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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
726
Tranquilli Financial Advisor
New Jersey
$345K -$31.1K -137 -8%
MWM
727
Mission Wealth Management
California
$343K +$12K +53 +3%
CFFP
728
Center for Financial Planning
Michigan
$341K +$1.82K +8 +0.5%
CP
729
Cumberland Partners
Ontario, Canada
$337K -$44.3K -195 -11%
KPWS
730
Kestra Private Wealth Services
Texas
$336K +$13.6K +60 +4%
OR
731
Olympiad Research
Connecticut
$333K +$154K +679 +76%
EWA
732
EverSource Wealth Advisors
Alabama
$332K +$15.9K +70 +5%
MIM
733
MTM Investment Management
South Carolina
$331K +$4.77K +21 +1%
CA
734
Continuum Advisory
Idaho
$325K +$11.1K +49 +3%
GIA
735
Gladstone Institutional Advisory
Florida
$325K -$5.22K -23 -1%
AWM
736
Angeles Wealth Management
California
$325K +$2.04K +9 +0.6%
FTWA
737
Fifth Third Wealth Advisors
Ohio
$324K +$348K +1,534 New
CI
738
CX Institutional
Indiana
$324K +$17K +75 +5%
CCA
739
Checchi Capital Advisers
California
$321K -$11.1K -49 -3%
MC
740
Machina Capital
France
$321K +$344K +1,516 New
CI
741
Clal Insurance
Israel
$317K +$341K +1,500 New
STA
742
Summit Trail Advisors
New York
$317K -$8.86K -39 -3%
T. Rowe Price Investment Management
743
T. Rowe Price Investment Management
Maryland
$314K +$125K +549 +59%
GA
744
Geller Advisors
New York
$312K +$1.14K +5 +0.3%
BP
745
Ballentine Partners
Massachusetts
$304K +$3.63K +16 +1%
NRW
746
Nova R Wealth
Kansas
$304K
PWPS
747
Pinnacle Wealth Planning Services
Ohio
$303K +$3.86K +17 +1%
MYIA
748
Mount Yale Investment Advisors
Colorado
$299K +$8.41K +37 +3%
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$299K -$5.68K -25 -2%
LRIA
750
Leonard Rickey Investment Advisors
Washington
$298K +$79.5K +350 +33%