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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
1151
1858 Wealth Management
Ohio
$226K -$13.2K -177 -5%
BFA
1152
Beaumont Financial Advisors
Massachusetts
$225K +$4.56K +61 +2%
EC
1153
EntryPoint Capital
New York
$224K +$235K +3,144 New
PJWM
1154
Philip James Wealth Mangement
Georgia
$224K -$26.3K -352 -10%
FB
1155
Fulton Bank
Pennsylvania
$224K +$4.11K +55 +2%
FFA
1156
Farther Finance Advisors
California
$224K +$78.8K +1,054 +49%
PMSA
1157
Patrick M. Sweeney & Associates
Illinois
$221K +$26.2K +351 +13%
RMF
1158
Red Mountain Financial
Colorado
$221K +$232K +3,098 New
TSWM
1159
Triangle Securities Wealth Management
North Carolina
$219K
SOW
1160
State of Wyoming
Wyoming
$219K +$79.8K +1,068 +53%
SHFA
1161
SC&H Financial Advisors
Maryland
$219K +$15.5K +208 +7%
RSWM
1162
Robertson Stephens Wealth Management
California
$218K -$1.42K -19 -0.6%
PTC
1163
Petrus Trust Company
Texas
$218K +$229K +3,059 New
EIA
1164
Edgemoor Investment Advisors
Maryland
$218K
TTWM
1165
TCV Trust & Wealth Management
Virginia
$217K
TCOTS
1166
Trust Company of the South
North Carolina
$216K
NGA
1167
Naples Global Advisors
Florida
$216K -$21K -281 -9%
RZH
1168
Relyea Zuckerberg Hanson
Connecticut
$215K +$23.3K +312 +12%
SIS
1169
Sound Income Strategies
Florida
$215K +$1.05K +14 +0.5%
JSA
1170
Jacobson & Schmitt Advisors
Wisconsin
$214K +$224K +3,000 New
LSAG
1171
Lake Street Advisors Group
New Hampshire
$214K -$22.9K -306 -9%
SCM
1172
Shelton Capital Management
Colorado
$213K -$149 -2 -0.1%
AUB
1173
Atlantic Union Bankshares
Virginia
$212K +$222K +2,977 New
CWM
1174
Cahaba Wealth Management
Georgia
$212K
SC
1175
SouthState Corp
Florida
$212K -$46.9K -628 -17%