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Name Holding Trade Value Shares
Change
Change in
Stake
PBC
1626
Pavion Blue Capital
California
$516K
MSFS
1627
Main Street Financial Solutions
Pennsylvania
$515K +$24.8K +53 +5%
JF
1628
JSF Financial
California
$515K +$283K +605 +126%
BFPW
1629
BOK Financial Private Wealth
Colorado
$514K +$29.4K +63 +6%
TW
1630
TrinityPoint Wealth
Connecticut
$509K -$46.7K -100 -9%
WCM
1631
Washburn Capital Management
Florida
$509K +$32.7K +70 +7%
AWA
1632
Arkadios Wealth Advisors
Georgia
$507K +$164K +351 +49%
OL
1633
Optas LLC
Texas
$505K +$7.01K +15 +1%
TNBTD
1634
Trustmark National Bank Trust Department
Mississippi
$503K -$98.2K -210 -17%
RG
1635
Rikoon Group
New Mexico
$503K +$28K +60 +6%
VCG
1636
Vantage Consulting Group
Virginia
$502K +$187K +401 +61%
KWMG
1637
King Wealth Management Group
Florida
$502K +$493K +1,055 New
PG
1638
Prostatis Group
Maryland
$501K +$86.9K +186 +21%
GIM
1639
Groesbeck Investment Management
New Jersey
$499K
WAOI
1640
Wealth Advisors of Iowa
Iowa
$498K
AIC
1641
Archer Investment Corporation
Indiana
$497K -$43.5K -93 -8%
YIA
1642
YHB Investment Advisors
Connecticut
$496K -$9.35K -20 -2%
NC
1643
NovaPoint Capital
Georgia
$495K +$2.81K +6 +0.6%
EWM
1644
EPG Wealth Management
Georgia
$493K +$39.3K +84 +9%
JIR
1645
James Investment Research
Ohio
$488K -$11.2M -24,061 -96%
RWI
1646
Red Wave Investments
Pennsylvania
$488K +$7.95K +17 +2%
WCM
1647
Wedge Capital Management
North Carolina
$486K +$6.54K +14 +1%
CHP
1648
Cable Hill Partners
Oregon
$486K +$101K +216 +27%
FTA
1649
Financial & Tax Architects
Missouri
$484K +$476K +1,019 New
CA
1650
Claro Advisors
Massachusetts
$484K +$22K +47 +5%