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Name Holding Trade Value Shares
Change
Change in
Stake
PPC
2776
Pennington Partners & Co
Maryland
$208K +$212K +1,838 New
PSP
2777
Principal Street Partners
Tennessee
$208K +$212K +1,838 New
WP
2778
WealthShield Partners
North Carolina
$207K -$84.1K -728 -28%
1WA
2779
180 Wealth Advisors
Washington
$207K -$1.62K -14 -0.8%
GCA
2780
Greenwood Capital Associates
South Carolina
$207K -$10.1K -87 -5%
FCM
2781
Fourpath Capital Management
Oklahoma
$207K -$3.12K -27 -1%
SWIG
2782
Strategic Wealth Investment Group
Kentucky
$206K -$57.3K -496 -21%
FA
2783
FF Advisors
California
$206K -$1.73K -15 -0.8%
TAM
2784
Townsend Asset Management
North Carolina
$206K +$1.16K +10 +0.6%
FWP
2785
Falcon Wealth Planning
California
$205K -$8.9K -77 -4%
T
2786
Tableaux
Massachusetts
$205K +$210K +1,813 New
SLC
2787
Second Line Capital
Louisiana
$205K -$72.7K -629 -26%
W
2788
WorthPointe
California
$205K +$2.77K +24 +1%
PAG
2789
Paladin Advisory Group
Iowa
$204K – – –
IAS
2790
IMA Advisory Services
Colorado
$204K – – –
TIP
2791
Torray Investment Partners
Maryland
$204K – – –
CPSC
2792
Carl P. Sherr & Co
Massachusetts
$203K – – –
AWA
2793
Archvest Wealth Advisors
California
$203K – – –
ABTD
2794
Arvest Bank Trust Division
Oklahoma
$203K +$207K +1,795 New
SWP
2795
Summit Wealth Partners
Florida
$203K +$207K +1,794 New
TIM
2796
Thompson Investment Management
Wisconsin
$202K – – –
PWS
2797
Peterson Wealth Services
Utah
$202K +$1.97K +17 +1%
CCA
2798
Cottonwood Capital Advisors
Utah
$202K -$2.66K -23 -1%
AA
2799
Armis Advisers
Georgia
$202K +$206K +1,782 New
TSWM
2800
Tyler-Stone Wealth Management
Ohio
$201K +$2.2K +19 +1%