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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1251
B. Riley Wealth Management
Tennessee
$230K -$256K -2,189 -53%
BJL
1252
Brighton Jones LLC
Washington
$230K +$224K +1,909 New
CCIA
1253
Campbell & Co Investment Adviser
Maryland
$229K +$223K +1,900 New
LW
1254
Linscomb Wealth
Texas
$228K -$48.6K -415 -18%
KPW
1255
Kore Private Wealth
New York
$226K -$424K -3,620 -66%
SDWIA
1256
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K -$586 -5 -0.3%
MRWM
1257
ML&R Wealth Management
Texas
$226K +$220K +1,880 New
WG
1258
Winton Group
United Kingdom
$226K +$220K +1,881 New
SG
1259
StoneX Group
New York
$225K +$219K +1,866 New
CAG
1260
Csenge Advisory Group
Florida
$224K -$385K -3,289 -64%
DBT
1261
Dubuque Bank & Trust
Iowa
$223K +$6.21K +53 +3%
WWM
1262
Windsor Wealth Management
Indiana
$223K +$195K +1,669 New
TSWM
1263
Tyler-Stone Wealth Management
Ohio
$223K +$217K +1,855 New
ISWM
1264
Independent Solutions Wealth Management
New York
$219K +$214K +1,823 New
STA
1265
Summit Trail Advisors
New York
$219K -$52K -444 -20%
RCWM
1266
Royal Capital Wealth Management
Indiana
$218K +$212K +1,810 New
AM
1267
Atwater Malick
Pennsylvania
$217K
SSWM
1268
Sheets Smith Wealth Management
North Carolina
$217K +$211K +1,804 New
WFO
1269
Wealthgate Family Office
Colorado
$216K +$211K +1,799 New
FFS
1270
Founders Financial Securities
Maryland
$215K +$209K +1,786 New
VC
1271
Veery Capital
Delaware
$215K +$210K +1,789 New
PFM
1272
Peak Financial Management
Massachusetts
$213K -$30.8K -263 -13%
MCM
1273
Manchester Capital Management
Vermont
$213K
AA
1274
Auxano Advisors
Washington
$213K +$207K +1,768 New
TAM
1275
Townsend Asset Management
North Carolina
$213K +$207K +1,768 New