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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2226
CJM Wealth Advisers
Virginia
$308K +$259K +1,484 New
NRC
2227
New Republic Capital
North Carolina
$308K +$259K +1,483 New
MWA
2228
Motive Wealth Advisors
Michigan
$308K +$259K +1,483 New
GTAM
2229
Global Trust Asset Management
Florida
$308K +$79K +453 +44%
RFWA
2230
RPg Family Wealth Advisory
Massachusetts
$307K +$258K +1,481 New
OPWM
2231
Oakwell Private Wealth Management
Texas
$307K +$258K +1,479 New
TF
2232
Tompkins Financial
New York
$307K +$5.58K +32 +2%
TNA
2233
True North Advisors
Texas
$306K +$258K +1,477 New
MFG
2234
Monte Financial Group
Connecticut
$306K -$99.4K -570 -28%
AWA
2235
Amplius Wealth Advisors
Pennsylvania
$306K +$257K +1,474 New
2L
2236
25 LLC
Missouri
$306K +$310K +1,779 New
IFA
2237
Index Fund Advisors
California
$305K +$257K +1,472 New
RBCM
2238
Raub Brock Capital Management
California
$305K +$256K +1,470 New
SA
2239
Syntax Advisors
New York
$305K +$256K +1,469 New
VCG
2240
Vantage Consulting Group
Virginia
$305K +$256K +1,469 New
AF
2241
Aldebaran Financial
$304K -$163K -932 -39%
GFPC
2242
Global Financial Private Client
Florida
$303K +$15.2K +87 +6%
CWMGP
2243
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$303K +$255K +1,461 New
CNBT
2244
Canandaigua National Bank & Trust
New York
$303K +$255K +1,461 New
RTC
2245
Riverview Trust Company
Washington
$303K +$102K +585 +67%
FWIA
2246
Fort Washington Investment Advisors
Ohio
$302K -$74.3K -426 -23%
ODIJL
2247
One Day In July LLC
Vermont
$302K +$254K +1,457 New
LWM
2248
LJI Wealth Management
Indiana
$301K +$253K +1,452 New
WPP
2249
Whalerock Point Partners
Rhode Island
$301K +$253K +1,452 New
ICM
2250
Ionic Capital Management
New York
$301K +$253K +1,451 New