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Name Holding Trade Value Shares
Change
Change in
Stake
TAFW
1601
Tred Avon Family Wealth
Maryland
$355K +$1.74K +46 +0.5%
TTWM
1602
TCV Trust & Wealth Management
Virginia
$355K +$22.7K +600 +7%
GH
1603
GAM Holding
Switzerland
$353K -$771K -20,425 -68%
PCA
1604
Prosperity Capital Advisors
Ohio
$353K +$361K +9,571 New
VCP
1605
Verus Capital Partners
Arizona
$352K +$64K +1,695 +22%
FWA
1606
FSM Wealth Advisors
Ohio
$350K +$120K +3,185 +51%
BLAM
1607
Bourne Lent Asset Management
New York
$349K – – –
NGA
1608
Naples Global Advisors
Florida
$349K -$5.85K -155 -2%
AIM
1609
Aigen Investment Management
New York
$349K +$357K +9,462 New
OFG
1610
Oxford Financial Group
Indiana
$349K -$31.1K -824 -8%
SC
1611
Steph & Co
Wisconsin
$348K -$39.6K -1,048 -10%
ISWM
1612
Intesa Sanpaolo Wealth Management
$348K +$356K +9,439 New
RCYC
1613
Richard C. Young & Co
Rhode Island
$348K -$4.15K -110 -1%
OWM
1614
Opes Wealth Management
California
$348K -$54K -1,431 -13%
Facet Wealth Inc
1615
Facet Wealth Inc
Maryland
$348K +$269K +7,128 New
AF
1616
Advisornet Financial
Minnesota
$347K +$5.63K +149 +2%
TC
1617
TownSquare Capital
Utah
$347K -$133K -3,513 -27%
GFA
1618
Gallagher Fiduciary Advisors
Illinois
$347K +$18.3K +485 +5%
E
1619
Evansbrook
Illinois
$345K +$353K +9,343 New
MSA
1620
Marino Stram & Associates
Massachusetts
$344K -$17.2K -456 -5%
PT
1621
Plimoth Trust
Massachusetts
$344K -$112K -2,958 -24%
RCWM
1622
Red Crane Wealth Management
California
$344K -$151K -4,000 -30%
LA
1623
LVW Advisors
New York
$343K +$14.7K +388 +4%
TFIPS
1624
Towarzystwo Funduszy Inwestycyjnych PZU SA
$343K +$37.8K +1,000 +12%
KFA
1625
Kelleher Financial Advisors
New York
$343K – – –