Name Holding Trade Value Shares
Change
Change in
Stake
TSS
901
Two Sigma Securities
New York
$310K -$4.03K -18 -1%
BIM
902
Baldwin Investment Management
Pennsylvania
$309K -$896 -4 -0.3%
AWM
903
Accurate Wealth Management
Florida
$309K +$309K +1,381 New
PWMAG
904
Pinnacle Wealth Management Advisory Group
New Jersey
$308K -$60.3K -269 -16%
BWL
905
Bogart Wealth LLC
Virginia
$308K +$10.5K +47 +3%
CWM
906
Connecticut Wealth Management
Connecticut
$307K +$312K +1,391 New
CI
907
Conning Inc
Connecticut
$306K -$28.7K -128 -8%
YWP
908
YorkBridge Wealth Partners
New York
$306K – – –
SFO
909
Stokes Family Office
Louisiana
$306K +$25.8K +115 +9%
VDI
910
Vaughan David Investments
Illinois
$305K – – –
LWM
911
Laidlaw Wealth Management
New York
$300K +$305K +1,360 New
CIA
912
Choate Investment Advisors
Massachusetts
$300K +$305K +1,361 New
TCM
913
Teza Capital Management
Illinois
$299K -$1.31M -5,835 -81%
DWP
914
Destiny Wealth Partners
Florida
$299K +$78.9K +352 +35%
MA
915
MUFG Americas
New York
$298K -$48.2K -215 -14%
KIG
916
Kowal Investment Group
Wisconsin
$297K +$60.7K +271 +25%
CPIG
917
Chicago Partners Investment Group
Illinois
$296K +$5.16K +23 +2%
TPWA
918
TRUE Private Wealth Advisors
Oregon
$296K +$6.72K +30 +2%
VWM
919
Valley Wealth Managers
New Jersey
$295K -$896 -4 -0.3%
MJRIC
920
Mogy Joel R Investment Counsel
California
$294K – – –
BWM
921
BCGM Wealth Management
Indiana
$294K +$1.34K +6 +0.5%
CG
922
Colony Group
Massachusetts
$293K – – –
RWA
923
River Wealth Advisors
Pennsylvania
$293K – – –
KCM
924
Kornitzer Capital Management
Kansas
$290K – – –
BFA
925
Beaumont Financial Advisors
Massachusetts
$289K – – –