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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
2051
National Wealth Management Group
Ohio
$261K +$266K +741 New
TIA
2052
Tiemann Investment Advisors
California
$261K
II
2053
Impact Investors
California
$261K +$42.7K +119 +19%
DE
2054
Diversified Enterprises
Delaware
$260K -$5.02K -14 -2%
BA
2055
Bluesphere Advisors
Pennsylvania
$260K
APM
2056
a16z Perennial Management
California
$259K +$264K +735 New
BIG
2057
Brookwood Investment Group
Arizona
$259K +$11.1K +31 +4%
CC
2058
Capital Counsel
New York
$259K
LA
2059
Lifeworks Advisors
Michigan
$259K +$16.9K +47 +7%
HBW
2060
Hazlett, Burt & Watson
West Virginia
$258K -$83.6K -233 -24%
PMG
2061
Private Management Group
California
$258K
TCM
2062
Teza Capital Management
Illinois
$256K +$29.1K +81 +13%
CIA
2063
CCM Investment Advisers
South Carolina
$256K +$8.61K +24 +3%
EP
2064
EPIQ Partners
Minnesota
$256K
SPWG
2065
Sage Private Wealth Group
Illinois
$256K +$43K +120 +20%
SA
2066
Strategic Advocates
Utah
$255K -$45.2K -126 -15%
EHC
2067
Everett Harris & Co
California
$255K -$1.44K -4 -0.6%
WCM
2068
Winthrop Capital Management
Indiana
$255K +$59.2K +165 +30%
CP
2069
Canopy Partners
Ohio
$255K -$64.6K -180 -20%
PWMA
2070
Pension & Wealth Management Advisors
Massachusetts
$254K +$258K +720 New
PWM
2071
Prentice Wealth Management
New York
$253K -$210K -585 -45%
SHFA
2072
SC&H Financial Advisors
Maryland
$253K -$79.6K -222 -24%
BDL
2073
Banque de Luxembourg
Luxembourg
$253K +$92.2K +257 +56%
CWA
2074
Centennial Wealth Advisory
Michigan
$253K +$55.2K +154 +27%
CCG
2075
Coastwise Capital Group
California
$253K