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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1651
Catalyst Private Wealth
California
$350K +$4.11K +3 +1%
PCA
1652
Purkiss Capital Advisors
Connecticut
$349K -$19.2K -14 -5%
AFW
1653
Avantra Family Wealth
Pennsylvania
$349K -$297K -217 -45%
LMFP
1654
Larry Mathis Financial Planning
Arizona
$349K -$107K -78 -23%
RI
1655
Ridgewood Investments
New Jersey
$349K +$362K +264 New
RIG
1656
RiverFront Investment Group
Virginia
$349K +$362K +264 New
JIC
1657
Joel Isaacson & Co
New York
$347K -$60.3K -44 -14%
STA
1658
Smith Thornton Advisors
Alabama
$347K
SFG
1659
Shum Financial Group
California
$347K +$82.2K +60 +30%
KWM
1660
Keebeck Wealth Management
Illinois
$347K +$360K +263 New
FFN
1661
Focus Financial Network
Minnesota
$346K -$41.1K -30 -10%
BSB
1662
Bangor Savings Bank
Maine
$345K -$9.59K -7 -3%
EAM
1663
Empirical Asset Management
Massachusetts
$345K -$6.85K -5 -2%
FFA
1664
Founders Financial Alliance
North Carolina
$344K +$356K +260 New
RW
1665
RVW Wealth
California
$343K -$470K -343 -57%
FC
1666
Fjell Capital
North Dakota
$343K -$26K -19 -7%
PPWP
1667
Premier Path Wealth Partners
New Jersey
$343K -$1.17M -853 -77%
SIMG
1668
Stephens Investment Management Group
Texas
$342K +$6.85K +5 +2%
RIA
1669
Regal Investment Advisors
Michigan
$342K -$37K -27 -9%
CC
1670
Courier Capital
New York
$341K -$54.8K -40 -13%
CLOS
1671
Compagnie Lombard Odier SCmA
Switzerland
$341K
LF
1672
Lantz Financial
Illinois
$341K +$354K +258 New
HAC
1673
Harbor Advisory Corp
New Hampshire
$339K
KIA
1674
KCM Investment Advisors
California
$339K +$15.1K +11 +4%
1CP
1675
17 Capital Partners
Arizona
$339K +$42.5K +31 +14%