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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1276
Regent Peak Wealth Advisors
Georgia
$240K +$236K +1,442 New
NCM
1277
Noesis Capital Mangement
Florida
$240K
OWA
1278
Opal Wealth Advisors
New York
$238K -$20.6K -126 -8%
SIC
1279
Sterling Investment Counsel
New York
$238K -$31.1K -190 -12%
AWE
1280
Avidian Wealth Enterprises
Texas
$237K -$8.03K -49 -3%
C
1281
CEDRUS
Colorado
$236K -$4.42K -27 -2%
MRCM
1282
M&R Capital Management
New Jersey
$235K
IIA
1283
Integral Investment Advisors
California
$234K -$4.42K -27 -2%
BWM
1284
Baron Wealth Management
Michigan
$232K +$229K +1,395 New
CWS
1285
Confluence Wealth Services
Pennsylvania
$232K +$228K +1,393 New
PJSIMP
1286
P.J. Schmidt Investment Management (PJS)
Wisconsin
$232K -$5.57K -34 -2%
TCA
1287
Transcend Capital Advisors
New Jersey
$231K -$116K -707 -34%
CFO
1288
CVA Family Office
Colorado
$230K +$73.6K +449 +48%
SSA
1289
South Street Advisors
New York
$230K
BG
1290
Bellevue Group
Switzerland
$229K +$225K +1,373 New
GCP
1291
GSA Capital Partners
United Kingdom
$228K +$224K +1,367 New
Wealth Enhancement Advisory Services
1292
Wealth Enhancement Advisory Services
Minnesota
$226K +$223K +1,360 New
JSW
1293
Journey Strategic Wealth
New Jersey
$226K -$5.74K -35 -3%
IAIM
1294
International Assets Investment Management
Florida
$226K -$74.9K -457 -25%
FIM
1295
Fernwood Investment Management
Massachusetts
$225K +$222K +1,352 New
LCWP
1296
Legacy Capital Wealth Partners
Arkansas
$225K +$221K +1,350 New
MSAM
1297
Moloney Securities Asset Management
Missouri
$224K +$221K +1,346 New
EWP
1298
Elevation Wealth Partners
California
$223K +$219K +1,338 New
WIC
1299
Woodmont Investment Counsel
Tennessee
$220K +$217K +1,323 New
TA
1300
TrueWealth Advisors
Alabama
$220K +$217K +1,321 New