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Name Holding Trade Value Shares
Change
Change in
Stake
DW30
1251
Drucker Wealth 3.0
New Jersey
$251K +$64.8K +219 +34%
HDIM
1252
Hanson & Doremus Investment Management
Vermont
$250K -$210K -709 -45%
CWA
1253
CJM Wealth Advisers
Virginia
$249K
MAMG
1254
Milestone Asset Management Group
Connecticut
$248K +$255K +862 New
PTCG
1255
Pring Turner Capital Group
California
$248K +$5.03K +17 +2%
EDRH
1256
Edmond de Rothschild Holding
Switzerland
$247K
CC
1257
Courier Capital
New York
$247K
MIC
1258
Means Investment Company
Maine
$247K +$1.18K +4 +0.5%
BFPW
1259
BOK Financial Private Wealth
Colorado
$246K -$104K -351 -29%
OAM
1260
Occidental Asset Management
California
$246K +$22.2K +75 +10%
AI
1261
AXS Investments
New York
$246K +$253K +855 New
BCB
1262
Brian C. Broderick
$245K
GFA
1263
Grunden Financial Advisory
Texas
$245K +$1.18K +4 +0.5%
SW
1264
SteelPeak Wealth
California
$245K +$29.6K +100 +13%
VP
1265
Verum Partners
North Carolina
$244K -$10.7K -36 -4%
BMCM
1266
Bryn Mawr Capital Management
Pennsylvania
$243K -$35.5K -120 -12%
HFAS
1267
Hummer Financial Advisory Services
Illinois
$242K
AO
1268
Advisor OS
Illinois
$242K -$4.73K -16 -2%
GCP
1269
GSA Capital Partners
United Kingdom
$242K -$316K -1,067 -56%
CAM
1270
Carret Asset Management
New York
$242K -$1.18K -4 -0.5%
FWM
1271
Focused Wealth Management
New York
$240K +$1.18K +4 +0.5%
HWA
1272
HCR Wealth Advisors
California
$240K
GHAM
1273
Gilman Hill Asset Management
Connecticut
$240K
QWP
1274
Quotient Wealth Partners
Texas
$238K -$31.4K -106 -11%
FW
1275
FullCircle Wealth
Texas
$237K +$20.1K +68 +8%