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Name Holding Trade Value Shares
Change
Change in
Stake
CA
3226
Calton & Associates
Florida
$238K +$230K +1,003 New
PA
3227
Prism Advisors
California
$238K +$11K +48 +5%
TCB
3228
Texas Capital Bancshares
Texas
$238K -$18.1K -79 -7%
W
3229
WealthOne
New York
$238K +$458 +2 +0.2%
AI
3230
ArchPoint Investors
Florida
$237K
BWM
3231
BigSur Wealth Management
Florida
$237K
MIM
3232
Merrion Investment Management
New Jersey
$237K
SFG
3233
Sterling Financial Group
California
$236K +$915 +4 +0.4%
VW
3234
Vance Wealth
California
$236K +$22.4K +98 +11%
JF
3235
Joule Financial
Kentucky
$236K -$8.93K -39 -4%
AIMC
3236
Alley Investment Management Company
Illinois
$236K -$6.87K -30 -3%
VCAM
3237
Van Cleef Asset Management
Ohio
$235K +$227K +990 New
FFG
3238
Fortem Financial Group
California
$234K +$226K +986 New
MAA
3239
Matrix Asset Advisors
New York
$233K -$4.35K -19 -2%
TCMP
3240
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K +$225K +981 New
RWG
3241
Ratio Wealth Group
Colorado
$233K +$225K +981 New
PWM
3242
Prosperity Wealth Management
California
$233K -$146K -639 -39%
EWM
3243
Edge Wealth Management
New York
$233K
CMI
3244
Clare Market Investments
Texas
$233K -$93.2K -407 -29%
HIG
3245
Heritage Investment Group
Florida
$232K
JWA
3246
JFS Wealth Advisors
Pennsylvania
$231K
Jacobs Levy Equity Management
3247
Jacobs Levy Equity Management
New Jersey
$231K +$223K +973 New
ONST
3248
Old North State Trust
North Carolina
$231K
MAWA
3249
Moss Adams Wealth Advisors
Washington
$231K -$47.4K -207 -18%
LA
3250
Lifeworks Advisors
Michigan
$231K -$2.52K -11 -1%