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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2051
Silverlake Wealth Management
Vermont
$257K -$12.5K -134 -5%
WSCM
2052
Wellington Shields Capital Management
New York
$257K -$281 -3 -0.1%
DCM
2053
DGS Capital Management
New Jersey
$257K +$245K +2,620 New
DWM
2054
Daner Wealth Management
Georgia
$257K +$52.8K +565 +26%
C
2055
Covestor
United Kingdom
$256K +$47.1K +504 +24%
S
2056
Sunpointe
Missouri
$256K +$24.9K +266 +11%
EWA
2057
Evolution Wealth Advisors
Florida
$256K
WWM
2058
Whalen Wealth Management
Nevada
$256K +$244K +2,610 New
FFA
2059
Fragasso Financial Advisors
Pennsylvania
$256K +$247K +2,646 New
Twin Tree Management
2060
Twin Tree Management
Texas
$255K -$5.55M -59,372 -96%
WPC
2061
Waters Parkerson & Co
Louisiana
$254K +$9.35K +100 +4%
AAMC
2062
Asset Allocation & Management Company
Illinois
$253K
RPWA
2063
Regent Peak Wealth Advisors
Georgia
$252K +$241K +2,577 New
EFMH
2064
E Fund Management (HK)
Hong Kong
$251K +$240K +2,565 New
CFAM
2065
Center For Asset Management
Florida
$251K -$94.8K -1,014 -28%
VBFG
2066
Vishria Bird Financial Group
Tennessee
$250K +$13.5K +144 +6%
LA
2067
LexAurum Advisors
Kansas
$250K +$239K +2,556 New
CWA
2068
Consilio Wealth Advisors
Washington
$250K +$10.7K +114 +5%
WSWA
2069
Warren Street Wealth Advisors
California
$250K +$11.4K +122 +5%
MCCA
2070
Mill Creek Capital Advisors
Pennsylvania
$250K +$239K +2,554 New
MWA
2071
Meridian Wealth Advisors
Texas
$250K +$32.3K +345 +16%
SP
2072
SIH Partners
Delaware
$249K +$238K +2,541 New
FP
2073
Financial Perspectives
Minnesota
$249K +$237K +2,539 New
EP
2074
Essential Partners
California
$248K +$8.7K +93 +4%
BWM
2075
Blossom Wealth Management
California
$248K