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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1601
Boyd Watterson Asset Management
Ohio
$3K – – –
CWP
1602
Clark Wealth Partners
Illinois
$2.78K +$2.65K +25 New
TFM
1603
TFC Financial Management
Massachusetts
$2.56K – – –
NL
1604
NVWM LLC
Pennsylvania
$2.45K +$530 +5 +29%
WW
1605
Winnow Wealth
Texas
$2.15K +$742 +7 +54%
PA
1606
PSI Advisors
Florida
$2.11K – – –
SWIM
1607
Smallwood Wealth Investment Management
New Jersey
$2K +$1.91K +18 New
CAIM
1608
Catherine Avery Investment Management
Florida
$1.89K – – –
WWM
1609
Wolff Wiese Magana
California
$1.67K – – –
WestEnd Advisors
1610
WestEnd Advisors
North Carolina
$1.67K +$1.06K +10 +200%
DWM
1611
Dogwood Wealth Management
Kansas
$1.67K +$1.59K +15 New
BHWM
1612
Bay Harbor Wealth Management
Maryland
$1.67K +$1.59K +15 New
PWA
1613
Principia Wealth Advisory
Texas
$1.58K +$212 +2 +15%
FNWA
1614
Financial Network Wealth Advisors
Utah
$1.45K +$1.38K +13 New
TCM
1615
TD Capital Management
Tennessee
$1.34K – – –
GP
1616
Greenline Partners
New York
$1.33K +$1.27K +12 New
PWM
1617
Parkworth Wealth Management
California
$1.22K – – –
RS
1618
Rakuten Securities
Japan
$1.11K +$424 +4 +67%
SWA
1619
SOA Wealth Advisors
New York
$1.08K -$5.3K -50 -83%
HHGA
1620
Halbert Hargrove Global Advisors
California
$1K +$955 +9 New
BLC
1621
Brown, Lisle/Cummings
Rhode Island
$890 +$849 +8 New
1IA
1622
1620 Investment Advisors
Massachusetts
$865 – – –
HIA
1623
HFM Investment Advisors
New Jersey
$779 +$742 +7 New
BFS
1624
Bare Financial Services
Pennsylvania
$667 +$636 +6 New
OCM
1625
Osterweis Capital Management
California
$556 +$530 +5 New