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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2076
Centric Wealth Management
Illinois
$201K -$61.9K -201 -27%
EAM
2077
Empirical Asset Management
Massachusetts
$201K +$173K +562 New
SNWA
2078
Siligmueller & Norvid Wealth Advisors
Illinois
$200K +$170K +552 New
MWP
2079
Meredith Wealth Planning
Illinois
$200K +$173K +561 New
HBW
2080
Hazlett, Burt & Watson
West Virginia
$200K -$28.9K -94 -14%
WTFG
2081
Wood Tarver Financial Group
Idaho
$200K – – –
DCBT
2082
Dakota Community Bank & Trust
North Dakota
$200K +$14.8K +48 +9%
AW
2083
Avion Wealth
Texas
$198K +$39.1K +127 +30%
LWCFA
2084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$7.08K -23 -4%
PAM
2085
Parvin Asset Management
South Dakota
$189K -$6.16K -20 -4%
PWMA
2086
Pension & Wealth Management Advisors
Massachusetts
$188K -$64.1K -208 -28%
PWA
2087
Provenance Wealth Advisors
Florida
$187K -$4.62K -15 -3%
PSB
2088
Piscataqua Savings Bank
New Hampshire
$184K +$27.7K +90 +21%
BA
2089
Bellwether Advisors
Nebraska
$183K +$43.7K +142 +38%
SIS
2090
Sound Income Strategies
Florida
$182K -$58.2K -189 -27%
AWM
2091
Atticus Wealth Management
Florida
$174K +$150K +487 New
CT
2092
Clearstead Trust
Maine
$174K +$66.8K +217 +81%
GG
2093
Gleason Group
Kentucky
$170K -$12.6K -41 -8%
PWMG
2094
Private Wealth Management Group
New Jersey
$170K +$924 +3 +0.6%
TFIPS
2095
Towarzystwo Funduszy Inwestycyjnych PZU SA
$168K +$27.7K +90 +24%
TC
2096
Truvestments Capital
Florida
$164K -$4.93K -16 -3%
TIM
2097
Tortoise Investment Management
New York
$161K +$4.31K +14 +3%
WPA
2098
Wealth Preservation Advisors
Tennessee
$159K +$2.16K +7 +2%
JGIA
2099
Jackson Grant Investment Advisers
Connecticut
$155K – – –
HWM
2100
Hemington Wealth Management
Virginia
$154K +$1.85K +6 +1%