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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2526
Marietta Wealth Management
Georgia
$261K -$247K -4,465 -48%
JHP
2527
James Hambro & Partners
United Kingdom
$261K
BWM
2528
Biltmore Wealth Management
Arizona
$261K +$268K +4,838 New
TA
2529
TrueWealth Advisors
Alabama
$260K +$22.5K +407 +9%
GAM
2530
Garrison Asset Management
Arkansas
$258K -$5.81K -105 -2%
MAG
2531
Mayfair Advisory Group
Alabama
$258K +$221 +4 +0.1%
SFP
2532
Sterling Financial Planning
New Jersey
$258K +$9.9K +179 +4%
VCG
2533
Vantage Consulting Group
Virginia
$258K +$17.1K +310 +7%
AWM
2534
Atticus Wealth Management
Florida
$257K -$553 -10 -0.2%
DI
2535
Diligent Investors
California
$257K
WAM
2536
Wakefield Asset Management
Colorado
$256K +$262K +4,744 New
MAS
2537
Managed Account Services
Florida
$255K -$830 -15 -0.3%
LIM
2538
Lathrop Investment Management
Arkansas
$253K -$12.2K -220 -4%
TI
2539
Truepoint Inc
Ohio
$252K +$258K +4,662 New
OPWM
2540
Oxinas Partners Wealth Management
Indiana
$251K -$205K -3,703 -44%
1W
2541
1776 Wealth
Georgia
$251K +$6.42K +116 +3%
SSG
2542
Summit Securities Group
New York
$250K -$1.39M -25,043 -84%
PP
2543
Pegasus Partners
Wisconsin
$250K -$39.8K -720 -13%
WAM
2544
WealthTrust Asset Management
Florida
$249K +$3.1K +56 +1%
HWA
2545
HHM Wealth Advisors
Tennessee
$248K -$21.6K -390 -8%
TIM
2546
Total Investment Management
Arizona
$247K +$719 +13 +0.3%
PP
2547
PrairieView Partners
Minnesota
$247K +$18.8K +339 +8%
MTCM
2548
Mint Tower Capital Management
Netherlands
$247K +$253K +4,569 New
CWM
2549
Campbell Wealth Management
Virginia
$247K +$253K +4,582 New
NFSG
2550
Newbridge Financial Services Group
Florida
$246K -$43K -777 -15%