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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1176
Davis Capital Management
Florida
$311K +$350K +1,848 +46,200%
AP
1177
Appleton Partners
Massachusetts
$310K -$26.9K -142 -7%
WPW
1178
Winthrop Partners - WNY
New York
$310K -$30.7K -162 -8%
IA
1179
IFG Advisory
Georgia
$309K +$348K +1,840 New
HBW
1180
Hazlett, Burt & Watson
West Virginia
$308K -$11.6K -61 -3%
HBT
1181
Heartland Bank & Trust
Illinois
$305K -$4.54K -24 -1%
TW
1182
TritonPoint Wealth
Maryland
$303K -$4.36K -23 -1%
BWS
1183
Broadway Wealth Solutions
Texas
$302K +$30.1K +159 +10%
VAG
1184
VisionPoint Advisory Group
Texas
$302K -$11.6K -61 -3%
AWE
1185
Avidian Wealth Enterprises
Texas
$301K -$244K -1,290 -42%
LCWP
1186
Legacy Capital Wealth Partners
Arkansas
$300K -$15.3K -81 -4%
LAS
1187
LWM Advisory Services
Florida
$299K
MW
1188
Marble Wealth
Alabama
$298K -$9.66K -51 -3%
SWP
1189
Summit Wealth Partners
Florida
$297K +$8.52K +45 +3%
FFA
1190
Fi3 Financial Advisors
Indiana
$297K +$479K +2,530 +247%
FFM
1191
Fullerton Fund Management
Singapore
$296K -$74.6K -394 -18%
AL
1192
Aspiriant LLC
California
$296K +$88.6K +468 +36%
TWIM
1193
TIAA Wealth Investment Management
New York
$294K +$12.1K +64 +4%
LWA
1194
LifeGoal Wealth Advisors
New York
$294K +$331K +1,750 New
WSFS
1195
Wilmington Savings Fund Society
Delaware
$293K -$64.6K -341 -16%
EWS
1196
Evergreen Wealth Solutions
Pennsylvania
$293K +$303K +1,598 New
Koshinski Asset Management
1197
Koshinski Asset Management
Illinois
$293K -$592K -3,125 -64%
BWP
1198
BSW Wealth Partners
Colorado
$292K -$9.28K -49 -3%
OWP
1199
ORG Wealth Partners
Texas
$291K +$50.4K +266 +18%
MHR
1200
Matthew Hamilton Rosenberg
$291K -$3.03K -16 -0.9%