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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1751
Apexium Financial
Texas
$351K +$12.9K +42 +4%
MKA
1752
M. Kulyk & Associates
Georgia
$350K
MBTD
1753
Mechanics Bank - Trust Department
California
$350K +$15.4K +50 +5%
FCM
1754
Fourpath Capital Management
Oklahoma
$350K -$16.3K -53 -5%
HR
1755
Howe & Rusling
New York
$350K +$34.2K +111 +13%
PA
1756
Probity Advisors
Texas
$349K -$924 -3 -0.3%
LWM
1757
Lyell Wealth Management
California
$348K +$9.24K +30 +3%
FAFN
1758
First Affirmative Financial Network
Colorado
$348K -$39.1K -127 -12%
OP
1759
ORG Partners
Indiana
$347K +$51.7K +168 +21%
CCG
1760
Catalina Capital Group
California
$347K -$99.2K -322 -25%
FWM
1761
Forza Wealth Management
Florida
$347K -$3.7K -12 -1%
BP
1762
BWM Planning
Texas
$345K +$7.08K +23 +2%
PEA
1763
Park Edge Advisors
Ohio
$343K -$495K -1,607 -63%
CPRC
1764
Consolidated Portfolio Review Corp
New York
$342K +$5.24K +17 +2%
CPW
1765
Cove Private Wealth
New York
$341K +$294K +956 New
IWP
1766
Invenio Wealth Partners
Florida
$339K +$66.2K +215 +29%
TDC
1767
Thompson Davis & Co
Virginia
$339K -$123K -400 -30%
BOM
1768
Bank of Marin
California
$339K +$26.8K +87 +10%
EFA
1769
Evernest Financial Advisors
Indiana
$338K +$292K +948 New
CIS
1770
Capital International Sarl
California
$338K +$26.5K +86 +10%
RIA
1771
Regal Investment Advisors
Michigan
$337K -$875K -2,840 -75%
TF
1772
Tudor Financial
Ohio
$337K +$31.4K +102 +12%
JCM
1773
Jacobsen Capital Management
Utah
$337K +$57.3K +186 +25%
BWM
1774
BKM Wealth Management
Wisconsin
$336K -$308 -1 -0.1%
RWM
1775
RMG Wealth Management
Wisconsin
$336K +$271K +879 New