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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1726
Goldstein Advisors
Wisconsin
$357K -$26.8K -674 -7%
AAB
1727
ABN AMRO Bank
Netherlands
$357K -$249K -6,259 -42%
LA
1728
Latitude Advisors
Florida
$356K -$231K -5,825 -40%
MAM
1729
Mystic Asset Management
Rhode Island
$356K
BAAM
1730
Baker Avenue Asset Management
California
$355K -$28.6K -721 -8%
MPW
1731
Monterey Private Wealth
California
$354K +$79 +2 +0%
FPCP
1732
Fort Point Capital Partners
California
$354K +$13.3K +335 +4%
BP
1733
Broadleaf Partners
Ohio
$354K
MAA
1734
Mraz Amerine & Associates
California
$354K
NLP
1735
Next Level Private
New York
$352K +$334K +8,421 New
FOFP
1736
Fee-Only Financial Planning
South Carolina
$351K
MWP
1737
Meridian Wealth Partners
Pennsylvania
$351K +$3.14K +79 +0.9%
CIA
1738
Cape Investment Advisory
Georgia
$351K +$28.8K +726 +9%
KP
1739
Keel Point
Alabama
$350K +$67.7K +1,705 +25%
GWM
1740
Greenwich Wealth Management
Connecticut
$350K +$1.51K +38 +0.5%
PPP
1741
Private Portfolio Partners
New Jersey
$350K -$11.8K -296 -3%
SB
1742
Strategic Blueprint
Georgia
$349K +$6.59K +166 +2%
PFA
1743
Peak Financial Advisors
Colorado
$349K +$333K +8,391 New
NAM
1744
NTV Asset Management
West Virginia
$348K
KWM
1745
Kaydan Wealth Management
Michigan
$348K +$516 +13 +0.2%
FAG
1746
Fortitude Advisory Group
Washington
$347K -$35.1K -884 -10%
LF
1747
Lantz Financial
Illinois
$347K -$6.12K -154 -2%
CAI
1748
Capital Advisors Inc
Oklahoma
$346K +$7.9K +199 +2%
PAM
1749
Palisade Asset Management
Minnesota
$346K +$23.8K +600 +8%
CG
1750
CFO4Life Group
Texas
$342K +$33.4K +841 +11%