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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2926
Steinberganna Wealth Management
New York
$321K +$499 +1 +0.2%
GWMIA
2927
Global Wealth Management Investment Advisory
Florida
$320K -$82.8K -166 -21%
TFA
2928
Tranquilli Financial Advisor
New Jersey
$320K +$32.4K +65 +12%
TWM
2929
Topsail Wealth Management
North Carolina
$319K -$2.99K -6 -1%
PCM
2930
Polymer Capital Management
New York
$319K +$310K +622 New
TPF
2931
Tribridge Partners Financial
Maryland
$319K
BC
2932
Brio Consultants
California
$318K +$47.4K +95 +18%
IA
2933
IFG Advisors
Missouri
$318K
MWP
2934
Meridian Wealth Partners
Pennsylvania
$317K +$2.49K +5 +0.8%
ES
2935
Eagle Strategies
New York
$317K +$7.98K +16 +3%
CWWM
2936
Clear Wave Wealth Management
New Jersey
$317K +$3.49K +7 +1%
SIM
2937
SSI Investment Management
California
$317K
AIA
2938
AIMZ Investment Advisors
California
$317K
LDB
2939
Lee, Danner & Bass
Tennessee
$316K -$28.9K -58 -9%
UBV
2940
United Bank (Virginia)
Virginia
$316K -$13.5K -27 -4%
OWCM
2941
One Wealth Capital Management
Arizona
$315K +$306K +614 New
CFM
2942
Cornerstone Financial Management
Massachusetts
$315K +$16.5K +33 +6%
GIP
2943
Greatmark Investment Partners
Georgia
$314K
SPI
2944
Sutton Place Investors
New York
$313K -$19.4K -39 -6%
PWP
2945
Precedent Wealth Partners
Texas
$313K +$63.8K +128 +27%
TVAMP
2946
Tennessee Valley Asset Management Partners
Tennessee
$312K -$38.9K -78 -11%
B
2947
Barings
North Carolina
$311K +$19.9K +40 +7%
SPW
2948
Stillwater Private Wealth
Pennsylvania
$311K -$997 -2 -0.4%
MPIA
2949
Mountain Pacific Investment Advisers
Idaho
$310K
FFW
2950
Fusion Family Wealth
New York
$309K