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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
2526
Opes Wealth Management
California
$300K -$11.9K -262 -4%
TC
2527
TwinBeech Capital
New York
$299K +$286K +6,283 New
LT
2528
Legacy Trust
Michigan
$299K +$286K +6,278 New
KWA
2529
KCS Wealth Advisory
California
$299K -$26.6K -584 -9%
LF
2530
LifeSteps Financial
California
$299K +$285K +6,270 New
HFP
2531
Holistic Financial Partners
Indiana
$299K +$285K +6,269 New
WSCM
2532
Wellington Shields Capital Management
New York
$296K -$72.3K -1,589 -20%
AWS
2533
AJ Wealth Strategies
New York
$296K +$319 +7 +0.1%
GCAC
2534
Guardian Capital Advisors (Canada)
Ontario, Canada
$296K -$62.6K -1,375 -19%
AWMG
2535
Alliance Wealth Management Group
New Jersey
$296K
PPG
2536
Peak Planning Group
Colorado
$295K +$1.5K +33 +0.5%
PO
2537
Private Ocean
California
$294K -$49.3K -1,084 -15%
IF
2538
Integrity Financial
Wyoming
$294K -$865 -19 -0.3%
BCB
2539
Brian C. Broderick
$294K
CP
2540
Camelot Portfolios
Ohio
$293K +$280K +6,147 New
WMP
2541
Wealth Management Partners
Arizona
$292K
EBA
2542
Eagle Bay Advisors
New York
$292K -$18.1K -397 -6%
AC
2543
AXQ Capital
New Jersey
$292K +$279K +6,126 New
SG
2544
Stonnington Group
California
$291K +$34.2K +752 +14%
SF
2545
Symphony Financial
Texas
$291K -$42.4K -932 -13%
WAM
2546
Weinberger Asset Management
California
$291K -$2.32K -51 -0.8%
MAM
2547
McLean Asset Management
Virginia
$291K +$21.3K +468 +8%
GWM
2548
Greenhouse Wealth Management
Connecticut
$290K +$2.05K +45 +0.7%
C
2549
CEDRUS
Colorado
$289K +$39.5K +867 +17%
EWP
2550
Engrave Wealth Partners
Texas
$289K +$23.2K +509 +9%