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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1551
Penobscot Wealth Management
Maine
$398K -$85.6K -280 -19%
CPC
1552
Congress Park Capital
New York
$398K
CWP
1553
Core Wealth Partners
California
$398K
KCMH
1554
Keywise Capital Management (HK)
Hong Kong
$398K
SPWM
1555
Schrum Private Wealth Management
Florida
$398K +$367K +1,200 New
BFA
1556
Beacon Financial Advisory
Ohio
$397K -$23.2K -76 -6%
PTP
1557
Platform Technology Partners
New York
$391K -$1.53K -5 -0.4%
ARC
1558
Advisor Resource Council
Texas
$391K +$361K +1,180 New
PPWM
1559
Paragon Private Wealth Management
Kentucky
$391K +$92.6K +303 +35%
AIM
1560
Anchor Investment Management
South Carolina
$390K +$917 +3 +0.3%
RWP
1561
Ridgecrest Wealth Partners
California
$390K +$30.6K +100 +9%
SOS
1562
Silver Oak Securities
Tennessee
$389K +$97.8K +320 +31%
LWM
1563
Lakeridge Wealth Management
Ohio
$386K +$79.4K +260 +29%
AGWCA
1564
Annis Gardner Whiting Capital Advisors
Florida
$385K -$134K -437 -27%
XF
1565
XML Financial
Maryland
$385K +$19.9K +65 +6%
Financial Engines Advisors
1566
Financial Engines Advisors
California
$385K +$355K +1,162 New
ACC
1567
Acorn Creek Capital
Colorado
$385K -$1.53K -5 -0.4%
AC
1568
ASB Consultores
Florida
$385K -$49.5K -162 -12%
SSW
1569
Stone Summit Wealth
Florida
$385K -$30.6K -100 -8%
LWMM
1570
Legacy Wealth Management (Mississippi)
Mississippi
$385K +$355K +1,161 New
RZH
1571
Relyea Zuckerberg Hanson
Connecticut
$382K +$10.4K +34 +3%
AIM
1572
Athena Investment Management
California
$381K -$15.3K -50 -4%
DFG
1573
Delta Financial Group
New Jersey
$381K +$48.3K +158 +16%
TWA
1574
Tandem Wealth Advisors
Arizona
$379K +$9.47K +31 +3%
SWA
1575
Stratos Wealth Advisors
Ohio
$377K -$8.86K -29 -2%