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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1551
Cook Wealth
North Carolina
$341K -$9.32K -57 -3%
MTWM
1552
Masso Torrence Wealth Management
New Jersey
$341K – – –
WTA
1553
Washington Trust Advisors
Massachusetts
$339K -$128K -785 -31%
FFA
1554
Farther Finance Advisors
California
$339K +$291K +1,779 New
HIP
1555
HUB Investment Partners
Texas
$338K -$45K -275 -13%
MWM
1556
Merriman Wealth Management
Washington
$337K +$2.29K +14 +0.8%
MSA
1557
Marino Stram & Associates
Massachusetts
$336K -$47.9K -293 -14%
PFM
1558
Parsec Financial Management
North Carolina
$336K +$12.6K +77 +5%
PCM
1559
Pointe Capital Management
Michigan
$333K +$286K +1,746 New
FWM
1560
FMB Wealth Management
California
$333K +$286K +1,747 New
FG
1561
Foster Group
Iowa
$333K +$286K +1,746 New
AF
1562
Advisornet Financial
Minnesota
$332K -$246K -1,504 -46%
AWG
1563
Altus Wealth Group
Colorado
$331K +$51.5K +315 +22%
CCM
1564
Carlson Capital Management
Minnesota
$331K +$284K +1,739 New
EP
1565
Elkhorn Partners
Nebraska
$331K -$146K -895 -34%
DOA
1566
D'Orazio & Associates
Virginia
$331K +$284K +1,737 New
BFWA
1567
Benchmark Financial Wealth Advisors
Florida
$331K -$5.89K -36 -2%
JSW
1568
Journey Strategic Wealth
New Jersey
$330K +$13.2K +81 +5%
CSB
1569
City State Bank
Iowa
$330K -$4.09K -25 -1%
APWM
1570
Atlas Private Wealth Management
New York
$330K +$12.3K +75 +5%
BSA
1571
Bull Street Advisors
Georgia
$326K +$280K +1,709 New
RW
1572
RVW Wealth
California
$325K +$279K +1,705 New
CWA
1573
Clarus Wealth Advisors
Arizona
$324K – – –
BFA
1574
Beaumont Financial Advisors
Massachusetts
$323K -$11.9K -73 -4%
PCM
1575
Presidio Capital Management
California
$322K – – –