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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1101
Premier Path Wealth Partners
New Jersey
$343K +$77K +695 +29%
IAN
1102
Integrated Advisors Network
Texas
$343K -$47.7K -430 -12%
AWM
1103
Affinity Wealth Management
Delaware
$343K – – –
COCM
1104
Charter Oak Capital Management
New Hampshire
$341K +$1.11K +10 +0.3%
TS
1105
Tamar Securities
California
$340K – – –
CBA
1106
Coastal Bridge Advisors
Connecticut
$340K +$9.75K +88 +3%
WAM
1107
WNY Asset Management
New York
$337K +$341K +3,073 New
CFA
1108
Churchill Financial Advisors
Kentucky
$336K +$339K +3,060 New
PAM
1109
Pegasus Asset Management
New York
$335K – – –
FNFDCM
1110
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K – – –
TCOTS
1111
Trust Company of the South
North Carolina
$334K +$44.3K +400 +15%
NWA
1112
Navis Wealth Advisors
New York
$332K – – –
CPC
1113
Consolidated Planning Corp
Georgia
$331K – – –
PIA
1114
Perennial Investment Advisors
California
$331K +$32.4K +292 +11%
BAM
1115
Berkshire Asset Management
Pennsylvania
$330K -$16.4K -148 -5%
Horizon Kinetics Asset Management
1116
Horizon Kinetics Asset Management
New York
$329K – – –
SFG
1117
Sather Financial Group
Texas
$329K – – –
IPW
1118
Invictus Private Wealth
Colorado
$329K -$17.3K -156 -5%
VWA
1119
Visionary Wealth Advisors
Illinois
$329K +$222 +2 +0.1%
Modern Wealth Management
1120
Modern Wealth Management
Kansas
$327K -$9.64K -87 -3%
TWM
1121
Tradition Wealth Management
Minnesota
$324K +$3.33K +30 +1%
DAM
1122
Delta Asset Management
Tennessee
$323K -$27.7K -250 -8%
1SB
1123
1ST Source Bank
Indiana
$323K -$23.8K -215 -7%
DWML
1124
Decker Wealth Management LLC
Tennessee
$323K – – –
OC
1125
Oakworth Capital
Alabama
$322K -$3.1K -28 -0.9%