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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Moran Wealth Management
Florida
$238K +$269K +405 New
SIM
927
Seaview Investment Managers
Florida
$237K +$4.65K +7 +2%
PWMG
928
Prestige Wealth Management Group
New Jersey
$237K +$8.63K +13 +3%
AGWCA
929
Annis Gardner Whiting Capital Advisors
Florida
$237K +$267K +402 New
TFA
930
Trinity Financial Advisors
Ohio
$237K +$267K +402 New
AWM
931
Aprio Wealth Management
Georgia
$236K -$12.6K -19 -5%
DWM
932
Drive Wealth Management
Utah
$236K +$28.6K +43 +12%
CAM
933
Cozad Asset Management
Illinois
$235K +$266K +400 New
MA
934
MJP Associates
Connecticut
$235K +$15.3K +23 +6%
EWM
935
Executive Wealth Management
Michigan
$234K -$3.32K -5 -1%
RA
936
RFG Advisory
Alabama
$233K – – –
CCB
937
Cutter & Co Brokerage
Missouri
$231K -$13.9K -21 -5%
TCA
938
Transcend Capital Advisors
New Jersey
$231K -$36.5K -55 -12%
NB
939
NBT Bank
New York
$230K +$260K +391 New
SMA
940
Sage Mountain Advisors
Georgia
$230K +$7.31K +11 +3%
AP
941
Arlington Partners
Alabama
$229K -$16.6K -25 -6%
AT
942
Arlington Trust
Alabama
$229K +$258K +389 New
AGC
943
Aspen Grove Capital
Colorado
$227K -$11.3K -17 -4%
CW
944
Connectus Wealth
Ohio
$224K – – –
LW
945
Linscomb Wealth
Texas
$224K – – –
OWA
946
Opal Wealth Advisors
New York
$222K -$19.3K -29 -7%
EI
947
Ellevest Inc
New York
$222K +$5.98K +9 +2%
AWM
948
Angeles Wealth Management
California
$222K +$27.9K +42 +13%
VC
949
Veracity Capital
Georgia
$221K -$3.32K -5 -1%
GIM
950
Grassi Investment Management
California
$221K +$249K +375 New