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Name Holding Trade Value Shares
Change
Change in
Stake
AI
2076
Accredited Investors
Minnesota
$226K +$4.38K +91 +2%
WAL
2077
W Advisors LLC
Tennessee
$226K +$233K +4,831 New
KWS
2078
Keystone Wealth Services
California
$225K -$11.8K -245 -5%
FLI
2079
Family Legacy Inc
South Carolina
$225K +$12K +250 +5%
WIA
2080
Westbourne Investment Advisors
Maryland
$224K -$18.1K -375 -7%
WCG
2081
Weaver Consulting Group
California
$224K – – –
PB
2082
Pinnacle Bancorp
Nebraska
$223K -$42.4K -881 -16%
BMC
2083
Benin Management Corp
Connecticut
$223K -$9.68K -201 -4%
DCM
2084
Driehaus Capital Management
Illinois
$222K -$18.6K -386 -8%
OCPWS
2085
One Charles Private Wealth Services
Massachusetts
$222K +$530 +11 +0.2%
TA
2086
Trellis Advisors
Washington
$221K +$433 +9 +0.2%
ACM
2087
AUA Capital Management
Pennsylvania
$221K +$153K +3,183 +208%
LWMG
2088
Levy Wealth Management Group
Pennsylvania
$220K -$61.2K -1,271 -21%
CCC
2089
Chelsea Counsel Company
California
$220K – – –
WH
2090
Willner & Heller
California
$220K +$819 +17 +0.4%
DWM
2091
Destination Wealth Management
California
$220K +$226K +4,691 New
PWA
2092
Pillar Wealth Advisors
Pennsylvania
$219K -$10.2K -212 -4%
AGA
2093
Arkos Global Advisors
Texas
$219K -$915 -19 -0.4%
JWM
2094
Janiczek Wealth Management
Colorado
$219K +$75.9K +1,575 +51%
GA
2095
Gateway Advisory
New Jersey
$219K +$225K +4,675 New
PAI
2096
Pittenger & Anderson Inc
Nebraska
$218K -$4.91K -102 -2%
BAS
2097
Brown Advisory Securities
Maryland
$217K -$92.4K -1,918 -29%
TIM
2098
Tortoise Investment Management
New York
$217K -$16.2K -336 -7%
CWM
2099
Connecticut Wealth Management
Connecticut
$217K +$18.1K +376 +9%
TIAM2
2100
Tru Independence Asset Management 2
Oregon
$216K -$6.31K -131 -3%