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Name Holding Trade Value Shares
Change
Change in
Stake
SW
801
SteelPeak Wealth
California
$262K +$56.9K +5,828 +29%
RWP
802
Ridgecrest Wealth Partners
California
$262K +$2.47K +253 +1%
AAS
803
Annex Advisory Services
Wisconsin
$261K -$85.3K -8,729 -25%
PW
804
Potentia Wealth
California
$259K -$87.9K -8,996 -26%
WWM
805
Western Wealth Management
Colorado
$258K -$218K -22,370 -47%
GAM
806
Grandview Asset Management
Pennsylvania
$258K -$13.6K -1,396 -5%
RFM
807
Royal Fund Management
Florida
$257K +$1.47K +150 +0.6%
PWPS
808
Pinnacle Wealth Planning Services
Ohio
$257K +$5.34K +547 +2%
WTB
809
Washington Trust Bank
Washington
$256K +$250K +25,571 New
WCM
810
Weaver Capital Management
Georgia
$255K -$125K -12,831 -34%
MIA
811
MeadowBrook Investment Advisors
Michigan
$255K +$99.1K +10,150 +66%
OC
812
Optima Capital
Oregon
$255K +$30.9K +3,162 +14%
CAM
813
Carret Asset Management
New York
$254K -$29.4K -3,010 -11%
Empower Advisory Group
814
Empower Advisory Group
Colorado
$254K +$33.3K +3,405 +16%
DWP
815
Daymark Wealth Partners
Ohio
$254K -$87.1K -8,916 -26%
BLC
816
Brown, Lisle/Cummings
Rhode Island
$253K -$48.8K -5,000 -17%
LS
817
Livforsakringsbolaget Skandia
Sweden
$252K
SWA
818
Sax Wealth Advisors
New Jersey
$252K -$29.9K -3,063 -11%
ANTB
819
AMG National Trust Bank
Colorado
$252K
SWM
820
Sculati Wealth Management
Michigan
$252K -$48.3K -4,950 -16%
GFG
821
Greystone Financial Group
Michigan
$250K +$2.13K +218 +0.9%
GWP
822
Gateway Wealth Partners
Wisconsin
$250K -$3.31K -339 -1%
AWAP
823
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K
MFG
824
MidWestOne Financial Group
Iowa
$249K +$32K +3,276 +15%
FIC
825
Family Investment Center
Missouri
$249K -$9.78K -1,001 -4%