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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1751
Kozak & Associates
Colorado
$366K
RP
1752
Riverwater Partners
Wisconsin
$365K +$28.8K +90 +9%
NRC
1753
New Republic Capital
North Carolina
$364K +$346K +1,082 New
VCM
1754
Vigilant Capital Management
Maine
$364K
AF
1755
Aldebaran Financial
$363K -$126K -395 -27%
MSFS
1756
Main Street Financial Solutions
Pennsylvania
$363K +$345K +1,079 New
DBT
1757
Dubuque Bank & Trust
Iowa
$363K +$37.1K +116 +12%
EWM
1758
Evermay Wealth Management
Virginia
$363K
TW
1759
TrinityPoint Wealth
Connecticut
$362K +$25.9K +81 +8%
IDBONY
1760
Israel Discount Bank of New York
New York
$362K -$156K -489 -31%
KCM
1761
Kanawha Capital Management
Virginia
$361K +$28.5K +89 +9%
FFS
1762
Founders Financial Securities
Maryland
$361K +$17.3K +54 +5%
PWM
1763
Prentice Wealth Management
New York
$360K +$33.3K +104 +11%
CIA
1764
Capital Investment Advisors
Georgia
$360K +$99.1K +310 +41%
CF
1765
Copperwynd Financial
Arizona
$359K -$30.4K -95 -8%
OCPWS
1766
One Charles Private Wealth Services
Massachusetts
$358K +$2.56K +8 +0.8%
WP
1767
WMS Partners
Maryland
$358K +$6.4K +20 +2%
NFSG
1768
Newbridge Financial Services Group
Florida
$358K +$7.04K +22 +2%
OHWA
1769
Oak Hill Wealth Advisors
Virginia
$358K +$340K +1,063 New
HW
1770
Hamilton Wealth
California
$357K -$7.36K -23 -2%
HHGA
1771
Halbert Hargrove Global Advisors
California
$357K -$9.91K -31 -3%
GIM
1772
Groesbeck Investment Management
New Jersey
$357K
SWP
1773
Strategic Wealth Partners
Ohio
$356K -$540K -1,687 -61%
APWM
1774
Argonautica Private Wealth Management
Massachusetts
$356K +$338K +1,058 New
BZWA
1775
Blue Zone Wealth Advisors
California
$355K