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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
2051
Atlantic Edge Private Wealth Management
Florida
$19.1K
EIP
2052
Essential Investment Partners
Colorado
$19.1K
PAMS
2053
Pinpoint Asset Management (Singapore)
$18.7K +$17.9K +55 New
HWP
2054
Highline Wealth Partners
California
$18.1K +$7.83K +24 +83%
GEA
2055
Glen Eagle Advisors
New Jersey
$17.5K -$17.3K -53 -51%
AW
2056
Ankerstar Wealth
Texas
$17.1K
RDFA
2057
Ritter Daniher Financial Advisory
Ohio
$17K
CWM
2058
Copia Wealth Management
Oregon
$17K +$1.63K +5 +11%
CTA
2059
Colonial Trust Advisors
South Carolina
$17K +$1.96K +6 +14%
MFT
2060
Moisand Fitzgerald Tamayo
Florida
$17K +$16.3K +50 New
MPW
2061
MASECO Private Wealth
$17K
PSFG
2062
Park Square Financial Group
Georgia
$16.7K -$4.57K -14 -22%
EFMH
2063
E Fund Management (HK)
Hong Kong
$16.7K
BHWM
2064
Bay Harbor Wealth Management
Maryland
$16.7K +$3.26K +10 +26%
DWM
2065
Dogwood Wealth Management
Kansas
$16.4K +$4.24K +13 +37%
APW
2066
Allied Private Wealth
Florida
$15.4K +$14K +43 New
HFS
2067
Hughes Financial Services
Virginia
$15K +$4.57K +14 +47%
EWM
2068
Evolution Wealth Management
Florida
$15K +$8.48K +26 +144%
NF
2069
Napier Financial
Massachusetts
$14.7K -$326 -1 -2%
Kayne Anderson Rudnick Investment Management
2070
Kayne Anderson Rudnick Investment Management
California
$14.7K
FPF
2071
First Pacific Financial
Washington
$14K +$6.52K +20 +95%
HNW
2072
High Note Wealth
Minnesota
$14K -$3.91K -12 -23%
TAP
2073
Tounjian Advisory Partners
Florida
$13.5K +$13K +40 New
RWM
2074
Rialto Wealth Management
New York
$12.6K +$4.57K +14 +61%
PWMG
2075
Private Wealth Management Group
New Jersey
$12.5K