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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
2301
Crescent Grove Advisors
Illinois
$460K -$20.2K -69 -4%
BWL
2302
Bogart Wealth LLC
Virginia
$459K -$42K -143 -9%
LCWM
2303
Legacy Capital Wealth Management
Texas
$458K +$442K +1,508 New
PA
2304
Probity Advisors
Texas
$458K -$14.4K -49 -3%
JGGDR
2305
JGP Global Gestao de Recursos
Brazil
$457K -$29.3K -100 -6%
OPW
2306
Osprey Private Wealth
New York
$456K
CPW
2307
Catalyst Private Wealth
California
$456K +$27K +92 +7%
EWP
2308
E-Wealth Partners
Minnesota
$456K +$440K +1,499 New
PCTC
2309
Perkins Coie Trust Company
Washington
$454K
SB
2310
Simmons Bank
Arkansas
$453K
HWP
2311
Highline Wealth Partners
California
$452K +$108K +367 +33%
CWP
2312
Curated Wealth Partners
California
$452K +$436K +1,487 New
SFG
2313
Sunburst Financial Group
Alabama
$451K
MSS
2314
Mitchell Sinkler & Starr
Pennsylvania
$450K +$8.22K +28 +2%
SAW
2315
Signal Advisors Wealth
Michigan
$450K +$83.3K +284 +24%
AAM
2316
Austin Asset Management
Texas
$450K
TFP
2317
Tilia Fiduciary Partners
North Carolina
$448K -$14.4K -49 -3%
TWA
2318
TCI Wealth Advisors
Arizona
$447K +$10.9K +37 +3%
BMWS
2319
Brady Martz Wealth Solutions
North Dakota
$446K +$430K +1,466 New
EA
2320
Enclave Advisors
Texas
$443K
HIM
2321
Hanlon Investment Management
New Jersey
$442K +$33.5K +114 +9%
CCWM
2322
Cassaday & Co Wealth Management
Virginia
$441K +$88.9K +303 +26%
W
2323
Wealthquest
Ohio
$441K +$425K +1,450 New
AP
2324
Advisors Preferred
Maryland
$440K -$1.61M -5,495 -80%
WA
2325
Westfuller Advisors
New York
$439K -$32.6K -111 -7%