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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1226
Aureus Asset Management
Massachusetts
$293K +$322K +442 New
BCG
1227
Breakwater Capital Group
New Jersey
$291K +$35.6K +49 +13%
CA
1228
Clearstead Advisors
Ohio
$288K -$74.9K -103 -19%
MCM
1229
Magnolia Capital Management
New York
$288K -$32.7K -45 -9%
RFN
1230
Redwood Financial Network
Ohio
$286K +$314K +431 New
WE
1231
Wealth Effects
Massachusetts
$285K -$3.64K -5 -1%
HCA
1232
Heck Capital Advisors
Wisconsin
$285K -$335K -461 -52%
MG
1233
Mather Group
Illinois
$285K +$12.4K +17 +4%
TCM
1234
Traynor Capital Management
Pennsylvania
$284K +$311K +428 New
GDP
1235
Great Diamond Partners
Maine
$283K +$60.4K +83 +24%
TW
1236
TritonPoint Wealth
Maryland
$282K +$80.8K +111 +35%
FWP
1237
Falcon Wealth Planning
California
$282K +$29.1K +40 +10%
BOH
1238
Bank of Hawaii
Hawaii
$282K +$309K +425 New
SRC
1239
Shufro Rose & Co
New York
$282K -$37.1K -51 -11%
APG
1240
Abacus Planning Group
South Carolina
$280K – – –
S
1241
Sunpointe
Missouri
$278K -$505K -694 -62%
JGIA
1242
Jackson Grant Investment Advisers
Connecticut
$278K +$114K +157 +60%
AFP
1243
Ausdal Financial Partners
Iowa
$278K +$83.7K +115 +38%
GIM
1244
Grassi Investment Management
California
$278K +$14.6K +20 +5%
JWCA
1245
J.W. Coons Advisors
Ohio
$276K +$303K +417 New
MIC
1246
Meridian Investment Counsel
California
$276K – – –
WGCA
1247
Wolf Group Capital Advisors
Virginia
$276K +$303K +416 New
HPIA
1248
Hamilton Point Investment Advisors
North Carolina
$275K – – –
BFG
1249
Beacon Financial Group
Texas
$274K +$10.9K +15 +4%
TA
1250
Tectonic Advisors
Texas
$274K – – –