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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1851
Washington Trust Bank
Washington
$1.01M +$105K +1,710 +12%
OWA
1852
Opal Wealth Advisors
New York
$1.01M +$284K +4,610 +39%
FWM
1853
Finer Wealth Management
Massachusetts
$1.01M – – –
PCS
1854
Personal CFO Solutions
New Jersey
$1.01M +$240K +3,905 +31%
VCM
1855
Versant Capital Management
Arizona
$1.01M +$538K +8,742 +115%
MMM
1856
Mendel Money Management
Illinois
$1.01M -$1.6K -26 -0.2%
ARC
1857
Advisor Resource Council
Texas
$1.01M +$1.01M +16,416 New
FFS
1858
Founders Financial Securities
Maryland
$1.01M +$92.7K +1,506 +9%
AWM
1859
Aries Wealth Management
Maine
$1.01M -$78.5K -1,275 -7%
LI
1860
LRI Investments
Florida
$1M -$26.9K -437 -3%
AF
1861
Advisornet Financial
Minnesota
$1M +$3.14K +51 +0.3%
CCP
1862
Cushing Capital Partners
Wisconsin
$1M +$1M +16,260 New
AGWCA
1863
Annis Gardner Whiting Capital Advisors
Florida
$1M +$1.54K +25 +0.2%
RWPA
1864
Richard W. Paul & Associates
Michigan
$1M -$26.7K -434 -3%
IPW
1865
Impact Partnership Wealth
Georgia
$1M -$415K -6,733 -29%
MDA
1866
Minot DeBlois Advisors
Massachusetts
$998K -$28.9K -469 -3%
NL
1867
Navalign LLC
California
$998K -$37.1K -602 -4%
ACS
1868
Archford Capital Strategies
Illinois
$998K -$71K -1,154 -7%
DWM
1869
Drive Wealth Management
Utah
$998K -$12.3K -199 -1%
FAIM
1870
Financial Advocates Investment Management
Washington
$990K -$2.23M -36,249 -69%
MFF
1871
Michels Family Financial
Texas
$990K +$14K +228 +1%
LWM
1872
Lyell Wealth Management
California
$986K -$18.5K -300 -2%
MCWA
1873
Meadow Creek Wealth Advisors
Georgia
$985K -$4.31K -70 -0.4%
WDC
1874
Woodward Diversified Capital
California
$981K +$36.6K +595 +4%
FC
1875
FCA Corp
Texas
$980K -$10.8K -175 -1%