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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2151
MJP Associates
Connecticut
$734K +$25K +407 +4%
NAS
2152
NWF Advisory Services
California
$733K +$31.5K +512 +5%
SP
2153
Stonebrook Private
Michigan
$733K -$25.1K -408 -4%
SFC
2154
Swisher Financial Concepts
Ohio
$731K +$1.91K +31 +0.3%
VAM
2155
Verity Asset Management
North Carolina
$727K -$22.6K -368 -3%
SC
2156
Scratch Capital
Idaho
$726K – – –
LGA
2157
Lebenthal Global Advisors
New York
$725K -$16.8K -274 -3%
EBT
2158
Enterprise Bank & Trust
Massachusetts
$725K +$50.8K +827 +9%
BWAM
2159
Boyd Watterson Asset Management
Ohio
$725K +$9.34K +152 +1%
PRTG
2160
Post Resch Tallon Group
New York
$724K +$23.1K +376 +4%
SWM
2161
Seed Wealth Management
Illinois
$724K -$22.2K -362 -3%
HBW
2162
Hazlett, Burt & Watson
West Virginia
$720K +$5.65K +92 +0.9%
MWM
2163
Manske Wealth Management
Texas
$718K +$49.2K +800 +8%
Anchor Capital Advisors
2164
Anchor Capital Advisors
Massachusetts
$718K -$3.69K -60 -0.6%
Obermeyer Wealth Partners
2165
Obermeyer Wealth Partners
Colorado
$716K -$25.6K -417 -4%
PA
2166
Parkside Advisors
California
$716K – – –
Capstone Investment Advisors
2167
Capstone Investment Advisors
New York
$716K -$71.2K -1,158 -10%
BFWA
2168
Benchmark Financial Wealth Advisors
Florida
$715K -$97.5K -1,587 -13%
LWM
2169
LeConte Wealth Management
Tennessee
$714K +$248K +4,030 +64%
KA
2170
KDT Advisors
New York
$713K -$307K -5,000 -33%
JWBC
2171
J.W. Burns & Co
New York
$713K -$37.2K -606 -6%
SPW
2172
Sonoma Private Wealth
California
$713K -$28.3K -460 -4%
DCA
2173
DSG Capital Advisors
Minnesota
$711K – – –
TFF
2174
The Family Firm
Maryland
$711K +$983 +16 +0.2%
FPCP
2175
Fort Point Capital Partners
California
$711K -$11.7K -191 -2%