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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1751
Tanaka Capital Management
New York
$296K – – –
BHPW
1752
Beverly Hills Private Wealth
California
$296K +$307K +224 New
VF
1753
Vawter Financial
Ohio
$296K – – –
PNFS
1754
PW Nova Financial Services
Pennsylvania
$295K +$306K +223 New
DF
1755
Dunhill Financial
United Kingdom
$294K – – –
AWM
1756
Activest Wealth Management
Florida
$294K -$130K -95 -30%
CW
1757
Cedarwood Wealth
Colorado
$293K +$26K +19 +9%
CWS
1758
Confluence Wealth Services
Pennsylvania
$293K – – –
CP
1759
Castleview Partners
Texas
$293K +$304K +222 New
HWA
1760
HHM Wealth Advisors
Tennessee
$292K -$4.11K -3 -1%
MAM
1761
Milestone Asset Management
Pennsylvania
$292K – – –
HDIM
1762
Hanson & Doremus Investment Management
Vermont
$291K – – –
AA
1763
Apriem Advisors
California
$291K +$32.9K +24 +12%
EDRH
1764
Edmond de Rothschild Holding
Switzerland
$291K +$60.3K +44 +25%
NFG
1765
Nations Financial Group
Iowa
$291K +$301K +220 New
CWP
1766
Curated Wealth Partners
California
$289K -$167K -122 -36%
PAM
1767
Palisade Asset Management
Minnesota
$289K – – –
TFP
1768
TrueWealth Financial Partners
Washington
$289K +$300K +219 New
SIS
1769
Sound Income Strategies
Florida
$288K +$78.1K +57 +37%
PAA
1770
Peregrine Asset Advisers
Oregon
$288K -$4.11K -3 -1%
SBWIC
1771
Schaper Benz & Wise Investment Counsel
Wisconsin
$288K -$11K -8 -4%
MG
1772
McHugh Group
Ohio
$286K +$2.74K +2 +0.9%
EWM
1773
Endowment Wealth Management
Wisconsin
$285K -$52.1K -38 -15%
PWM
1774
Pines Wealth Management
North Carolina
$284K +$295K +215 New
SCA
1775
STALEY CAPITAL ADVISERS
Pennsylvania
$284K – – –