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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1801
Ten Capital Wealth Advisors
Washington
$80K +$95.8K +345 New
TIAM2
1802
Tru Independence Asset Management 2
Oregon
$74K +$88.8K +320 New
IWP
1803
IAG Wealth Partners
Wisconsin
$71K +$66.6K +240 +381%
CAM
1804
Costello Asset Management
Pennsylvania
$70K +$83.3K +300 New
BWM
1805
BerganKDV Wealth Management
Minnesota
$68K +$62.2K +224 +320%
RFWA
1806
RPg Family Wealth Advisory
Massachusetts
$65.4K – – –
FMP
1807
Financial Management Professionals
Texas
$65K -$133K -480 -63%
HWA
1808
HHM Wealth Advisors
Tennessee
$64K – – –
ME
1809
McIlrath & Eck
Washington
$64K +$13.9K +50 +22%
CWM
1810
Curi Wealth Management
North Carolina
$64K +$76.3K +275 New
ADL
1811
Asset Dedication LLC
California
$63K -$6.94K -25 -8%
WOC
1812
West Oak Capital
California
$63K +$5.55K +20 +8%
JPLA
1813
Joseph P. Lucia & Associates
New York
$62K +$73.6K +265 New
PA
1814
Perennial Advisors
New York
$62K +$73.6K +265 New
AWM
1815
Atticus Wealth Management
Florida
$61K -$10.6K -38 -13%
AW
1816
Avion Wealth
Texas
$59K – – –
PFBT
1817
Parkside Financial Bank & Trust
Missouri
$58K -$86.1K -310 -55%
TI
1818
Truehand Inc
New Hampshire
$58K – – –
CT
1819
Caldwell Trust
Florida
$57K -$27.8K -100 -29%
TC
1820
Truvestments Capital
Florida
$57K +$5.83K +21 +9%
PG
1821
Proffitt & Goodson
Tennessee
$56K – – –
CIM
1822
Contravisory Investment Management
Massachusetts
$56K +$1.67K +6 +3%
EARNEST Partners
1823
EARNEST Partners
Georgia
$55K – – –
CPWM
1824
Cypress Point Wealth Management
Texas
$53K +$62.7K +226 New
SFO
1825
Standard Family Office
South Dakota
$53K +$63.3K +228 New