Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1426
Berkshire Asset Management
Pennsylvania
$381K -$95.7K -210 -19%
FHA
1427
Flagship Harbor Advisors
Massachusetts
$377K +$119K +261 +41%
APWM
1428
Argonautica Private Wealth Management
Massachusetts
$375K -$911 -2 -0.2%
CCWM
1429
Cassaday & Co Wealth Management
Virginia
$371K +$5.92K +13 +1%
ALAM
1430
Asahi Life Asset Management
Japan
$369K +$402K +882 New
HFBOT
1431
Home Federal Bank of Tennessee
Tennessee
$368K – – –
SG
1432
StoneX Group
New York
$367K +$140K +308 +54%
SWM
1433
SeaCrest Wealth Management
New York
$366K +$2.28K +5 +0.6%
BIP
1434
Blueprint Investment Partners
North Carolina
$364K -$335K -736 -46%
RFA
1435
Resurgent Financial Advisors
Georgia
$363K -$2.28K -5 -0.6%
RDWM
1436
Red Door Wealth Management
Tennessee
$362K +$16.4K +36 +4%
HCA
1437
Hyperion Capital Advisors
New York
$361K – – –
GAM
1438
Gould Asset Management
California
$360K – – –
CFP
1439
Cascade Financial Partners
California
$359K +$7.29K +16 +2%
BFO
1440
Boston Family Office
Massachusetts
$358K – – –
PWM
1441
Power Wealth Management
Georgia
$355K -$26.9K -59 -6%
PHS
1442
Pekin Hardy Strauss
Illinois
$355K – – –
SA
1443
Sovran Advisors
California
$354K +$378K +829 New
QFA
1444
Quantum Financial Advisors
California
$354K – – –
AA
1445
ALPS Advisors
Colorado
$353K -$10K -22 -3%
CB
1446
CNB Bank
Pennsylvania
$352K – – –
CP
1447
Creekside Partners
California
$352K – – –
FAG
1448
Fortitude Advisory Group
Washington
$350K – – –
OWA
1449
Outlook Wealth Advisors
Texas
$350K – – –
CFG
1450
Cooper Financial Group
California
$349K +$52.4K +115 +16%