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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2826
Wealth Advisors
California
$233K +$20.4K +134 +9%
MWA
2827
Miller Wealth Advisors
Colorado
$232K
CPC
2828
Congress Park Capital
New York
$231K -$606K -3,975 -71%
GA
2829
Geller Advisors
New York
$231K -$56K -367 -19%
MAM
2830
McCarthy Asset Management
California
$231K -$36.1K -237 -13%
OBWP
2831
O'Brien Wealth Partners
Massachusetts
$231K +$3.35K +22 +1%
WW
2832
Westshore Wealth
California
$230K
TF
2833
TimeScale Financial
Massachusetts
$230K +$19.4K +127 +9%
TAM
2834
Tucker Asset Management
Colorado
$229K +$28.8K +189 +18%
SAM
2835
Sequent Asset Management
Texas
$228K -$12.2K -80 -5%
TIA
2836
Tiemann Investment Advisors
California
$227K -$153K -1,000 -39%
AFAS
2837
Acorn Financial Advisory Services
Virginia
$227K -$12.8K -84 -5%
IAP
2838
Indie Asset Partners
Indiana
$227K
BA
2839
Bluesphere Advisors
Pennsylvania
$226K
SWRP
2840
Summit Wealth & Retirement Planning
California
$226K +$153 +1 +0.1%
SWM
2841
Selective Wealth Management
Virginia
$226K +$1.37K +9 +0.6%
FB
2842
First Bancorp
Maine
$226K +$3.81K +25 +2%
OTL
2843
Oak Thistle LLC
New York
$226K +$16.8K +110 +8%
JF
2844
Joule Financial
Kentucky
$226K +$20.3K +133 +9%
CIS
2845
Continental Investors Services
Washington
$225K +$153 +1 +0.1%
AWA
2846
Aaron Wealth Advisors
Illinois
$225K +$238K +1,563 New
PWA
2847
PCG Wealth Advisors
Kansas
$225K +$241K +1,580 New
ACA
2848
Atlas Capital Advisors
Wyoming
$225K -$22.9K -150 -9%
FA
2849
Faithward Advisors
Pennsylvania
$224K -$2.75K -18 -1%
OCPWS
2850
One Charles Private Wealth Services
Massachusetts
$224K +$1.22K +8 +0.5%