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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2201
Gradient Capital Advisors
California
$286K -$5.15K -12 -2%
PJWM
2202
Philip James Wealth Mangement
Georgia
$286K +$121K +281 +61%
NP
2203
Nilsine Partners
Colorado
$285K -$31.7K -74 -9%
AWM
2204
Avaii Wealth Management
Wisconsin
$285K -$15K -35 -5%
OPWM
2205
Oregon Pacific Wealth Management
Oregon
$285K +$9.43K +22 +3%
TIA
2206
Tiemann Investment Advisors
California
$284K -$7.29K -17 -2%
LF
2207
Lantz Financial
Illinois
$284K +$20.2K +47 +7%
DWM
2208
Destination Wealth Management
California
$283K -$214K -498 -40%
BA
2209
Bluesphere Advisors
Pennsylvania
$283K
APW
2210
Aventura Private Wealth
Florida
$283K +$1.72K +4 +0.5%
VWM
2211
Vigilare Wealth Management
Arizona
$282K +$34.3K +80 +12%
SIC
2212
Sterling Investment Counsel
New York
$282K +$31.3K +73 +11%
KFGK
2213
Keystone Financial Group (Kentucky)
Kentucky
$282K -$21.9K -51 -7%
CC
2214
Capital Counsel
New York
$282K -$10.3K -24 -3%
CGPCS
2215
Capital Group Private Client Services
California
$281K -$7.51M -17,524 -96%
BAM
2216
Broyhill Asset Management
North Carolina
$281K +$27.9K +65 +10%
BIA
2217
Benchmark Investment Advisors
Illinois
$280K -$296K -691 -49%
OPA
2218
Old Port Advisors
Maine
$280K -$58.8K -137 -16%
BFG
2219
Beacon Financial Group
Texas
$279K -$16.7K -39 -5%
CAL
2220
Capital Advisors Ltd
Ohio
$279K -$5.58K -13 -2%
CV
2221
Counterweight Ventures
North Carolina
$278K -$2.14K -5 -0.7%
EP
2222
EPIQ Partners
Minnesota
$278K
BCP
2223
Berkeley Capital Partners
Georgia
$277K +$61.8K +144 +25%
CCG
2224
Coastwise Capital Group
California
$275K
MMCM
2225
Murphy & Mullick Capital Management
New York
$270K