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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2376
Stronghold Wealth Management
Florida
$408K +$394K +1,342 New
CCS
2377
Concentric Capital Strategies
Connecticut
$405K +$391K +1,332 New
DWM
2378
Defined Wealth Management
Oregon
$403K +$55.7K +190 +17%
APW
2379
Austin Private Wealth
Texas
$403K +$148K +503 +61%
DTC
2380
Davidson Trust Company
Washington
$402K +$388K +1,322 New
SFC
2381
SYM Financial Corp
Indiana
$401K +$2.64K +9 +0.7%
CI
2382
Corient IA
Florida
$401K -$202K -690 -34%
MCWA
2383
Meadow Creek Wealth Advisors
Georgia
$401K +$37.9K +129 +11%
MFC
2384
Morris Financial Concepts
South Carolina
$401K
SCA
2385
Sulzberger Capital Advisors
Florida
$399K +$385K +1,313 New
MCM
2386
Mainstay Capital Management
Michigan
$398K +$39.9K +136 +12%
CWP
2387
CFM Wealth Partners
Texas
$397K
OC
2388
Oarsman Capital
Wisconsin
$396K +$7.92K +27 +2%
QFW
2389
QTR Family Wealth
Florida
$395K +$16.1K +55 +5%
RWMG
2390
Redwood Wealth Management Group
New Jersey
$392K +$7.04K +24 +2%
TCWM
2391
Total Clarity Wealth Management
Illinois
$391K +$27K +92 +8%
HAIM
2392
Hunter Associates Investment Management
Pennsylvania
$391K +$18.5K +63 +5%
BFA
2393
Beaumont Financial Advisors
Massachusetts
$391K -$7.92K -27 -2%
PMG
2394
ProVise Management Group
Florida
$390K -$1.47K -5 -0.4%
HPM
2395
Hoxton Planning & Management
West Virginia
$390K +$48.7K +166 +15%
DWA
2396
Dougherty Wealth Advisers
Minnesota
$390K
FCM
2397
Fourpath Capital Management
Oklahoma
$390K +$14.1K +48 +4%
JWBC
2398
J.W. Burns & Co
New York
$389K +$8.8K +30 +2%
NFG
2399
Northbridge Financial Group
Florida
$389K +$376K +1,280 New
RCM
2400
Requisite Capital Management
Texas
$388K +$374K +1,275 New