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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2376
BluePath Capital Management
Georgia
$500K -$63K -183 -11%
LWA
2377
Legacy Wealth Advisors
Florida
$499K +$82.6K +240 +19%
RFA
2378
Register Financial Advisors
Georgia
$499K +$34.1K +99 +7%
WA
2379
Whipplewood Advisors
Colorado
$498K +$420K +1,221 +485%
BHIA
2380
Birch Hill Investment Advisors
Massachusetts
$496K +$86.7K +252 +21%
WP
2381
WealthPLAN Partners
Nebraska
$496K -$20K -58 -4%
TFP
2382
Tilia Fiduciary Partners
North Carolina
$495K -$3.44K -10 -0.7%
PFA
2383
Perryman Financial Advisory
Texas
$494K +$84K +244 +20%
ECM
2384
ExodusPoint Capital Management
New York
$493K -$10.3M -30,037 -95%
BOM
2385
Bank of Marin
California
$493K -$490K -1,423 -49%
PWP
2386
Pursue Wealth Partners
California
$492K -$157K -455 -24%
HCMG
2387
Howard Capital Management Group
California
$492K +$172K +500 +52%
MSS
2388
Mitchell Sinkler & Starr
Pennsylvania
$490K -$10.7K -31 -2%
EA
2389
Enclave Advisors
Texas
$489K -$4.13K -12 -0.8%
HIM
2390
Hanlon Investment Management
New Jersey
$488K -$3.1K -9 -0.6%
CIM
2391
Catalyst Investment Management
New Hampshire
$488K -$130K -378 -22%
WA
2392
Westfuller Advisors
New York
$488K -$344 -1 -0.1%
FFG
2393
Forum Finance Group
$486K +$607K +1,765 New
GLA
2394
Great Lakes Advisors
Illinois
$486K +$17.2K +50 +4%
CCA
2395
Childress Capital Advisors
Texas
$486K -$407K -1,183 -45%
NSAM
2396
North Star Asset Management
Wisconsin
$486K
PFWA
2397
Paces Ferry Wealth Advisors
Georgia
$486K +$4.82K +14 +1%
AWA
2398
Aletheian Wealth Advisors
Washington
$486K +$495K +1,437 New
AWS
2399
Arkfeld Wealth Strategies
Nebraska
$485K -$6.54K -19 -1%
TTWM
2400
TCV Trust & Wealth Management
Virginia
$484K +$31K +90 +7%