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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1201
Ponta Wealth Partners
Florida
$297K +$305K +1,078 New
FA
1202
FSA Advisors
Michigan
$297K +$304K +1,076 New
GPA
1203
Guerra Pan Advisors
New Jersey
$295K -$848 -3 -0.3%
CPG
1204
Cornerstone Planning Group
New Jersey
$294K +$848 +3 +0.3%
BHWM
1205
Bar Harbor Wealth Management
New Hampshire
$294K – – –
BSA
1206
Bull Street Advisors
Georgia
$291K -$30.8K -109 -9%
TIAA Trust, National Association
1207
TIAA Trust, National Association
North Carolina
$291K -$118K -416 -28%
NG
1208
Northstar Group
New York
$289K – – –
AA
1209
Alta Advisers
United Kingdom
$288K – – –
DE
1210
Defiance ETFs
New York
$285K +$40.7K +144 +16%
SWP
1211
Strategic Wealth Partners
Ohio
$284K -$8.76K -31 -3%
FWM
1212
Focused Wealth Management
New York
$283K +$9.32K +33 +3%
EWM
1213
Elmwood Wealth Management
California
$282K +$8.19K +29 +3%
DA
1214
Detalus Advisors
Missouri
$282K +$7.06K +25 +3%
OWM
1215
OneAscent Wealth Management
Alabama
$282K -$4.8K -17 -2%
CAL
1216
Capital Analysts LLC
Pennsylvania
$280K +$61.6K +218 +27%
PIA
1217
Perennial Investment Advisors
California
$279K +$7.91K +28 +3%
Vanguard National Trust
1218
Vanguard National Trust
Pennsylvania
$279K -$17K -60 -6%
SL
1219
Sentinus LLC
Illinois
$278K +$6.78K +24 +2%
RCG
1220
Regatta Capital Group
California
$277K – – –
FNWM
1221
Financial Network Wealth Management
Utah
$277K – – –
PWW
1222
Pettyjohn Wood & White
Virginia
$277K – – –
BFA
1223
Beaumont Financial Advisors
Massachusetts
$276K +$283 +1 +0.1%
GWMR
1224
GC Wealth Management RIA
Massachusetts
$276K -$49.4K -175 -15%
WAM
1225
Weatherly Asset Management
California
$275K -$3.96K -14 -1%