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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
926
Revolve Wealth Partners
New Jersey
$336K +$361K +1,914 New
TFA
927
Transamerica Financial Advisors
Florida
$335K -$86.9K -461 -19%
EC
928
Enhancing Capital
Pennsylvania
$335K +$45.1K +239 +14%
BWL
929
Bogart Wealth LLC
Virginia
$335K +$3.96K +21 +1%
IP
930
Ignite Planners
California
$333K +$10.7K +57 +3%
NP
931
NorthRock Partners
Minnesota
$332K -$566 -3 -0.2%
MWM
932
Mission Wealth Management
California
$330K -$161K -855 -31%
CA
933
Calton & Associates
Florida
$329K +$354K +1,877 New
HCM
934
Hall Capital Management
Rhode Island
$329K
CT
935
Chicago Trust
Illinois
$328K +$47.3K +251 +15%
PWP
936
Principle Wealth Partners
Connecticut
$328K
MAA
937
Mraz Amerine & Associates
California
$326K -$47.9K -254 -12%
TA
938
Townsend & Associates
Colorado
$326K
PA
939
Pinnacle Associates
New York
$326K -$24.7K -131 -7%
DO
940
denkapparat Operations
Germany
$325K +$350K +1,854 New
SCA
941
Sippican Capital Advisors
Massachusetts
$325K
CIAS
942
Capital Investment Advisory Services
North Carolina
$324K +$22.3K +118 +7%
PA
943
Profund Advisors
Maryland
$322K -$38.7K -205 -10%
PCM
944
Parsons Capital Management
Rhode Island
$321K
WFI
945
West Family Investments
California
$320K -$8.49K -45 -2%
WTB
946
Washington Trust Bank
Washington
$319K +$146K +776 +75%
CC
947
Courier Capital
New York
$318K -$2.07K -11 -0.6%
GD
948
Grandfield & Dodd
New York
$314K
VIM
949
VELA Investment Management
Ohio
$314K +$337K +1,787 New
RWA
950
Rooted Wealth Advisors
Illinois
$311K +$40.9K +217 +14%