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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2351
Legacy Advisors
Pennsylvania
$206K +$1.47K +12 +0.7%
HC
2352
HNP Capital
New York
$205K -$36.9K -300 -15%
VRM
2353
Vectors Research Management
New York
$205K -$36.9K -300 -15%
CBOR
2354
Community Bank of Raymore
Missouri
$205K – – –
PWAC
2355
Private Wealth Advisors (California)
California
$205K +$200K +1,629 New
VBFP
2356
Valtinson Bruner Financial Planning
Minnesota
$205K +$204K +1,661 New
GFPC
2357
Global Financial Private Client
Florida
$205K – – –
EIM
2358
Essex Investment Management
Massachusetts
$204K -$639K -5,200 -75%
BWM
2359
BT Wealth Management
Georgia
$204K – – –
ISWM
2360
Independent Solutions Wealth Management
New York
$203K +$212K +1,722 New
HWM
2361
HFR Wealth Management
New York
$203K -$1.23K -10 -0.6%
MA
2362
Mosaic Advisors
Texas
$203K +$211K +1,717 New
EWP
2363
Engrave Wealth Partners
Texas
$202K -$10.9K -89 -5%
TC
2364
Trust Company
Kansas
$202K -$7.74K -63 -4%
TLFA
2365
True Link Financial Advisors
California
$202K – – –
BDWM
2366
Brewin Dolphin Wealth Management
Ireland
$202K – – –
SWM
2367
Shakespeare Wealth Management
Wisconsin
$201K – – –
PWG
2368
Private Wealth Group
Florida
$201K +$209K +1,699 New
SWA
2369
Safir Wealth Advisors
New Hampshire
$201K +$209K +1,700 New
TWP
2370
Tempus Wealth Planning
California
$201K +$209K +1,700 New
BEAM
2371
Baker Ellis Asset Management
Washington
$201K +$211K +1,716 New
BFG
2372
Baron Financial Group
New Jersey
$201K – – –
CFD
2373
Creative Financial Designs
Indiana
$200K – – –
GWS
2374
Glassman Wealth Services
Virginia
$199K +$25.4K +207 +14%
ED
2375
Exane Derivatives
France
$194K +$171K +1,392 +548%