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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1326
Tompkins Financial
New York
$336K
WAG
1327
Wallace Advisory Group
California
$335K -$257K -3,257 -44%
LA
1328
Legacy Advisors
Pennsylvania
$335K +$72.9K +925 +28%
WFAG
1329
Wescott Financial Advisory Group
Pennsylvania
$335K +$4.42K +56 +1%
FA
1330
Fortis Advisors
Pennsylvania
$333K
GM
1331
GeoWealth Management
Illinois
$332K +$28.5K +362 +9%
HNWA
1332
Henrickson Nauta Wealth Advisors
Michigan
$332K +$324K +4,108 New
PT
1333
Plimoth Trust
Massachusetts
$331K -$21.7K -275 -6%
IPWA
1334
International Private Wealth Advisors
California
$330K +$710 +9 +0.2%
BFS
1335
BridgePort Financial Solutions
Iowa
$329K +$11.5K +146 +4%
PTP
1336
Platform Technology Partners
New York
$329K +$9.46K +120 +3%
NCM
1337
Narwhal Capital Management
Georgia
$328K
AW
1338
Apricus Wealth
South Carolina
$328K -$3.1M -39,325 -90%
HVIA
1339
Hudson Valley Investment Advisors
New York
$327K -$263K -3,338 -45%
CIAS
1340
CFS Investment Advisory Services
New Jersey
$327K +$788 +10 +0.2%
MIC
1341
Means Investment Company
Maine
$326K -$614K -7,793 -65%
NP
1342
Nilsine Partners
Colorado
$326K +$39.6K +502 +14%
WAG
1343
Winthrop Advisory Group
Massachusetts
$326K -$1.02K -13 -0.3%
TGIA
1344
Torrey Growth & Income Advisors
California
$324K -$56.8K -720 -13%
PPW
1345
Parcion Private Wealth
Washington
$324K +$5.99K +76 +2%
VHAM
1346
Van Hulzen Asset Management
California
$323K -$2.68K -34 -0.8%
IF
1347
IRON Financial
Illinois
$323K +$45.7K +580 +17%
KA
1348
Klingman & Associates
New York
$322K +$48.5K +615 +18%
FMLI
1349
Fukoku Mutual Life Insurance
Japan
$322K +$104K +1,315 +48%
DI
1350
Decision Investments
California
$322K +$320K +4,056 New