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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1801
BlueSky Wealth Advisors
North Carolina
$243K +$3.77K +29 +2%
VFP
1802
Verus Financial Partners
Virginia
$243K +$58.9K +453 +31%
CF
1803
Centaurus Financial
California
$242K -$52.4K -403 -18%
SIAS
1804
Shine Investment Advisory Services
Colorado
$242K +$44.4K +342 +22%
LB
1805
Legacy Bridge
Iowa
$241K -$55.6K -428 -19%
FTC
1806
Farmers Trust Company
Ohio
$241K -$520 -4 -0.2%
GAM
1807
Gould Asset Management
California
$241K
PWP
1808
Private Wealth Partners
California
$241K
SIA
1809
Starfire Investment Advisers
Michigan
$241K +$390 +3 +0.2%
GAM
1810
GQ Asset Management
New York
$240K +$201K +1,548 +40%
IWA
1811
Inspirion Wealth Advisors
Illinois
$239K
SFA
1812
Semmax Financial Advisors
North Carolina
$238K -$18.7K -144 -7%
CST
1813
Charles Schwab Trust
Nevada
$238K +$241K +1,855 New
PP
1814
Parplus Partners
New York
$238K +$242K +1,861 New
MCM
1815
MV Capital Management
Maryland
$237K +$36.8K +283 +18%
ACM
1816
Advisors Capital Management
New Jersey
$237K +$240K +1,847 New
AA
1817
Aufman Associates
Pennsylvania
$237K +$240K +1,849 New
WDL
1818
Well Done LLC
Michigan
$235K -$108K -833 -31%
PM
1819
Penbrook Management
New York
$235K
WP
1820
WealthPLAN Partners
Nebraska
$235K +$206K +1,582 New
MPW
1821
Monterey Private Wealth
California
$235K +$238K +1,831 New
GA
1822
Geller Advisors
New York
$234K +$237K +1,823 New
GFP
1823
Gryphon Financial Partners
Ohio
$233K +$16.4K +126 +7%
BFPW
1824
BOK Financial Private Wealth
Colorado
$233K +$236K +1,816 New
AWA
1825
Acorn Wealth Advisors
Michigan
$232K -$26K -200 -10%