,796 -99%
NFC
966
Northeast Financial Consultants
Connecticut
$291K +$235K +1,300 New
ACM
967
Adalta Capital Management
New York
$290K -$80.5K -445 -26%
FP
968
Financial Perspectives
Minnesota
$287K
II
969
Inspire Investing
Idaho
$286K -$143K -789 -38%
LFG
970
Larson Financial Group
Missouri
$286K +$110K +606 +90%
OCM
971
Objective Capital Management
Ohio
$285K +$230K +1,274 New
WPW
972
Watershed Private Wealth
Illinois
$284K -$200K -1,105 -47%
MA
973
Modus Advisors
Minnesota
$282K +$228K +1,261 New
MA
974
Mutual Advisors
Nebraska
$282K +$232K +1,285 New
SRL
975
Scientech Research LLC
New Jersey
$281K -$340K -1,880 -60%