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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1851
Perennial Advisors
New York
$216K +$1.23K +6 +0.5%
EB
1852
Exchange Bank
California
$216K -$18.9K -92 -8%
WPW
1853
Warther Private Wealth
Ohio
$215K -$21.8K -106 -9%
FNBTCON
1854
First National Bank & Trust Co of Newtown
Pennsylvania
$215K -$15.4K -75 -6%
LF
1855
Lee Financial
Texas
$214K
GFG
1856
Goldstone Financial Group
Illinois
$214K -$94.1K -458 -29%
BB
1857
Bell Bank
North Dakota
$214K +$228K +1,109 New
RPWA
1858
Regent Peak Wealth Advisors
Georgia
$213K +$8.63K +42 +4%
HWM
1859
Horizon Wealth Management
Illinois
$213K -$1.24M -6,027 -85%
CFSG
1860
Clark Financial Services Group
Missouri
$213K +$3.7K +18 +2%
MWM
1861
Modern Wealth Management
Kansas
$213K -$107K -519 -32%
SPIS
1862
Steward Partners Investment Solutions
Oregon
$213K +$227K +1,103 New
M1FG
1863
Mach-1 Financial Group
Arkansas
$213K +$41.5K +202 +22%
IPW
1864
Invictus Private Wealth
Colorado
$213K -$16.9K -82 -7%
NJBEST
1865
New Jersey Better Educational Savings Trust
New Jersey
$212K
RIS
1866
Retirement Income Solutions
Michigan
$212K +$10.3K +50 +5%
AI
1867
Arrien Investments
Idaho
$212K +$3.9K +19 +2%
GWM
1868
Gitterman Wealth Management
New Jersey
$212K -$61.6K -300 -21%
AA
1869
Aire Advisors
California
$211K -$12.3K -60 -5%
MAA
1870
Matrix Asset Advisors
New York
$211K -$8.63K -42 -4%
CWS
1871
Confluence Wealth Services
Pennsylvania
$211K -$176K -857 -44%
PCP
1872
Proficio Capital Partners
Massachusetts
$211K -$17.5K -85 -7%
TWM
1873
Tolleson Wealth Management
Texas
$210K -$17.9K -87 -7%
AIS
1874
AM Investment Strategies
Tennessee
$210K +$56.5K +275 +34%
AWM
1875
Altus Wealth Management
Kentucky
$210K -$24.9K -121 -10%