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Name Holding Trade Value Shares
Change
Change in
Stake
BWS
3876
Broadway Wealth Solutions
Texas
$361K -$65.8K -193 -16%
IAG
3877
Investment Advisory Group
Massachusetts
$361K +$681 +2 +0.2%
MWC
3878
MBM Wealth Consultants
Missouri
$360K -$58.9K -173 -14%
PWMA
3879
Pension & Wealth Management Advisors
Massachusetts
$360K +$66.1K +194 +23%
GIPW
3880
Granite Islands Private Wealth
Connecticut
$359K +$349K +1,025 New
BPWM
3881
BCS Private Wealth Management
New Jersey
$359K
BI
3882
Beckerman Institutional
New Jersey
$359K
PCMH
3883
Polymer Capital Management (HK)
Hong Kong
$359K -$854K -2,508 -71%
BMA
3884
Brooks Moore & Associates
Tennessee
$359K
AA
3885
Advisory Advocates
Michigan
$358K +$348K +1,020 New
PVAMC
3886
PPS&V Asset Management Consultants
Michigan
$358K -$118K -347 -25%
SP
3887
Sequent Planning
Nebraska
$358K -$704K -2,067 -67%
CFIM
3888
Client First Investment Management
Wisconsin
$356K
TAWM
3889
Three Arch Wealth Management
California
$356K +$345K +1,014 New
AC
3890
AWM Capital
Arizona
$355K +$13.6K +40 +4%
HEM
3891
Henson-Edgewater Management
Ohio
$355K +$345K +1,012 New
AFAS
3892
Acorn Financial Advisory Services
Virginia
$354K -$21.5K -63 -6%
LCA
3893
Legend Capital Advisors
New York
$354K +$344K +1,010 New
MSA
3894
McAlister Sweet & Associates
Texas
$354K -$34.1K -100 -9%
FWM
3895
Forza Wealth Management
Florida
$354K
WCG
3896
Weaver Consulting Group
California
$352K -$3.75K -11 -1%
CPC
3897
Cadia Private Client
New Jersey
$352K +$342K +1,004 New
AWA
3898
Alaska Wealth Advisors
Alaska
$352K +$3.07K +9 +0.9%
NCMW
3899
Northern Capital Management (Washington)
Washington
$352K +$342K +1,003 New
VPF
3900
Vantage Point Financial
Illinois
$352K +$52.5K +154 +18%