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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1651
Novare Capital Management
North Carolina
$358K – – –
BMWS
1652
Brady Martz Wealth Solutions
North Dakota
$358K +$101K +74 +38%
BCP
1653
Berkeley Capital Partners
Georgia
$355K -$11K -8 -3%
SP
1654
Stonebrook Private
Michigan
$353K +$366K +267 New
PFGIA
1655
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$365K +266 New
TA
1656
Tactive Advisors
Florida
$350K -$38.4K -28 -10%
PFW
1657
Petros Family Wealth
Minnesota
$350K -$34.3K -25 -9%
CPW
1658
Catalyst Private Wealth
California
$350K +$4.11K +3 +1%
PCA
1659
Purkiss Capital Advisors
Connecticut
$349K -$19.2K -14 -5%
AFW
1660
Avantra Family Wealth
Pennsylvania
$349K -$297K -217 -45%
LMFP
1661
Larry Mathis Financial Planning
Arizona
$349K -$107K -78 -23%
RI
1662
Ridgewood Investments
New Jersey
$349K +$362K +264 New
RIG
1663
RiverFront Investment Group
Virginia
$349K +$362K +264 New
JIC
1664
Joel Isaacson & Co
New York
$347K -$60.3K -44 -14%
STA
1665
Smith Thornton Advisors
Alabama
$347K – – –
SFG
1666
Shum Financial Group
California
$347K +$82.2K +60 +30%
KWM
1667
Keebeck Wealth Management
Illinois
$347K +$360K +263 New
FFN
1668
Focus Financial Network
Minnesota
$346K -$41.1K -30 -10%
BSB
1669
Bangor Savings Bank
Maine
$345K -$9.59K -7 -3%
EAM
1670
Empirical Asset Management
Massachusetts
$345K -$6.85K -5 -2%
FFA
1671
Founders Financial Alliance
North Carolina
$344K +$356K +260 New
RW
1672
RVW Wealth
California
$343K -$470K -343 -57%
FC
1673
Fjell Capital
North Dakota
$343K -$26K -19 -7%
PPWP
1674
Premier Path Wealth Partners
New Jersey
$343K -$1.17M -853 -77%
SIMG
1675
Stephens Investment Management Group
Texas
$342K +$6.85K +5 +2%