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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
2526
Hartford Financial Management
Connecticut
$270K +$104K +520 +101%
CPW
2527
Catalyst Private Wealth
California
$270K -$15.4K -77 -7%
RCM
2528
Raleigh Capital Management
North Carolina
$270K +$35.8K +179 +21%
CFAM
2529
Coury Firm Asset Management
Pennsylvania
$269K +$206K +1,029 New
MAM
2530
McLean Asset Management
Virginia
$269K +$205K +1,027 New
EWS
2531
Evergreen Wealth Solutions
Pennsylvania
$269K -$50K -250 -20%
GPWA
2532
Great Point Wealth Advisors
Massachusetts
$268K -$36K -180 -15%
VLC
2533
Van Leeuwen & Company
New Jersey
$268K -$185K -926 -49%
HR
2534
Howe & Rusling
New York
$268K +$205K +1,024 New
SHWM
2535
Silicon Hills Wealth Management
Texas
$266K – – –
SWG
2536
Summit Wealth Group
Vermont
$266K +$203K +1,013 +20,260%
FWTB
2537
First Western Trust Bank
Colorado
$266K -$25.8K -129 -11%
TA
2538
Tactive Advisors
Florida
$265K +$203K +1,013 New
CWA
2539
CM Wealth Advisors
Ohio
$265K +$199K +995 New
WW
2540
Westshore Wealth
California
$265K -$2.2K -11 -1%
WCM
2541
Windsor Capital Management
Arizona
$265K -$15K -75 -7%
LWAM
2542
Legacy Wealth Asset Management
Minnesota
$264K +$202K +1,010 New
SA
2543
Syntax Advisors
New York
$263K -$92.8K -464 -32%
VCG
2544
Vantage Consulting Group
Virginia
$263K -$92.8K -464 -32%
BF
2545
Brogan Financial
Tennessee
$263K -$38K -190 -16%
AWA
2546
Archvest Wealth Advisors
California
$263K +$2.4K +12 +1%
SCG
2547
Sonata Capital Group
Washington
$262K – – –
PHAM
2548
Palisades Hudson Asset Management
Florida
$262K +$200K +1,001 New
Edgewood Management
2549
Edgewood Management
Connecticut
$262K – – –
LC
2550
Lavaca Capital
Texas
$262K +$200K +1,000 New