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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1151
HHM Wealth Advisors
Tennessee
$2.06K
HWP
1152
Highline Wealth Partners
California
$2.06K -$259 -2 -11%
CWM
1153
Copia Wealth Management
Oregon
$1.94K
B
1154
Birchbrook
Maine
$1.82K
OCM
1155
Orion Capital Management
California
$1.82K -$25.9K -200 -93%
TIM
1156
Tortoise Investment Management
New York
$1.82K -$259 -2 -12%
BBPWM
1157
Blue Bell Private Wealth Management
Pennsylvania
$1.82K +$647 +5 +50%
PCTC
1158
Perkins Coie Trust Company
Washington
$1.82K +$1.94K +15 New
TCB
1159
Texas Capital Bancshares
Texas
$1.82K +$1.94K +15 New
GWS
1160
Greykasell Wealth Strategies
California
$1.7K +$1.81K +14 New
SA
1161
Strategic Advocates
Utah
$1.7K +$1.81K +14 New
WW
1162
Winnow Wealth
Texas
$1.46K +$1.55K +12 New
BHWM
1163
Bay Harbor Wealth Management
Maryland
$1.46K +$517 +4 +50%
HFS
1164
Hughes Financial Services
Virginia
$1.44K
DPW
1165
DiNuzzo Private Wealth
Pennsylvania
$1.44K -$129 -1 -8%
MCI
1166
MRP Capital Investments
Georgia
$1.32K +$1.29K +10 New
EPW
1167
Evergreen Private Wealth
Colorado
$1.21K
FFL
1168
Financial Freedom LLC
Ohio
$1.21K
IWP
1169
IAG Wealth Partners
Wisconsin
$1.21K
SVCP
1170
Silicon Valley Capital Partners
California
$1.21K
WA
1171
WPG Advisers
Maryland
$1.09K -$388 -3 -25%
LCM
1172
Logan Capital Management
Pennsylvania
$1.09K
WA
1173
WestEnd Advisors
North Carolina
$1.09K
CIAM
1174
Caitong International Asset Management
Hong Kong
$1.09K +$1.16K +9 New
SIC
1175
Salem Investment Counselors
North Carolina
$972