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Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
1651
Palatine Hill Wealth Management
Michigan
$2.51M -$155K -390 -6%
LI
1652
LRI Investments
Florida
$2.51M +$590K +1,484 +33%
TPWA
1653
TRUE Private Wealth Advisors
Oregon
$2.5M -$124K -311 -5%
RWM
1654
Rezny Wealth Management
Florida
$2.5M +$189K +474 +9%
AFG
1655
Albion Financial Group
Utah
$2.5M -$7.16K -18 -0.3%
FGWP
1656
Founders Grove Wealth Partners
Virginia
$2.49M +$50.1K +126 +2%
PWA
1657
Physician Wealth Advisors
Utah
$2.49M +$87.1K +219 +4%
HWA
1658
HHM Wealth Advisors
Tennessee
$2.48M +$20.3K +51 +0.9%
BWM
1659
Benson Wealth Management
Tennessee
$2.48M -$50.9K -128 -2%
FFA
1660
Florida Financial Advisors
Florida
$2.47M +$40.6K +102 +2%
WAS
1661
WESPAC Advisors SoCal
California
$2.47M +$1.37M +3,444 +141%
ET
1662
Entropy Technologies
New York
$2.47M -$3.01M -7,566 -56%
ALC
1663
Alexander Labrunerie & Co
Missouri
$2.47M -$15.5K -39 -0.7%
SFA
1664
Souders Financial Advisors
Ohio
$2.47M -$126K -316 -5%
AL
1665
Aspiriant LLC
California
$2.46M +$499K +1,254 +27%
JIC
1666
Joel Isaacson & Co
New York
$2.46M +$91.1K +229 +4%
PSP
1667
Principal Street Partners
Tennessee
$2.46M
KF
1668
KKM Financial
Illinois
$2.46M +$793K +1,995 +52%
VCM
1669
Virtue Capital Management
Tennessee
$2.46M -$800K -2,012 -26%
FCM
1670
Fogel Capital Management
Florida
$2.46M +$2M +5,027 +620%
SFG
1671
SageGuard Financial Group
Tennessee
$2.45M +$455K +1,143 +24%
TCM
1672
TABR Capital Management
California
$2.45M
PWP
1673
Pursue Wealth Partners
California
$2.44M -$171K -431 -7%
VU
1674
Vanderbilt University
Tennessee
$2.44M +$2.31M +5,800 New
TSMHT
1675
Thurston Springer Miller Herd & Titak
Indiana
$2.44M +$106K +267 +5%