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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1651
Flatrock Wealth Partners
California
$240K +$234K +224 New
HWA
1652
HHM Wealth Advisors
Tennessee
$240K -$11.5K -11 -5%
VF
1653
Vawter Financial
Ohio
$240K – – –
CWS
1654
Confluence Wealth Services
Pennsylvania
$238K -$37.6K -36 -14%
EGA
1655
E&G Advisors
Texas
$238K – – –
DF
1656
Dunhill Financial
United Kingdom
$237K -$3.13K -3 -1%
PAA
1657
Peregrine Asset Advisers
Oregon
$236K +$231K +221 New
MAM
1658
Milestone Asset Management
Pennsylvania
$236K – – –
AWA
1659
A4 Wealth Advisors
North Carolina
$235K +$229K +220 New
AL
1660
Aspiriant LLC
California
$235K +$229K +220 New
HDIM
1661
Hanson & Doremus Investment Management
Vermont
$235K -$5.22K -5 -2%
TFM
1662
TFC Financial Management
Massachusetts
$234K -$54.2K -52 -19%
PAM
1663
Palisade Asset Management
Minnesota
$234K – – –
QPWM
1664
Quadrant Private Wealth Management
Pennsylvania
$233K +$227K +218 New
PPC
1665
Park Place Capital
Alabama
$232K +$3.13K +3 +1%
TWP
1666
Tyche Wealth Partners
Texas
$231K – – –
FMP
1667
Financial Management Professionals
Texas
$231K – – –
WAG
1668
Winthrop Advisory Group
Massachusetts
$230K -$24K -23 -10%
MG
1669
McHugh Group
Ohio
$230K -$104K -100 -32%
SCA
1670
STALEY CAPITAL ADVISERS
Pennsylvania
$230K – – –
BT
1671
Banque Transatlantique
France
$230K -$261K -250 -54%
SWA
1672
Sax Wealth Advisors
New Jersey
$229K +$223K +214 New
BSSFA
1673
Baron Silver Stevens Financial Advisors
Florida
$229K -$37.6K -36 -14%
TIA
1674
Trust Investment Advisors
Indiana
$228K -$2.09K -2 -0.9%
HBS
1675
Howard Bailey Securities
Indiana
$227K -$28.2K -27 -11%