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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1076
Allred Capital Management
Texas
$277K +$290K +2,338 New
NFP
1077
Narus Financial Partners
Utah
$275K +$288K +2,325 New
WT
1078
Washington Trust
Rhode Island
$274K
AWM
1079
AllSquare Wealth Management
New York
$273K
OL
1080
Optas LLC
Texas
$272K +$285K +2,298 New
GSEP
1081
Golden State Equity Partners
California
$271K -$26.9K -217 -9%
GAMA
1082
Graticule Asia Macro Advisors
New York
$271K +$284K +2,290 New
AFM
1083
Andesa Financial Management
Pennsylvania
$270K +$283K +2,282 New
PA
1084
Procyon Advisors
Connecticut
$269K -$68.4K -552 -20%
WA
1085
Wealth Architects
California
$269K +$1.86K +15 +0.7%
AA
1086
Apriem Advisors
California
$267K +$280K +2,258 New
CAGAS
1087
Capital Advisory Group Advisory Services
Minnesota
$266K +$6.07K +49 +2%
SC
1088
Slow Capital
California
$263K -$66.6K -538 -19%
MCM
1089
Maryland Capital Management
Maryland
$263K +$6.19K +50 +2%
IFWM
1090
Institute for Wealth Management
Colorado
$261K +$273K +2,207 New
CWM
1091
Cornerstone Wealth Management
Missouri
$259K -$32.9K -266 -11%
SA
1092
Strategic Advisors
New York
$258K +$24K +194 +10%
CAG
1093
Csenge Advisory Group
Florida
$257K -$283K -2,286 -52%
BAS
1094
Brown Advisory Securities
Maryland
$256K -$8.42K -68 -3%
ABA
1095
American Beacon Advisors
Texas
$255K -$8.3K -67 -3%
FM
1096
Foster & Motley
Ohio
$254K -$47.4K -383 -15%
LW
1097
Linscomb Wealth
Texas
$254K +$9.91K +80 +4%
SMC
1098
Smith, Moore & Co
Missouri
$253K +$24.8K +200 +10%
WP
1099
WMS Partners
Maryland
$252K -$51.2K -413 -16%
AWA
1100
Aaron Wealth Advisors
Illinois
$252K +$265K +2,136 New