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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1026
BankPlus Wealth Management
Mississippi
$339K +$12.4K +171 +4%
LWL
1027
Leo Wealth LLC
Texas
$336K +$323K +4,444 New
BMWM
1028
Brown Miller Wealth Management
Virginia
$336K
ET
1029
Entropy Technologies
New York
$335K -$2.86M -39,377 -90%
HFRG
1030
Houlihan Financial Resource Group
Virginia
$334K
AW
1031
Avion Wealth
Texas
$332K -$29.3K -404 -8%
DP
1032
Dearborn Partners
Illinois
$331K +$726 +10 +0.2%
FFA
1033
First Foundation Advisors
California
$330K
FFN
1034
Focus Financial Network
Minnesota
$329K +$25.8K +355 +9%
SWM
1035
Salvus Wealth Management
New Jersey
$329K +$315K +4,340 New
EH
1036
Equitable Holdings
New York
$328K +$5.08K +70 +2%
SPFA
1037
Summit Place Financial Advisors
New Jersey
$326K -$18.2K -250 -5%
HCMT
1038
Highland Capital Management (Tennessee)
Tennessee
$326K
RFO
1039
RiverGlades Family Offices
Florida
$326K
SFWA
1040
Summit Financial Wealth Advisors
Louisiana
$325K -$7.37M -101,515 -96%
CT
1041
Clearstead Trust
Maine
$324K +$13.5K +186 +5%
CFP
1042
Catalyst Financial Partners
Massachusetts
$323K -$12.3K -169 -4%
QWM
1043
Quadcap Wealth Management
Texas
$322K +$309K +4,251 New
FHA
1044
Flagship Harbor Advisors
Massachusetts
$321K -$3.12K -43 -1%
NWM
1045
Northcape Wealth Management
New York
$319K -$3.92K -54 -1%
CST
1046
Charles Schwab Trust
Nevada
$318K
HIC
1047
Holderness Investments Company
North Carolina
$317K
OWA
1048
One Wealth Advisors
California
$316K -$38.1K -525 -11%
BHIA
1049
Birch Hill Investment Advisors
Massachusetts
$316K -$5.81K -80 -2%
TCOT
1050
Trust Company of Toledo
Ohio
$310K