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Name Holding Trade Value Shares
Change
Change in
Stake
NHT
751
New Hampshire Trust
New Hampshire
$251K +$188K +707 New
CFP
752
Comprehensive Financial Planning
Pennsylvania
$249K +$266 +1 +0.1%
BL
753
BFSG LLC
California
$248K – – –
E
754
Evansbrook
Illinois
$248K +$186K +700 New
JE
755
Jacobs Equity
Utah
$248K +$186K +700 New
RWA
756
Roberts Wealth Advisors
California
$248K +$186K +699 New
AAA
757
Andrews Advisory Associates
Hawaii
$245K +$183K +690 New
AI
758
Accredited Investors
Minnesota
$241K +$181K +679 New
Aviva
759
Aviva
United Kingdom
$239K +$179K +675 New
AC
760
Avant Capital
Louisiana
$239K +$179K +674 New
PGFC
761
Peapack-Gladstone Financial Corp
New Jersey
$238K +$179K +672 New
PSCM
762
Per Stirling Capital Management
Texas
$238K +$178K +670 New
RA
763
RFG Advisory
Alabama
$236K -$1.46M -5,500 -89%
IC
764
Inscription Capital
Texas
$236K +$177K +665 New
CWP
765
Core Wealth Partners
California
$235K +$177K +664 New
TF
766
TLWM Financial
Texas
$234K +$176K +661 New
HSA
767
HBK Sorce Advisory
Pennsylvania
$234K +$227K +852 New
SWM
768
Silverlake Wealth Management
Vermont
$233K +$174K +656 New
KIA
769
Knollwood Investment Advisory
Maryland
$232K +$174K +654 New
NFC
770
Northstar Financial Companies
Pennsylvania
$232K +$174K +654 New
APA
771
Astoria Portfolio Advisors
New York
$231K +$173K +651 New
BWL
772
Bogart Wealth LLC
Virginia
$230K -$2.13K -8 -1%
RhumbLine Advisers
773
RhumbLine Advisers
Massachusetts
$230K +$23.1K +87 +15%
PP
774
Patron Partners
Texas
$229K +$172K +645 New
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
$226K -$722K -2,717 -81%