Name Holding Trade Value Shares
Change
Change in
Stake
PA
1376
PFW Advisors
Georgia
$290K -$8.13K -117 -3%
TBC
1377
Ted Buchan & Co
California
$286K +$274K +3,939 New
AWA
1378
Amplius Wealth Advisors
Pennsylvania
$285K +$6.88K +99 +3%
NC
1379
nVerses Capital
Florida
$283K +$222K +3,200 +457%
WC
1380
Wexford Capital
Florida
$283K +$271K +3,900 New
PWM
1381
Power Wealth Management
Georgia
$283K -$231K -3,322 -46%
SAM
1382
Seelaus Asset Management
New Jersey
$280K +$267K +3,847 New
I
1383
INVST
Indiana
$278K +$85.3K +1,227 +46%
LCWP
1384
Legacy Capital Wealth Partners
Arkansas
$278K +$265K +3,818 New
IFAM
1385
Institutional & Family Asset Management
Colorado
$277K +$18.2K +262 +7%
KIC
1386
Kensington Investment Counsel
California
$275K +$263K +3,782 New
OFW
1387
Omnia Family Wealth
Florida
$274K +$262K +3,774 New
LI
1388
LMCG Investments
Massachusetts
$274K -$973 -14 -0.4%
RZH
1389
Relyea Zuckerberg Hanson
Connecticut
$273K -$4.52K -65 -2%
CCM
1390
Check Capital Management
California
$273K -$52.1K -750 -17%
KMWM
1391
Keudell/Morrison Wealth Management
Oregon
$272K +$260K +3,744 New
VCM
1392
Viewpoint Capital Management
Washington
$271K – – –
WF
1393
Welch & Forbes
Massachusetts
$271K – – –
BTWM
1394
Baker Tilly Wealth Management
Wisconsin
$270K -$44K -633 -15%
RFN
1395
RDA Financial Network
Iowa
$269K – – –
CFG
1396
Carr Financial Group
Massachusetts
$267K +$256K +3,680 New
KCM
1397
Kennicott Capital Management
California
$267K – – –
CHJWM
1398
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K +$20.9K +300 +8%
CM
1399
Capula Management
Cayman Islands
$266K +$254K +3,655 New
VF
1400
Vest Financial
Virginia
$265K -$10.8K -155 -4%