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Name Holding Trade Value Shares
Change
Change in
Stake
OF
1901
Optimize Financial
California
$278K +$3.19K +12 +1%
BW
1902
Blalock Williams
Alabama
$277K -$41K -154 -13%
AWM
1903
Allen Wealth Management
North Carolina
$275K
CH
1904
Cromwell Holdings
Wyoming
$273K
AWM
1905
Act Wealth Management
Texas
$273K
AOWM
1906
Alpha Omega Wealth Management
Virginia
$273K
AMCA
1907
Arthur M. Cohen & Associates
Illinois
$273K
IFO
1908
Independent Family Office
New York
$272K
CAL
1909
Capital Analysts LLC
Pennsylvania
$272K +$266 +1 +0.1%
FFA
1910
First Foundation Advisors
California
$271K +$8.79K +33 +3%
AP
1911
Advisors Preferred
Maryland
$271K +$69.7K +262 +32%
CA
1912
Carson Advisory
Georgia
$270K +$266 +1 +0.1%
NAS
1913
NWF Advisory Services
California
$270K +$9.58K +36 +4%
PWAM
1914
Papamarkou Wellner Asset Management
New York
$270K +$2.66K +10 +1%
SCM
1915
Stonehearth Capital Management
Massachusetts
$269K
SW
1916
SteelPeak Wealth
California
$267K -$126K -473 -31%
PMFA
1917
Plante Moran Financial Advisors
Michigan
$267K -$1.86K -7 -0.7%
BC
1918
Bayforest Capital
United Kingdom
$267K -$228K -855 -45%
CPBTD
1919
Central Pacific Bank - Trust Division
Hawaii
$267K +$39.7K +149 +17%
AC
1920
Asio Capital
Kentucky
$267K
CWM
1921
Cahaba Wealth Management
Georgia
$267K +$532 +2 +0.2%
SCM
1922
Schnieders Capital Management
California
$266K -$59.9K -225 -18%
MW
1923
Marble Wealth
Alabama
$265K +$274K +1,031 New
SP
1924
Stablepoint Partners
Massachusetts
$265K -$5.59K -21 -2%
PWP
1925
Parkwoods Wealth Partners
New York
$264K -$532 -2 -0.2%