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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
876
Triad Financial Advisors
North Carolina
$365K +$602 +9 +0.2%
HIM
877
Hanlon Investment Management
New Jersey
$364K +$10.4K +155 +3%
APWM
878
Argonautica Private Wealth Management
Massachusetts
$364K -$7.29K -109 -2%
IAIM
879
International Assets Investment Management
Florida
$363K +$23.4K +350 +7%
CWP
880
Capital Wealth Planning
Florida
$362K -$81.7K -1,220 -19%
PL
881
Plancorp LLC
Missouri
$362K -$1.74K -26 -0.5%
SAM
882
Strategy Asset Managers
California
$362K -$29.2K -437 -8%
BFM
883
Boston Financial Management
Massachusetts
$361K -$7.56K -113 -2%
TL
884
Tradewinds LLC
North Carolina
$360K -$803 -12 -0.2%
WPC
885
Wedmont Private Capital
Pennsylvania
$358K +$68.2K +1,019 +25%
HI
886
Harbour Investments
Wisconsin
$356K +$602 +9 +0.2%
PP
887
Patten & Patten
Tennessee
$355K -$30.1K -450 -8%
D
888
Dentgroup
Louisiana
$354K +$1.87K +28 +0.6%
LA
889
Legacy Advisors
Pennsylvania
$354K -$42.7K -638 -11%
DS
890
DRW Securities
Illinois
$353K +$339K +5,061 New
EWA
891
EP Wealth Advisors
California
$350K
KA
892
Kintegral Advisory
New York
$349K
WT
893
Washington Trust
Rhode Island
$348K +$20.1K +300 +6%
ACM
894
Allred Capital Management
Texas
$348K +$1.34K +20 +0.4%
GL
895
Graypoint LLC
New York
$345K +$331K +4,941 New
KP
896
Keel Point
Alabama
$343K +$10.8K +162 +3%
MWPCG
897
Measured Wealth Private Client Group
New Hampshire
$339K -$512K -7,654 -61%
BW
898
Bison Wealth
Georgia
$339K +$77K +1,150 +31%
OBGC
899
O'Brien Greene & Co
Pennsylvania
$337K
IW
900
Imprint Wealth
South Carolina
$336K +$10.8K +162 +3%