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Name Holding Trade Value Shares
Change
Change in
Stake
PC
3551
Permanens Capital
New York
$2.23M +$758K +3,492 +42%
HPM
3552
Hoxton Planning & Management
West Virginia
$2.23M +$77K +355 +3%
TFA
3553
Tobias Financial Advisors
Florida
$2.23M +$91.4K +421 +4%
QFW
3554
QTR Family Wealth
Florida
$2.23M +$2.54M +11,698 New
CB
3555
Centennial Bank
Arkansas
$2.23M +$25.8K +119 +1%
OCPWS
3556
One Charles Private Wealth Services
Massachusetts
$2.22M -$85.3K -393 -3%
MWM
3557
MinichMacGregor Wealth Management
New York
$2.22M +$38.6K +178 +2%
SFS
3558
Symphony Financial Services
Ohio
$2.22M -$74.2K -342 -3%
NLP
3559
Next Level Private
New York
$2.22M +$9.33K +43 +0.4%
MCI
3560
MRP Capital Investments
Georgia
$2.22M +$48.8K +225 +2%
MQWP
3561
Morey & Quinn Wealth Partners
Nebraska
$2.22M -$11.5K -53 -0.5%
TC
3562
Trilogy Capital
California
$2.22M +$436K +2,011 +21%
PHAM
3563
Palisades Hudson Asset Management
Florida
$2.22M -$240K -1,107 -9%
MCA
3564
MSH Capital Advisors
Arizona
$2.22M -$123K -568 -5%
MFS
3565
Miller Financial Services
Michigan
$2.21M -$1.4M -6,459 -36%
AF
3566
Affiance Financial
Minnesota
$2.21M -$2.39K -11 -0.1%
PGIM
3567
Pacific Global Investment Management
California
$2.21M -$76K -350 -3%
RIP
3568
Reliant Investment Partners
North Carolina
$2.21M -$89.4K -412 -3%
CNBOF
3569
City National Bank of Florida
Florida
$2.21M +$443K +2,041 +21%
TWA
3570
Trace Wealth Advisors
California
$2.2M -$161K -740 -6%
DCM
3571
Davis Capital Management
Florida
$2.2M +$43K +198 +2%
DA
3572
Drake & Associates
Wisconsin
$2.2M +$391K +1,804 +19%
AWG
3573
Altus Wealth Group
Colorado
$2.19M -$23.7K -109 -0.9%
PAM
3574
PCG Asset Management
New Jersey
$2.19M -$32.5K -150 -1%
MHC
3575
May Hill Capital
Massachusetts
$2.19M +$43K +198 +2%