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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
851
Waldron Private Wealth
Pennsylvania
$223K +$16.1K +436 +8%
NL
852
NWAM LLC
Washington
$223K +$226K +6,132 New
OIA
853
OneDigital Investment Advisors
Kansas
$223K +$227K +6,138 New
RF
854
RHS Financial
California
$221K – – –
SG
855
Stonnington Group
California
$221K +$10.7K +290 +5%
KFI
856
Key Financial Inc
Pennsylvania
$220K – – –
WSFS
857
Wilmington Savings Fund Society
Delaware
$220K – – –
BFA
858
Beaumont Financial Advisors
Massachusetts
$220K +$1.15K +31 +0.5%
HW
859
Hancock Whitney
Mississippi
$219K +$14.8K +400 +7%
GIA
860
Guyasuta Investment Advisors
Pennsylvania
$216K – – –
Kovitz Investment Group Partners
861
Kovitz Investment Group Partners
Illinois
$214K -$1.23M -33,340 -85%
Pzena Investment Management
862
Pzena Investment Management
New York
$213K – – –
TWM
863
Titus Wealth Management
California
$213K +$1.33K +36 +0.6%
MPW
864
Monterey Private Wealth
California
$212K +$202K +5,457 New
FDS
865
Freedom Day Solutions
Texas
$211K +$214K +5,804 New
WW
866
Westshore Wealth
California
$209K +$8.01K +217 +4%
SWP
867
Summit Wealth Partners
Florida
$205K – – –
SSW
868
Stone Summit Wealth
Florida
$204K +$212K +5,743 New
SFG
869
StrategIQ Financial Group
Indiana
$203K +$960 +26 +0.5%
EGA
870
E&G Advisors
Texas
$202K – – –
IDA
871
Intelligence Driven Advisers
California
$201K +$185K +5,020 New
HPWM
872
Highland Private Wealth Management
Washington
$200K -$1.66K -45 -0.8%
WA
873
Wealth Architects
California
$200K +$204K +5,521 New
WBC
874
West Branch Capital
Massachusetts
$194K – – –
GCM
875
Gables Capital Management
Florida
$191K – – –