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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2101
Schulz Wealth
Texas
$322K -$40.8K -220 -13%
PCM
2102
Palisade Capital Management
New Jersey
$321K +$263K +1,418 New
SFS
2103
Stiles Financial Services
Minnesota
$321K +$262K +1,415 New
AWM
2104
Accurate Wealth Management
Florida
$320K +$258K +1,392 New
EA
2105
Everpar Advisors
Oklahoma
$320K -$3.89K -21 -1%
SAW
2106
Signal Advisors Wealth
Michigan
$318K +$260K +1,406 New
BF
2107
Brooklyn FI
New York
$318K +$260K +1,402 New
NRS
2108
Neville Rodie & Shaw
New York
$316K – – –
AIM
2109
Alhambra Investment Management
Florida
$316K – – –
EWM
2110
Elmwood Wealth Management
California
$316K -$2.41K -13 -0.9%
IP
2111
Isthmus Partners
Wisconsin
$315K – – –
FAG
2112
Fortitude Advisory Group
Washington
$311K +$254K +1,372 New
LGW
2113
Leslie Global Wealth
Illinois
$310K -$6.3K -34 -2%
AT
2114
Arlington Trust
Alabama
$310K +$185 +1 +0.1%
BAAM
2115
Baker Avenue Asset Management
California
$310K -$32.2K -174 -11%
CPW
2116
Catalyst Private Wealth
California
$310K +$6.11K +33 +2%
RA
2117
Rational Advisors
New York
$310K +$253K +1,368 New
KFSC
2118
Keystone Financial Services (Colorado)
Colorado
$309K -$556 -3 -0.2%
TCBWMS
2119
Texas Capital Bank Wealth Management Services
Texas
$308K +$252K +1,361 New
WCP
2120
Wick Capital Partners
Pennsylvania
$308K +$455K +2,458 New
GWA
2121
Gutierrez Wealth Advisory
Arkansas
$308K -$58.4K -315 -19%
GCC
2122
Guardian Capital (Canada)
Ontario, Canada
$307K -$325K -1,755 -56%
MEAC
2123
M.E. Allison & Co
Texas
$307K – – –
W
2124
Wealthquest
Ohio
$306K +$16.5K +89 +7%
SWM
2125
SilverOak Wealth Management
Minnesota
$306K +$250K +1,352 New