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Name Holding Trade Value Shares
Change
Change in
Stake
KWS
3201
Keystone Wealth Services
California
$202K +$198K +383 New
RSWA
3202
Robinson Smith Wealth Advisors
Maine
$202K -$861K -1,664 -81%
ACM
3203
Argyle Capital Management
Pennsylvania
$202K +$198K +383 New
MPW
3204
Monterey Private Wealth
California
$201K +$198K +382 New
PCM
3205
Polymer Capital Management
New York
$201K +$198K +382 New
SIA
3206
Schear Investment Advisers
Ohio
$201K +$198K +382 New
APW
3207
Aurora Private Wealth
New Jersey
$201K +$198K +383 New
HNW
3208
High Note Wealth
Minnesota
$201K +$197K +381 New
BHBT
3209
Burke & Herbert Bank & Trust
Virginia
$201K -$31.1K -60 -14%
BBPWM
3210
Blue Bell Private Wealth Management
Pennsylvania
$200K -$2.59K -5 -1%
BWA
3211
BlueSky Wealth Advisors
North Carolina
$200K +$197K +380 New
HA
3212
HFG Advisors
Ohio
$200K +$197K +380 New
IWP
3213
Innova Wealth Partners
Pennsylvania
$200K +$197K +380 New
WA
3214
Whipplewood Advisors
Colorado
$198K +$195K +376 New
BTC
3215
Bank & Trust Company
Illinois
$195K – – –
STB
3216
S&T Bank
Pennsylvania
$194K +$191K +369 New
ME
3217
McIlrath & Eck
Washington
$194K -$25.9K -50 -12%
VHAM
3218
Van Hulzen Asset Management
California
$193K +$190K +367 New
BCM
3219
Blume Capital Management
California
$192K -$8.28K -16 -4%
WWM
3220
Wolff Wiese Magana
California
$190K -$7.76K -15 -4%
EBA
3221
Eagle Bay Advisors
New York
$190K -$63.2K -122 -25%
LD
3222
Lipe & Dalton
New York
$190K -$288K -556 -61%
PWMG
3223
Private Wealth Management Group
New Jersey
$187K – – –
AW
3224
Avion Wealth
Texas
$186K +$111K +215 +155%
MFA
3225
McClarren Financial Advisors
Pennsylvania
$184K -$74K -143 -29%