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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2201
Traveka Wealth
California
$377K +$16.6K +29 +4%
PWM
2202
Paulson Wealth Management
Illinois
$376K -$6.3K -11 -1%
GCA
2203
Gradient Capital Advisors
California
$374K
NRC
2204
New Republic Capital
North Carolina
$372K -$44.1K -77 -9%
CPW
2205
Catalyst Private Wealth
California
$372K +$151K +263 +55%
FPFS
2206
First Personal Financial Services
North Carolina
$370K -$19.5K -34 -4%
SCA
2207
Sandy Cove Advisors
Massachusetts
$368K -$25.2K -44 -6%
PSP
2208
Principal Street Partners
Tennessee
$368K -$55K -96 -11%
HAS
2209
HBW Advisory Services
California
$367K
SIC
2210
Sterling Investment Counsel
New York
$367K +$41.8K +73 +11%
EP
2211
EPIQ Partners
Minnesota
$366K
QC
2212
QCM Cayman
Texas
$366K +$416K +725 New
WTA
2213
Washington Trust Advisors
Massachusetts
$365K +$199K +348 +93%
VIM
2214
Vista Investment Management
Pennsylvania
$364K +$79.1K +138 +24%
C
2215
CEDRUS
Colorado
$362K +$24.1K +42 +6%
CCG
2216
Coastwise Capital Group
California
$361K
FA
2217
Fermata Advisors
California
$361K +$177K +308 +76%
CWM
2218
Cedar Wealth Management
California
$360K +$97.4K +170 +31%
SFG
2219
SevenBridge Financial Group
Pennsylvania
$358K +$59.6K +104 +16%
CIP
2220
Convergence Investment Partners
Florida
$358K -$378K -660 -48%
OWA
2221
Outlook Wealth Advisors
Texas
$358K +$109K +190 +37%
FCA
2222
FinTrust Capital Advisors
South Carolina
$357K +$56.7K +99 +16%
SAM
2223
Secure Asset Management
Michigan
$357K +$83.7K +146 +26%
LF
2224
Lantz Financial
Illinois
$356K +$9.74K +17 +2%
SXL
2225
Summit X LLC
Missouri
$356K -$29.2K -51 -7%