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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1626
Private Wealth Asset Management
Iowa
$384K +$676 +3 +0.2%
PWM
1627
Palacios Wealth Management
Florida
$384K -$18K -80 -4%
CFGW
1628
Chancellor Financial Group WB
Pennsylvania
$382K
IIM
1629
Ironwood Investment Management
Massachusetts
$381K
IPW
1630
Impact Partnership Wealth
Georgia
$381K +$5.64K +25 +1%
CP
1631
Canopy Partners
Ohio
$380K -$14.4K -64 -4%
TWM
1632
Tradition Wealth Management
Minnesota
$380K -$93.3K -414 -19%
AA
1633
Aire Advisors
California
$379K +$178K +788 +82%
Acadian Asset Management
1634
Acadian Asset Management
Massachusetts
$378K +$396K +1,756 New
BLAM
1635
Bourne Lent Asset Management
New York
$378K
AFS
1636
AFG Fiduciary Services
Massachusetts
$378K +$166K +735 +72%
C1AG
1637
Client 1st Advisory Group
Florida
$377K +$132K +584 +50%
BCP
1638
Berkeley Capital Partners
Georgia
$376K +$35.6K +158 +10%
CFG
1639
Cooper Financial Group
California
$375K -$29.3K -130 -7%
RPGK
1640
Retirement Planning Group (Kansas)
Kansas
$375K +$88.2K +391 +29%
POIA
1641
Pin Oak Investment Advisors
Texas
$374K -$14.7K -65 -4%
CWM
1642
Consultiva Wealth Management
Puerto Rico
$374K
GS
1643
GWN Securities
Florida
$374K +$902 +4 +0.2%
NO
1644
Ninety One
South Africa
$374K +$395K +1,750 New
BFA
1645
Bill Few Associates
Pennsylvania
$374K
PHS
1646
Pekin Hardy Strauss
Illinois
$374K +$6.99K +31 +2%
MHR
1647
Matthew Hamilton Rosenberg
$373K
EIM
1648
Ervin Investment Management
Washington
$373K +$67.6K +300 +21%
FFO
1649
Fortitude Family Office
Arizona
$373K +$30.9K +137 +9%
NCM
1650
Northside Capital Management
Oregon
$373K