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Name Holding Trade Value Shares
Change
Change in
Stake
AP
2601
Aspect Partners
Virginia
$163K -$119K -410 -42%
PWA
2602
Principia Wealth Advisory
Texas
$162K +$2.03K +7 +1%
SWA
2603
SOA Wealth Advisors
New York
$162K +$290 +1 +0.2%
RTC
2604
Riverview Trust Company
Washington
$161K – – –
PB
2605
Pinnacle Bancorp
Nebraska
$156K -$40.6K -140 -20%
CT
2606
Clearstead Trust
Maine
$156K -$8.99K -31 -5%
RWM
2607
RMG Wealth Management
Wisconsin
$155K – – –
NFSG
2608
Newbridge Financial Services Group
Florida
$154K -$27.8K -96 -15%
VEA
2609
Virtus ETF Advisers
New York
$153K +$157K +541 New
BCM
2610
Blume Capital Management
California
$150K – – –
DWM
2611
Darwin Wealth Management
Florida
$142K +$6.09K +21 +4%
BDL
2612
Banque de Luxembourg
Luxembourg
$141K -$29K -100 -17%
PWA
2613
Provenance Wealth Advisors
Florida
$141K – – –
CPBTD
2614
Central Pacific Bank - Trust Division
Hawaii
$140K – – –
IRAG
2615
Investment Research & Advisory Group
Georgia
$140K +$1.16K +4 +0.8%
SVCP
2616
Silicon Valley Capital Partners
California
$136K +$1.16K +4 +0.8%
HNW
2617
High Note Wealth
Minnesota
$135K +$290 +1 +0.2%
PSB
2618
Piscataqua Savings Bank
New Hampshire
$133K – – –
PGAM
2619
Princeton Global Asset Management
New Jersey
$132K – – –
KA
2620
Kozak & Associates
Colorado
$130K +$580 +2 +0.5%
EPIMS
2621
Evelyn Partners Investment Management Services
$127K +$131K +450 New
EFMH
2622
E Fund Management (HK)
Hong Kong
$124K +$54.2K +187 +74%
NMG
2623
New Millennium Group
Utah
$119K +$35.4K +122 +41%
CTWM
2624
Cherry Tree Wealth Management
Minnesota
$119K -$4.93K -17 -4%
FFA
2625
Frazier Financial Advisors
Ohio
$118K -$27.8K -96 -19%