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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
2351
Twelve Points Wealth Management
Massachusetts
$286K -$28.7K -712 -9%
BWG
2352
Beta Wealth Group
California
$286K -$40.3K -1,000 -13%
RMCM
2353
Reynders McVeigh Capital Management
Massachusetts
$286K +$2.42K +60 +0.9%
RWP
2354
Revolve Wealth Partners
New Jersey
$286K -$40.9K -1,015 -13%
MAM
2355
McLean Asset Management
Virginia
$285K +$4.64K +115 +2%
SLC
2356
Second Line Capital
Louisiana
$285K +$274K +6,795 New
JSW
2357
Journey Strategic Wealth
New Jersey
$284K +$273K +6,780 New
AWM
2358
Avaii Wealth Management
Wisconsin
$283K +$4.92K +122 +2%
BG
2359
Benedetti & Gucer
Georgia
$283K -$40K -991 -13%
SWP
2360
Significant Wealth Partners
Illinois
$283K +$17.5K +433 +7%
AC
2361
AIFG Consultants
New York
$283K -$13K -322 -5%
LSA
2362
Lion Street Advisors
Texas
$282K – – –
OWMIAS
2363
One Wealth Management Investment & Advisory Services
Florida
$282K +$48.4K +1,199 +22%
WW
2364
Waterfront Wealth
Kansas
$282K – – –
PWH
2365
Priebe Wealth Holdings
Minnesota
$282K -$9.6K -238 -3%
SM
2366
Sciencast Management
New Jersey
$282K +$271K +6,710 New
MWC
2367
MBM Wealth Consultants
Missouri
$281K -$11.1K -276 -4%
AWC
2368
Adamsbrown Wealth Consultants
Kansas
$281K -$1.01K -25 -0.4%
WC
2369
Wynn Capital
Georgia
$281K -$58.3K -1,445 -18%
TA
2370
TruWealth Advisors
Louisiana
$281K -$33.2K -824 -11%
HI
2371
Hoey Investments
Pennsylvania
$281K +$62.6K +1,552 +30%
CG
2372
Clarus Group
Texas
$280K -$33.5K -830 -11%
SPA
2373
Sentinel Pension Advisors
Massachusetts
$280K +$269K +6,664 New
IP
2374
Intellectus Partners
California
$279K -$60.5K -1,500 -18%
VPP
2375
Vertex Planning Partners
Illinois
$279K +$1.9K +47 +0.7%