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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
3351
Abacus Wealth Partners
California
$285K +$9.12K +25 +4%
FWM
3352
FMB Wealth Management
California
$285K +$1.46K +4 +0.6%
TLCM
3353
Twin Lakes Capital Management
California
$285K – – –
CA
3354
Cortland Associates
Missouri
$285K +$729 +2 +0.3%
W
3355
WealthCollab
Washington
$284K +$4.74K +13 +2%
SA
3356
Sicart Associates
New York
$284K – – –
ES
3357
Eagle Strategies
New York
$283K +$4.38K +12 +2%
FWM
3358
FFT Wealth Management
Pennsylvania
$283K +$254K +697 New
SL
3359
Salomon & Ludwin
Virginia
$282K -$4.38K -12 -2%
DC
3360
Dorval Corp
Minnesota
$282K +$729 +2 +0.3%
SPA
3361
Sherbrooke Park Advisers
New York
$282K +$254K +696 New
HWP
3362
Heritage Wealth Partners
Ohio
$282K -$104K -284 -29%
TA
3363
TrueWealth Advisors
Alabama
$282K -$72.2K -198 -22%
SAM
3364
Smithbridge Asset Management
Pennsylvania
$282K – – –
ACA
3365
Aspire Capital Advisors
Washington
$281K +$6.2K +17 +3%
KCIC
3366
Kuhn & Co Investment Counsel
Illinois
$281K +$729 +2 +0.3%
MWAM
3367
Manhattan West Asset Management
California
$280K +$19.7K +54 +8%
FPIS
3368
Financial Planning & Information Services
Wisconsin
$280K +$37.2K +102 +17%
MAM
3369
Milestone Asset Management
Pennsylvania
$280K +$2.55K +7 +1%
VFPW
3370
Vantage Financial Partners (Wisconsin)
Wisconsin
$280K +$252K +691 New
IDBONY
3371
Israel Discount Bank of New York
New York
$280K -$9.48K -26 -4%
RDFA
3372
Ritter Daniher Financial Advisory
Ohio
$280K – – –
IAG
3373
Investment Advisory Group
Massachusetts
$279K +$10.9K +30 +5%
WFA
3374
Woodward Financial Advisors
North Carolina
$279K +$3.65K +10 +1%
KWA
3375
Kellett Wealth Advisors
Ohio
$279K +$251K +689 New