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Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1801
Journey Strategic Wealth
New Jersey
$316K +$107K +3,269 +47%
TAM
1802
Taurus Asset Management
New York
$316K -$136K -4,150 -29%
AO
1803
Advisor OS
Illinois
$316K -$15.4K -469 -4%
CWM
1804
Connecticut Wealth Management
Connecticut
$315K -$42.9K -1,310 -11%
CP
1805
Canopy Partners
Ohio
$314K -$16.3K -496 -5%
VH
1806
Visionary Horizons
Tennessee
$312K +$688 +21 +0.2%
IWN
1807
Independent Wealth Network
Iowa
$312K +$16.2K +493 +5%
DWM
1808
Dorchester Wealth Management
Quebec, Canada
$311K +$119K +3,625 +56%
SMWM
1809
Silvia McColl Wealth Management
California
$311K +$7.8K +238 +2%
DCM
1810
Dudley Capital Management
Virginia
$311K -$20.3K -620 -6%
SCM
1811
Sterneck Capital Management
Missouri
$311K +$32.9K +1,005 +11%
CWP
1812
Core Wealth Partners
California
$311K +$329K +10,026 New
BCM
1813
Boltwood Capital Management
California
$310K -$69.6K -2,125 -17%
S
1814
Sachetta
Massachusetts
$310K -$30.5K -931 -8%
LA
1815
Legacy Advisors
Pennsylvania
$310K -$1.1M -33,609 -77%
QIM
1816
Quest Investment Management
Oregon
$310K -$13.1K -400 -4%
LOAMU
1817
Lombard Odier Asset Management (USA)
New York
$310K
TSWM
1818
Triangle Securities Wealth Management
North Carolina
$310K -$3.83K -117 -1%
AWM
1819
Aprio Wealth Management
Georgia
$309K +$17.4K +532 +6%
PCG
1820
Prosperity Consulting Group
Maryland
$309K -$950 -29 -0.3%
JWM
1821
Jupiter Wealth Management
Colorado
$307K
VST
1822
Van Strum & Towne
California
$307K
SMA
1823
Seven Mile Advisory
New Jersey
$307K -$131K -4,005 -29%
LAM
1824
Lakewood Asset Management
Illinois
$307K -$1.19M -36,337 -79%
AA
1825
Aire Advisors
California
$307K +$852 +26 +0.3%