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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
2751
KCS Wealth Advisory
California
$234K -$88.2K -1,807 -29%
CSIA
2752
Charles Schwab Investment Advisory
California
$233K +$218K +4,465 New
CCB
2753
Cutter & Co Brokerage
Missouri
$233K -$12.7K -261 -6%
SSW
2754
Stone Summit Wealth
Florida
$233K
OBWG
2755
Onyx Bridge Wealth Group
New York
$233K +$440 +9 +0.2%
CFA
2756
Cahill Financial Advisors
Minnesota
$232K +$217K +4,437 New
PP
2757
PFS Partners
New Jersey
$230K +$49 +1 +0%
AWP
2758
Abacus Wealth Partners
California
$230K +$2.29K +47 +1%
CWG
2759
Cornerstone Wealth Group
North Carolina
$230K -$9.57K -196 -4%
OL
2760
Optas LLC
Texas
$230K +$215K +4,396 New
SCG
2761
Sonata Capital Group
Washington
$229K
KCPG
2762
Kavar Capital Partners Group
Kansas
$229K -$7.13K -146 -3%
PAG
2763
Private Advisory Group
Washington
$227K -$4.39K -90 -2%
IA
2764
Insight Advisors
Pennsylvania
$226K -$150K -3,062 -41%
LNWTC
2765
Laird Norton Wetherby Trust Company
Washington
$226K -$1.76K -36 -0.8%
HG
2766
Harbor Group
New Hampshire
$226K +$211K +4,323 New
PHAM
2767
Palisades Hudson Asset Management
Florida
$225K -$52.2K -1,069 -20%
DWP
2768
Destiny Wealth Partners
Florida
$225K +$15.1K +309 +8%
FAT
2769
First American Trust
California
$224K
DE
2770
Day & Ennis
Georgia
$224K
LL
2771
LPWM LLC
Minnesota
$223K
6F
2772
626 Financial
Michigan
$223K +$2.1K +43 +1%
RF
2773
Rollins Financial
Georgia
$222K +$208K +4,252 New
SIC
2774
Samalin Investment Counsel
New York
$222K +$1.51K +31 +0.7%
TCBWMS
2775
Texas Capital Bank Wealth Management Services
Texas
$222K +$207K +4,247 New