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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
2201
Bogart Wealth LLC
Virginia
$245K -$46.8K -2,227 -16%
CL
2202
CIM LLC
New York
$245K +$11.4K +541 +4%
PWM
2203
Paulson Wealth Management
Illinois
$244K -$184K -8,781 -42%
CHP
2204
Cable Hill Partners
Oregon
$244K +$251K +11,954 New
LWA
2205
Lowe Wealth Advisors
Maryland
$243K
BWFA
2206
Baltimore-Washington Financial Advisors
Maryland
$241K -$36.6K -1,744 -13%
CCG
2207
Chatham Capital Group
Georgia
$240K -$609 -29 -0.2%
ACM
2208
Ashford Capital Management
Delaware
$240K
MFGP
2209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$240K +$882 +42 +0.4%
GJIC
2210
Gamble Jones Investment Counsel
California
$239K -$13.3K -632 -5%
RW
2211
REDW Wealth
New Mexico
$239K +$29.6K +1,410 +14%
ACWM
2212
Adams Chetwood Wealth Management
North Carolina
$238K -$194K -9,246 -44%
BFM
2213
Boothbay Fund Management
New York
$238K +$24.2K +1,152 +11%
ME
2214
McIlrath & Eck
Washington
$237K -$9.85K -469 -4%
EIA
2215
Eldridge Investment Advisors
New Hampshire
$237K +$168 +8 +0.1%
BFO
2216
Biltmore Family Office
North Carolina
$236K
EWP
2217
Engrave Wealth Partners
Texas
$235K -$68.4K -3,255 -22%
SW
2218
StrongBox Wealth
Missouri
$235K -$41.5K -1,977 -15%
LFA
2219
Landmark Financial Advisors
Kentucky
$235K +$462 +22 +0.2%
SCG
2220
Sonata Capital Group
Washington
$233K -$136K -6,490 -36%
CAM
2221
Congress Asset Management
Massachusetts
$233K +$483 +23 +0.2%
PFA
2222
Pinnacle Family Advisors
Missouri
$233K +$37.7K +1,794 +19%
W
2223
Wealthquest
Ohio
$233K +$240K +11,443 New
CRWM
2224
Castle Rock Wealth Management
California
$231K -$39K -1,854 -13%
TWM
2225
TriaGen Wealth Management
California
$231K