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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1326
Gateway Wealth Partners
Wisconsin
$244K +$1.59K +7 +0.6%
TC
1327
Trilogy Capital
California
$243K -$74.4K -327 -23%
HBS
1328
Howard Bailey Securities
Indiana
$242K -$39.3K -173 -14%
BMCM
1329
Bryn Mawr Capital Management
Pennsylvania
$242K
SA
1330
Stewardship Advisors
Pennsylvania
$242K +$25K +110 +11%
CAI
1331
Capital Advisors Inc
Oklahoma
$242K +$249K +1,095 New
ACC
1332
Acorn Creek Capital
Colorado
$238K +$246K +1,080 New
OWA
1333
Outlook Wealth Advisors
Texas
$238K -$17.3K -76 -7%
JIC
1334
Joel Isaacson & Co
New York
$238K
WPW
1335
Watershed Private Wealth
Illinois
$238K
TIA
1336
Trust Investment Advisors
Indiana
$237K -$10.7K -47 -4%
CCA
1337
Childress Capital Advisors
Texas
$237K +$5.46K +24 +2%
KA
1338
Klingman & Associates
New York
$236K -$74.4K -327 -23%
CSA
1339
Cottage Street Advisors
Massachusetts
$236K +$243K +1,070 New
B
1340
Bailard
California
$235K -$4.32K -19 -2%
KFA
1341
Kapstone Financial Advisors
Ohio
$235K
MFG
1342
Magnus Financial Group
New York
$235K -$45.5K -200 -16%
TWM
1343
Topsail Wealth Management
North Carolina
$230K +$237K +1,044 New
AP
1344
Appleton Partners
Massachusetts
$230K -$35.3K -155 -13%
SXL
1345
Summit X LLC
Missouri
$230K -$33.7K -148 -12%
BFF
1346
Byrne Financial Freedom
Massachusetts
$229K +$236K +1,037 New
SPWM
1347
Spartan Planning & Wealth Management
North Carolina
$227K +$234K +1,027 New
OWA
1348
Opal Wealth Advisors
New York
$226K +$233K +1,025 New
PCMC
1349
Private Capital Management (Colorado)
Colorado
$226K -$30K -132 -11%
PCA
1350
Purkiss Capital Advisors
Connecticut
$226K +$233K +1,025 New