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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2051
Apex Wealth Management
New Hampshire
$255K +$249K +1,289 New
WJA
2052
Willis Johnson & Associates
Texas
$254K -$79.3K -410 -24%
DWA
2053
Dougherty Wealth Advisers
Minnesota
$253K – – –
BC
2054
Burney Company
Virginia
$251K – – –
EA
2055
Enclave Advisors
Texas
$251K – – –
TI
2056
Truepoint Inc
Ohio
$251K +$246K +1,273 New
FI
2057
Fosun International
China
$251K +$246K +1,270 New
GWWM
2058
Great Waters Wealth Management
Minnesota
$250K +$3.1K +16 +1%
C
2059
Certuity
Florida
$250K -$173K -892 -41%
AT
2060
Avalon Trust
New Mexico
$250K +$6.77K +35 +3%
QC
2061
Quent Capital
New York
$249K +$774 +4 +0.3%
SHWM
2062
Smith & Howard Wealth Management
Georgia
$249K – – –
PPW
2063
Parcion Private Wealth
Washington
$248K – – –
IPW
2064
Impact Partnership Wealth
Georgia
$247K -$17.6K -91 -7%
Prudential Financial
2065
Prudential Financial
New Jersey
$247K -$11.1M -57,331 -98%
KCM
2066
Kanawha Capital Management
Virginia
$247K -$30.8K -159 -11%
EFMH
2067
E Fund Management (HK)
Hong Kong
$247K -$5.81K -30 -2%
UAS
2068
United Asset Strategies
New York
$246K – – –
AW
2069
Alteri Wealth
California
$246K +$241K +1,246 New
NIA
2070
NBZ Investment Advisors
Tennessee
$245K +$240K +1,242 New
SSA
2071
South Street Advisors
New York
$245K – – –
CP
2072
Covenant Partners
Tennessee
$245K – – –
ALA
2073
Atlas Legacy Advisors
California
$245K +$240K +1,239 New
FHC
2074
First Heartland Consultants
Missouri
$244K +$9.68K +50 +4%
KAS
2075
KPP Advisory Services
Kentucky
$244K -$4.64K -24 -2%