Name Holding Trade Value Shares
Change
Change in
Stake
AWS
2126
AJ Wealth Strategies
New York
$352K -$48.1K -276 -14%
EPWM
2127
Essex Private Wealth Management
Massachusetts
$352K +$1.57K +9 +0.5%
GA
2128
Goldstein Advisors
Wisconsin
$352K -$18.8K -108 -6%
BHIA
2129
Birch Hill Investment Advisors
Massachusetts
$352K +$296K +1,695 New
PWM
2130
Provident Wealth Management
Tennessee
$352K +$296K +1,695 New
EA
2131
Evergreen Advisors
Tennessee
$350K – – –
BMC
2132
Benin Management Corp
Connecticut
$350K – – –
TA
2133
TKG Advisors
Indiana
$350K +$294K +1,685 New
GBWM
2134
Granite Bay Wealth Management
New Hampshire
$349K -$11.7K -67 -4%
WCFA
2135
Walkner Condon Financial Advisors
Wisconsin
$349K -$120K -688 -29%
SCA
2136
Stillwater Capital Advisors
Pennsylvania
$349K +$293K +1,680 New
GM
2137
Granger Management
New York
$348K +$292K +1,676 New
SCP
2138
Shorepoint Capital Partners
Massachusetts
$347K -$59.3K -340 -17%
OMIC
2139
Old Mission Investment Co
Michigan
$347K +$292K +1,673 New
AWS
2140
Arkfeld Wealth Strategies
Nebraska
$347K -$11.9K -68 -4%
FFA
2141
Fragasso Financial Advisors
Pennsylvania
$346K – – –
TLA
2142
Tanglewood Legacy Advisors
Texas
$346K +$78.2K +448 +37%
LFG
2143
Lazard Frères Gestion
France
$346K – – –
LFA
2144
LGT Financial Advisors
Texas
$346K -$188K -1,079 -39%
MLL
2145
Moody Lynn & Lieberson
Massachusetts
$346K +$291K +1,667 New
SAM
2146
Simplify Asset Management
Nevada
$345K +$113K +645 +63%
EA
2147
Echo45 Advisors
California
$345K +$290K +1,661 New
OAM
2148
Oak Asset Management
California
$343K -$2.62K -15 -0.9%
AWM
2149
Absher Wealth Management
North Carolina
$342K -$153K -876 -35%
BWA
2150
Beam Wealth Advisors
Louisiana
$341K +$174 +1 +0.1%