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Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
2351
Silvia McColl Wealth Management
California
$443K +$21.4K +205 +6%
RPCONE
2352
Retirement Planning Company of New England
Rhode Island
$442K -$359K -3,437 -49%
PPP
2353
Private Portfolio Partners
New Jersey
$442K +$19.3K +185 +5%
GCS
2354
Gordian Capital (Singapore)
Singapore
$442K -$1.27M -12,160 -77%
SPWG
2355
Sage Private Wealth Group
Illinois
$441K +$46.5K +445 +14%
MCM
2356
MV Capital Management
Maryland
$441K -$754K -7,214 -67%
SWS
2357
SYSTM Wealth Solutions
Illinois
$441K +$49.7K +476 +15%
SICM
2358
Sustainable Insight Capital Management
New York
$440K +$376K +3,600 New
JWWM
2359
Johnson & White Wealth Management
Pennsylvania
$440K +$77.3K +740 +26%
CCM
2360
Cohen Capital Management
California
$439K +$79.5K +761 +27%
WCM
2361
Wedge Capital Management
North Carolina
$439K -$15.1K -145 -4%
AA
2362
Aufman Associates
Pennsylvania
$438K
SFS
2363
Security Financial Services
Indiana
$437K +$2.3K +22 +0.6%
IWA
2364
IVC Wealth Advisors
Pennsylvania
$437K -$37.1K -355 -9%
WI
2365
WrapManager Inc
California
$436K +$96K +919 +35%
TCA
2366
Trifecta Capital Advisors
Illinois
$435K -$51.9K -497 -12%
OCM
2367
Osterweis Capital Management
California
$433K -$9.4K -90 -2%
UFF
2368
USA Financial Formulas
Michigan
$432K +$369K +3,534 New
BMO
2369
Beck Mack & Oliver
New York
$432K -$62.7K -600 -15%
AA
2370
AlphaQ Advisors
Florida
$431K +$5.54K +53 +2%
MIM
2371
Miller Investment Management
Pennsylvania
$431K
GFG
2372
Goldstone Financial Group
Illinois
$430K +$13.5K +129 +4%
DWP
2373
Destiny Wealth Partners
Florida
$430K +$10.2K +98 +3%
JWBC
2374
John W. Bristol & Co
New York
$430K
FWP
2375
Firethorn Wealth Partners
Georgia
$428K -$7.31K -70 -2%