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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
776
D'Orazio & Associates
Virginia
$284K +$15.4K +486 +6%
PPWP
777
Premier Path Wealth Partners
New Jersey
$284K +$24.9K +785 +11%
MAWA
778
Moss Adams Wealth Advisors
Washington
$282K +$25.9K +815 +11%
SIA
779
SeaBridge Investment Advisors
New Jersey
$280K
HCA
780
Hyperion Capital Advisors
New York
$280K
SCM
781
Sterneck Capital Management
Missouri
$278K -$8.06K -254 -3%
AWA
782
Aaron Wealth Advisors
Illinois
$278K +$5.9K +186 +2%
RWA
783
River Wealth Advisors
Pennsylvania
$277K +$1.59K +50 +0.6%
HGWM
784
Horst & Graben Wealth Management
Oregon
$277K -$21.3K -672 -8%
FL
785
Fort LP
Maryland
$277K +$24.4K +768 +11%
CRC
786
Curi RMB Capital
Illinois
$275K -$1.46K -46 -0.6%
FFG
787
Fiduciary Financial Group
California
$275K +$229K +7,224 New
WFA
788
WMG Financial Advisors
Tennessee
$274K +$9.99K +315 +4%
H
789
HoyleCohen
California
$274K +$28.7K +904 +13%
BIA
790
Barry Investment Advisors
Massachusetts
$273K +$381 +12 +0.2%
PWPS
791
Pinnacle Wealth Planning Services
Ohio
$272K -$127 -4 -0.1%
PWM
792
Perigon Wealth Management
California
$271K +$10.9K +345 +5%
Marshall Wace
793
Marshall Wace
United Kingdom
$269K +$244K +7,695 New
SVWAG
794
Sound View Wealth Advisors Group
Georgia
$269K +$21.2K +669 +10%
IPWA
795
International Private Wealth Advisors
California
$269K -$62.4K -1,965 -20%
PT
796
Plimoth Trust
Massachusetts
$268K -$4.76K -150 -2%
ANBT
797
American National Bank & Trust
Texas
$267K -$12.7K -400 -5%
AA
798
Auxano Advisors
Washington
$267K +$16.3K +514 +7%
WPW
799
Waldron Private Wealth
Pennsylvania
$266K +$7.2K +227 +3%
CAS
800
Coppell Advisory Solutions
Texas
$265K +$240K +7,577 New