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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
1776
Argonautica Private Wealth Management
Massachusetts
$358K +$52.3K +242 +16%
DWA
1777
Dougherty Wealth Advisers
Minnesota
$357K
TVAMP
1778
Tennessee Valley Asset Management Partners
Tennessee
$356K
PSP
1779
Pacific Sage Partners
Washington
$354K -$3.67K -17 -1%
WFAG
1780
Worth Financial Advisory Group
North Carolina
$353K +$10.8K +50 +3%
FMWA
1781
Forvis Mazars Wealth Advisors
Missouri
$353K -$294K -1,361 -44%
PCM
1782
Pointe Capital Management
Michigan
$353K +$40.6K +188 +12%
AWM
1783
Accel Wealth Management
Iowa
$351K -$4.32K -20 -1%
OWM
1784
OneAscent Wealth Management
Alabama
$350K -$40.8K -189 -10%
CRI
1785
Colonial River Investments
Virginia
$348K -$18.1K -84 -5%
CWM
1786
Cedar Wealth Management
California
$347K
VAG
1787
VisionPoint Advisory Group
Texas
$347K +$14.5K +67 +4%
MIC
1788
Meridian Investment Counsel
California
$347K -$108K -500 -23%
TCMP
1789
Thrive Capital Management (Pennsylvania)
Pennsylvania
$345K +$104K +483 +40%
PPP
1790
Private Portfolio Partners
New Jersey
$342K -$6.27K -29 -2%
HFM
1791
Hartford Funds Management
Pennsylvania
$341K +$18.1K +84 +5%
TNA
1792
True North Advisors
Texas
$341K +$1.95K +9 +0.5%
JWM
1793
Jeppson Wealth Management
California
$339K -$6.27K -29 -2%
MA
1794
MONECO Advisors
Connecticut
$339K +$5.4K +25 +2%
JFA
1795
JNBA Financial Advisors
Minnesota
$338K +$29.2K +135 +9%
HP
1796
Hyperion Partners
Pennsylvania
$337K
AWM
1797
Accurate Wealth Management
Florida
$336K -$648 -3 -0.2%
NJBEST
1798
New Jersey Better Educational Savings Trust
New Jersey
$336K
ASBI
1799
American State Bank (Iowa)
Iowa
$336K +$5.4K +25 +2%
AF
1800
Apexium Financial
Texas
$336K -$5.4K -25 -1%