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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2476
Planned Solutions
California
$239K -$7.37K -166 -3%
OCPWS
2477
One Charles Private Wealth Services
Massachusetts
$239K -$2K -45 -0.7%
LFG
2478
Lockerman Financial Group
California
$239K +$26.5K +597 +11%
FC
2479
Financial Council
Maryland
$239K +$265K +5,979 New
AWP
2480
Abacus Wealth Partners
California
$237K +$14.8K +333 +6%
WMP
2481
Wealth Management Partners
Arizona
$237K
TFA
2482
Triad Financial Advisors
North Carolina
$237K +$488 +11 +0.2%
KW
2483
KWB Wealth
California
$237K +$5.24K +118 +2%
MPIA
2484
Mountain Pacific Investment Advisers
Idaho
$236K -$29.5K -666 -10%
PWAG
2485
Polaris Wealth Advisory Group
California
$236K -$2K -45 -0.8%
EIA
2486
Edgemoor Investment Advisors
Maryland
$235K
AIS
2487
AM Investment Strategies
Tennessee
$235K +$8.83K +199 +4%
BEAM
2488
Baker Ellis Asset Management
Washington
$234K
TWM
2489
TriaGen Wealth Management
California
$234K +$89 +2 +0%
RCM
2490
Requisite Capital Management
Texas
$234K +$259K +5,845 New
CAWM
2491
Capital Advisors Wealth Management
Washington
$233K -$113K -2,537 -30%
W
2492
WealthOne
New York
$233K -$621 -14 -0.2%
TWP
2493
Tower Wealth Partners
Pennsylvania
$233K -$222 -5 -0.1%
PAM
2494
Paradigm Asset Management
New York
$232K -$44.4K -1,000 -15%
FWM
2495
Fingerlakes Wealth Management
New York
$232K -$22.4K -506 -8%
GI
2496
Gradient Investments
Minnesota
$232K +$11K +248 +4%
PP
2497
PDT Partners
New York
$232K +$257K +5,800 New
LGA
2498
Lebenthal Global Advisors
New York
$231K -$13K -294 -5%
KWMG
2499
King Wealth Management Group
Florida
$231K -$12.5K -282 -5%
IAG
2500
Investment Advisory Group
Massachusetts
$231K -$488 -11 -0.2%