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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2326
Holistic Planning
Texas
$275K -$42.9K -1,607 -14%
CA
2327
Cornerstone Advisory
Maryland
$275K +$12.6K +470 +5%
WA
2328
Westfuller Advisors
New York
$274K +$234K +8,760 +1,253%
Country Trust Bank
2329
Country Trust Bank
Illinois
$274K -$23.4K -875 -8%
EGA
2330
E&G Advisors
Texas
$274K +$17.3K +647 +7%
DWM
2331
Darwin Wealth Management
Florida
$274K +$160 +6 +0.1%
AWG
2332
Altus Wealth Group
Colorado
$274K +$26K +972 +11%
WIM
2333
Wiregrass Investment Management
Georgia
$274K -$979K -36,634 -80%
Balentine LLC
2334
Balentine LLC
Georgia
$273K +$252K +9,432 New
SL
2335
Salomon & Ludwin
Virginia
$273K -$13.1K -492 -5%
PWA
2336
Provenance Wealth Advisors
Florida
$273K +$45.4K +1,700 +22%
TCBWMS
2337
Texas Capital Bank Wealth Management Services
Texas
$273K +$6.84K +256 +3%
RW
2338
Rockport Wealth
Ohio
$273K +$15.1K +564 +6%
FWTB
2339
First Western Trust Bank
Colorado
$273K -$11.1K -417 -4%
BLWM
2340
Bucket List Wealth Management
Florida
$272K -$105K -3,912 -29%
EHWM
2341
Eads & Heald Wealth Management
Georgia
$271K +$1.34K +50 +0.5%
BTWM
2342
Baker Tilly Wealth Management
Wisconsin
$271K +$250K +9,362 New
ITIM
2343
Indiana Trust & Investment Management
Indiana
$271K -$6.6K -247 -3%
CA
2344
Commerce Advisors
Tennessee
$271K +$250K +9,353 New
YIM
2345
Yoffe Investment Management
Pennsylvania
$271K +$80 +3 +0%
LWM
2346
Lifetime Wealth Management
Texas
$271K +$6.22K +233 +3%
SW
2347
SlateStone Wealth
Florida
$271K -$163K -6,095 -39%
BI
2348
Breachway Investments
Rhode Island
$271K +$695 +26 +0.3%
MFP
2349
Meramec Financial Planners
Missouri
$270K +$11.9K +445 +5%
AC
2350
Annandale Capital
Texas
$269K +$248K +9,265 New