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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1076
Geller Advisors
New York
$277K +$289K +2,331 New
ACM
1077
Allred Capital Management
Texas
$277K +$290K +2,338 New
NFP
1078
Narus Financial Partners
Utah
$275K +$288K +2,325 New
WT
1079
Washington Trust
Rhode Island
$274K – – –
AWM
1080
AllSquare Wealth Management
New York
$273K – – –
OL
1081
Optas LLC
Texas
$272K +$285K +2,298 New
GSEP
1082
Golden State Equity Partners
California
$271K -$26.9K -217 -9%
GAMA
1083
Graticule Asia Macro Advisors
New York
$271K +$284K +2,290 New
AFM
1084
Andesa Financial Management
Pennsylvania
$270K +$283K +2,282 New
PA
1085
Procyon Advisors
Connecticut
$269K -$68.4K -552 -20%
WA
1086
Wealth Architects
California
$269K +$1.86K +15 +0.7%
AA
1087
Apriem Advisors
California
$267K +$280K +2,258 New
CAGAS
1088
Capital Advisory Group Advisory Services
Minnesota
$266K +$6.07K +49 +2%
SC
1089
Slow Capital
California
$263K -$66.6K -538 -19%
MCM
1090
Maryland Capital Management
Maryland
$263K +$6.19K +50 +2%
IFWM
1091
Institute for Wealth Management
Colorado
$261K +$273K +2,207 New
CWM
1092
Cornerstone Wealth Management
Missouri
$259K -$32.9K -266 -11%
SA
1093
Strategic Advisors
New York
$258K +$24K +194 +10%
CAG
1094
Csenge Advisory Group
Florida
$257K -$283K -2,286 -52%
BAS
1095
Brown Advisory Securities
Maryland
$256K -$8.42K -68 -3%
ABA
1096
American Beacon Advisors
Texas
$255K -$8.3K -67 -3%
FM
1097
Foster & Motley
Ohio
$254K -$47.4K -383 -15%
LW
1098
Linscomb Wealth
Texas
$254K +$9.91K +80 +4%
SMC
1099
Smith, Moore & Co
Missouri
$253K +$24.8K +200 +10%
WP
1100
WMS Partners
Maryland
$252K -$51.2K -413 -16%