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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2876
WealthTrust Axiom
Pennsylvania
$369K -$12.6K -31 -4%
CAM
2877
Costello Asset Management
Pennsylvania
$369K +$141K +347 +82%
FC
2878
Fairscale Capital
New Hampshire
$367K – – –
KFP
2879
Kerr Financial Planning
California
$367K +$406 +1 +0.1%
TWA
2880
Trace Wealth Advisors
California
$367K -$4.46K -11 -1%
MCM
2881
Morton Capital Management
California
$366K +$3.25K +8 +1%
RIM
2882
Rockbridge Investment Management
New York
$366K -$2.44K -6 -0.8%
TWM
2883
TriaGen Wealth Management
California
$366K -$15.8K -39 -5%
SIS
2884
Strategic Investment Solutions
Illinois
$366K +$209K +515 +205%
IF
2885
IRON Financial
Illinois
$365K +$15K +37 +5%
AWM
2886
Absher Wealth Management
North Carolina
$364K -$94.5K -233 -23%
LSWP
2887
Liberty Square Wealth Partners
Pennsylvania
$364K – – –
EC
2888
EdgeRock Capital
Colorado
$363K +$309K +761 New
SAM
2889
Strategy Asset Managers
California
$363K -$56K -138 -15%
TFA
2890
Tobias Financial Advisors
Florida
$363K – – –
VCM
2891
Verde Capital Management
Michigan
$362K +$13.8K +34 +5%
CAM
2892
CPA Asset Management
Florida
$362K – – –
SWM
2893
Steinberganna Wealth Management
New York
$362K +$23.1K +57 +8%
CW
2894
Cedarwood Wealth
Colorado
$362K -$406 -1 -0.1%
GWA
2895
Gutierrez Wealth Advisory
Arkansas
$362K -$21.5K -53 -7%
WTB
2896
Washington Trust Bank
Washington
$362K +$63.3K +156 +26%
BA
2897
Ballew Advisors
Mississippi
$360K +$10.6K +26 +3%
ACM
2898
Argyle Capital Management
Pennsylvania
$360K – – –
GLLW
2899
Graves Light Lenhart Wealth
Virginia
$359K +$10.1K +25 +3%
KCFA
2900
Key Client Fiduciary Advisors
New Jersey
$359K +$4.06K +10 +1%