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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1651
MJP Associates
Connecticut
$740K +$48.3K +120 +9%
PHAM
1652
Palisades Hudson Asset Management
Florida
$738K
CWM
1653
Cornerstone Wealth Management
Missouri
$738K +$135K +336 +29%
1WM
1654
1900 Wealth Management
Texas
$737K
AWA
1655
Arete Wealth Advisors
Illinois
$736K -$170K -423 -22%
LFM
1656
Lumina Fund Management
New York
$733K
Simplex Trading
1657
Simplex Trading
Illinois
$732K -$33.5M -83,121 -98%
ISL
1658
Ingalls & Snyder LLC
New York
$728K -$145K -360 -19%
BFA
1659
Beaumont Financial Advisors
Massachusetts
$727K +$40.3K +100 +7%
CHP
1660
Cable Hill Partners
Oregon
$724K +$69.7K +173 +13%
EWA
1661
Etesian Wealth Advisors
Oregon
$723K
NHC
1662
Nicholas Hoffman & Company
Georgia
$723K
PIA
1663
Perennial Investment Advisors
California
$719K -$100K -249 -14%
CCS
1664
Concentric Capital Strategies
Connecticut
$719K -$694K -1,723 -54%
OP
1665
ORG Partners
Indiana
$718K +$593K +1,471 New
SPW
1666
Sonoma Private Wealth
California
$716K -$26.6K -66 -4%
PCM
1667
Prelude Capital Management
New York
$715K -$106K -264 -15%
SWS
1668
SYSTM Wealth Solutions
Illinois
$712K -$609K -1,511 -51%
1WA
1669
180 Wealth Advisors
Washington
$710K -$7.65K -19 -1%
WCA
1670
Waypoint Capital Advisors
Minnesota
$710K +$4.03K +10 +0.7%
PB
1671
Pinnacle Bancorp
Nebraska
$710K +$18.1K +45 +3%
MW
1672
Marcum Wealth
Ohio
$708K -$286K -709 -33%
JWM
1673
Jeppson Wealth Management
California
$708K -$10.1K -25 -2%
9WM
1674
9258 Wealth Management
Ohio
$707K +$50K +124 +9%
CP
1675
Covenant Partners
Tennessee
$704K +$68.9K +171 +13%