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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2101
Palisade Capital Management
New Jersey
$321K +$263K +1,418 New
SFS
2102
Stiles Financial Services
Minnesota
$321K +$262K +1,415 New
AWM
2103
Accurate Wealth Management
Florida
$320K +$258K +1,392 New
EA
2104
Everpar Advisors
Oklahoma
$320K -$3.89K -21 -1%
SAW
2105
Signal Advisors Wealth
Michigan
$318K +$260K +1,406 New
BF
2106
Brooklyn FI
New York
$318K +$260K +1,402 New
NRS
2107
Neville Rodie & Shaw
New York
$316K
AIM
2108
Alhambra Investment Management
Florida
$316K
EWM
2109
Elmwood Wealth Management
California
$316K -$2.41K -13 -0.9%
IP
2110
Isthmus Partners
Wisconsin
$315K
FAG
2111
Fortitude Advisory Group
Washington
$311K +$254K +1,372 New
LGW
2112
Leslie Global Wealth
Illinois
$310K -$6.3K -34 -2%
AT
2113
Arlington Trust
Alabama
$310K +$185 +1 +0.1%
BAAM
2114
Baker Avenue Asset Management
California
$310K -$32.2K -174 -11%
CPW
2115
Catalyst Private Wealth
California
$310K +$6.11K +33 +2%
RA
2116
Rational Advisors
New York
$310K +$253K +1,368 New
KFSC
2117
Keystone Financial Services (Colorado)
Colorado
$309K -$556 -3 -0.2%
TCBWMS
2118
Texas Capital Bank Wealth Management Services
Texas
$308K +$252K +1,361 New
WCP
2119
Wick Capital Partners
Pennsylvania
$308K +$455K +2,458 New
GWA
2120
Gutierrez Wealth Advisory
Arkansas
$308K -$58.4K -315 -19%
GCC
2121
Guardian Capital (Canada)
Ontario, Canada
$307K -$325K -1,755 -56%
MEAC
2122
M.E. Allison & Co
Texas
$307K
W
2123
Wealthquest
Ohio
$306K +$16.5K +89 +7%
SWM
2124
SilverOak Wealth Management
Minnesota
$306K +$250K +1,352 New
TWA
2125
TCI Wealth Advisors
Arizona
$306K -$21.1K -114 -8%