Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2976
Prelude Capital Management
New York
$358K +$57.5K +734 +19%
PWA
2977
Provenance Wealth Advisors
Florida
$358K -$4.07K -52 -1%
WAM
2978
WNY Asset Management
New York
$358K +$361K +4,609 New
CWP
2979
Curated Wealth Partners
California
$357K -$31.2K -398 -8%
AWP
2980
Ascent Wealth Partners
New York
$356K +$33.4K +427 +10%
RFG
2981
REAP Financial Group
Texas
$356K +$50.6K +646 +16%
SP
2982
Successful Portfolios
Florida
$356K -$3.29K -42 -0.9%
CST
2983
Charles Schwab Trust
Nevada
$356K -$193K -2,469 -35%
DIP
2984
DT Investment Partners
Pennsylvania
$354K -$65K -830 -15%
NF
2985
Napier Financial
Massachusetts
$354K +$357K +4,561 New
PMG
2986
ProVise Management Group
Florida
$354K -$51.3K -655 -13%
SCA
2987
Strathmore Capital Advisors
North Carolina
$353K +$7.67K +98 +3%
MSWM
2988
Master's Wealth Management
Pennsylvania
$352K +$107K +1,361 +43%
TFM
2989
TFC Financial Management
Massachusetts
$352K -$49.5K -632 -12%
SPA
2990
Sound Portfolio Advisors
Connecticut
$351K +$354K +4,528 New
WIA
2991
Wetzel Investment Advisors
Indiana
$351K -$29.7K -379 -8%
GLLW
2992
Graves Light Lenhart Wealth
Virginia
$351K -$7.83K -100 -2%
WFA
2993
Websterrogers Financial Advisors
South Carolina
$350K +$22.7K +290 +7%
GAA
2994
Global Assets Advisory
Florida
$350K +$58K +741 +20%
ECML
2995
Eagle Capital Management (Louisiana)
Louisiana
$350K – – –
GMFG
2996
Greater Midwest Financial Group
Minnesota
$350K +$1.17K +15 +0.3%
WP
2997
WealthShield Partners
North Carolina
$350K +$12.1K +155 +4%
GWAG
2998
Garrett Wealth Advisory Group
Texas
$349K +$352K +4,502 New
FC
2999
Fairscale Capital
New Hampshire
$349K – – –
IAMH
3000
IvyRock Asset Management (HK)
Hong Kong
$349K – – –