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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2651
Palumbo Wealth Management
New York
$11.3M +$228K +967 +2%
CTC
2652
Cetera Trust Company
Minnesota
$11.3M -$62K -263 -0.6%
WAOTB
2653
Wealth Advisors of Tampa Bay
Florida
$11.3M +$46K +195 +0.4%
EFMC
2654
Empire Financial Management Company
New York
$11.3M +$571K +2,424 +6%
KM
2655
KP Management
Minnesota
$11.3M
SCM
2656
Shorepath Capital Management
Utah
$11.3M +$53.5K +227 +0.5%
AFG
2657
ABLE Financial Group
Arizona
$11.2M +$341K +1,446 +3%
VIS
2658
Vega Investment Solutions
France
$11.2M +$10.6M +44,797 New
PRRFG
2659
Paul R. Ried Financial Group
Washington
$11.2M +$10.5M +44,735 New
AAM
2660
Alphadyne Asset Management
New York
$11.2M +$10.5M +44,708 New
SWIM
2661
Smallwood Wealth Investment Management
New Jersey
$11.2M -$11.8K -50 -0.1%
DRD
2662
Dennis R. Delaney
$11.2M -$30.6K -130 -0.3%
MWP
2663
Meridian Wealth Partners
Pennsylvania
$11.2M +$2.08M +8,827 +25%
NCM
2664
Next Capital Management
New York
$11.2M +$230K +976 +2%
QFA
2665
Quattro Financial Advisors
Texas
$11.1M +$2.35M +9,964 +25%
SFS
2666
Stiles Financial Services
Minnesota
$11.1M -$652K -2,766 -6%
CSI
2667
Cross Staff Investments
New York
$11.1M +$1.41K +6 +0%
IPW
2668
Impact Partnership Wealth
Georgia
$11.1M +$916K +3,887 +10%
DMC
2669
Drexel Morgan & Co
Pennsylvania
$11.1M
UBG
2670
United Bank (Georgia)
Georgia
$11.1M +$140K +596 +1%
RIM
2671
Reliant Investment Management
Tennessee
$11.1M -$126K -536 -1%
OC
2672
Opinicus Capital
Florida
$11.1M -$162K -687 -2%
PPA
2673
Painted Porch Advisors
California
$11.1M -$199K -843 -2%
MSA
2674
Marino Stram & Associates
Massachusetts
$11.1M +$51.6K +219 +0.5%
RFM
2675
Royal Fund Management
Florida
$11M +$118K +500 +1%