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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
1701
Israel Discount Bank of New York
New York
$576K +$26.9K +56 +5%
NHC
1702
Nicholas Hoffman & Company
Georgia
$575K -$292K -607 -32%
BZWA
1703
Blue Zone Wealth Advisors
California
$574K +$116K +242 +24%
SBF
1704
Sara-Bay Financial
Florida
$572K
MFA
1705
Mayflower Financial Advisors
Massachusetts
$571K -$34.6K -72 -5%
APC
1706
Aspire Private Capital
North Carolina
$570K +$109K +226 +22%
JWM
1707
JGP Wealth Management
Oregon
$569K +$615K +1,278 New
NC
1708
NovaPoint Capital
Georgia
$568K -$1.92K -4 -0.3%
MCWA
1709
Meadow Creek Wealth Advisors
Georgia
$567K +$140K +290 +30%
SWA
1710
Sax Wealth Advisors
New Jersey
$565K
YIA
1711
YHB Investment Advisors
Connecticut
$565K +$146K +304 +32%
GDP
1712
Great Diamond Partners
Maine
$564K -$3.37K -7 -0.6%
NIM
1713
Northeast Investment Management
Massachusetts
$564K +$208K +432 +54%
RSWM
1714
Robertson Stephens Wealth Management
California
$564K +$302K +627 +103%
MGIM
1715
M&G Investment Management
United Kingdom
$561K -$35.1K -73 -6%
WKSWA
1716
White Knight Strategic Wealth Advisors
New Jersey
$560K +$138K +287 +30%
LPIC
1717
LeJeune Puetz Investment Counsel
Michigan
$559K +$277K +575 +88%
PPW
1718
Pinnacle Private Wealth
Massachusetts
$557K -$54.8K -114 -9%
KA
1719
Keene & Associates
Texas
$556K +$136K +282 +30%
HBW
1720
Hazlett, Burt & Watson
West Virginia
$555K +$583K +1,211 New
WOSD
1721
WFA of San Diego
California
$553K -$15.9K -33 -3%
GA
1722
Geller Advisors
New York
$553K +$35.6K +74 +6%
SAM
1723
Silphium Asset Management
United Kingdom
$552K +$289K +600 +98%
SOW
1724
State of Wyoming
Wyoming
$548K -$343K -713 -37%
CCA
1725
Conestoga Capital Advisors
Pennsylvania
$547K +$55.3K +115 +11%