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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1901
Whalerock Point Partners
Rhode Island
$383K +$252K +1,270 New
ACM
1902
Andina Capital Management
Utah
$382K -$386K -1,944 -61%
TWM
1903
Topsail Wealth Management
North Carolina
$380K +$250K +1,260 New
FCM
1904
Fortis Capital Management
Washington
$379K +$250K +1,257 New
HWA
1905
Heritage Wealth Advisors
Virginia
$377K – – –
P
1906
Palladiem
Pennsylvania
$377K +$51.6K +260 +26%
MPPW
1907
Mitchell & Pahl Private Wealth
Oklahoma
$377K +$248K +1,250 New
WCCM
1908
Willow Creek Capital Management
Montana
$377K +$248K +1,250 New
SA
1909
Skyline Advisors
Washington
$376K -$26.8K -135 -10%
SRC
1910
Sage Rhino Capital
California
$375K +$247K +1,243 New
FCMA
1911
Foresight Capital Management Advisors
Michigan
$375K -$45.3K -228 -16%
AIC
1912
Allodium Investment Consultants
Minnesota
$374K +$246K +1,240 New
SIA
1913
SGL Investment Advisors
Montana
$373K +$384K +1,934 New
OBWG
1914
Onyx Bridge Wealth Group
New York
$372K +$245K +1,232 New
PA
1915
Prairie Advisory
Kansas
$371K +$244K +1,231 New
FAM
1916
Forte Asset Management
New York
$371K +$244K +1,230 New
GFPC
1917
Global Financial Private Client
Florida
$370K +$243K +1,225 New
SEA
1918
Stegent Equity Advisors
Texas
$369K +$243K +1,223 New
MSWM
1919
Mowery & Schoenfeld Wealth Management
Illinois
$368K – – –
KFI
1920
Key Financial Inc
Pennsylvania
$368K – – –
PWM
1921
Puff Wealth Management
New Jersey
$367K +$242K +1,217 New
CFO
1922
Collective Family Office
Pennsylvania
$365K +$240K +1,211 New
BPWM
1923
Badgley Phelps Wealth Managers
Washington
$365K +$240K +1,210 New
PB
1924
Pinnacle Bancorp
Nebraska
$365K – – –
CPA
1925
Cardiff Park Advisors
California
$365K +$240K +1,210 New