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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1351
Soltis Investment Advisors
Utah
$263K +$258K +994 New
WP
1352
WealthShield Partners
North Carolina
$262K +$3.9K +15 +2%
MA
1353
MONECO Advisors
Connecticut
$262K +$4.94K +19 +2%
PWMG
1354
Prestige Wealth Management Group
New Jersey
$258K +$12.7K +49 +5%
ATC
1355
Adirondack Trust Company
New York
$255K +$6.76K +26 +3%
GPA
1356
Garrison Point Advisors
California
$254K
IAN
1357
Integrated Advisors Network
Texas
$253K -$7.28K -28 -3%
MHR
1358
Matthew Hamilton Rosenberg
$249K +$780 +3 +0.3%
BFA
1359
Bill Few Associates
Pennsylvania
$248K
APW
1360
Aurora Private Wealth
New Jersey
$247K +$5.46K +21 +2%
PFGIA
1361
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$1.3K +5 +0.5%
EWM
1362
Executive Wealth Management
Michigan
$246K -$45.5K -175 -16%
BL
1363
BFSG LLC
California
$246K +$241K +927 New
EWA
1364
Encompass Wealth Advisors
Oregon
$245K
GCA
1365
Gradient Capital Advisors
California
$245K
AWA
1366
AmeriServ Wealth Advisors
Pennsylvania
$244K +$240K +922 New
TSWM
1367
Triangle Securities Wealth Management
North Carolina
$244K -$2.6K -10 -1%
NRI
1368
NFP Retirement Inc
California
$243K -$1.3K -5 -0.5%
WP
1369
Westmount Partners
California
$243K +$238K +917 New
EP
1370
Eudaimonia Partners
Tennessee
$243K +$260 +1 +0.1%
KI
1371
Kapitalo Investimentos
Brazil
$241K +$106K +408 +81%
AWM
1372
Axxcess Wealth Management
California
$240K +$236K +906 New
MCA
1373
MSH Capital Advisors
Arizona
$239K +$234K +900 New
CIG
1374
Cascade Investment Group
Colorado
$238K -$13K -50 -5%
LWM
1375
Lyell Wealth Management
California
$236K