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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1576
Curated Wealth Partners
California
$1.26M – – –
CFO
1577
CVA Family Office
Colorado
$1.25M +$48.7K +134 +4%
WP
1578
WealthSource Partners
California
$1.25M -$24.3K -67 -2%
SB
1579
Strategic Blueprint
Georgia
$1.25M +$17.4K +48 +1%
BOPW
1580
Brandywine Oak Private Wealth
Pennsylvania
$1.25M -$21.8K -60 -2%
CF
1581
Cantor Fitzgerald
New York
$1.25M +$992K +2,732 +393%
JWCA
1582
J.W. Cole Advisors
Florida
$1.24M +$73.7K +203 +6%
IAS
1583
Insigneo Advisory Services
Florida
$1.24M +$363 +1 +0%
4WM
1584
4J Wealth Management
Virginia
$1.24M -$120K -330 -9%
AAP
1585
Arax Advisory Partners
Colorado
$1.23M -$75.2K -207 -6%
SI
1586
Scharf Investments
California
$1.23M -$18.2K -50 -1%
SAM
1587
Steinberg Asset Management
New York
$1.23M -$11.6K -32 -0.9%
PP
1588
PDS Planning
Ohio
$1.23M +$400K +1,102 +48%
BFA
1589
Beaumont Financial Advisors
Massachusetts
$1.23M +$12.3K +34 +1%
WCM
1590
Whitener Capital Management
North Carolina
$1.22M – – –
KP
1591
Keel Point
Alabama
$1.22M +$49.8K +137 +4%
SAM
1592
Sompo Asset Management
Japan
$1.21M +$578K +1,590 +91%
KTC
1593
Kistler-Tiffany Companies
Pennsylvania
$1.21M -$59.2K -163 -5%
LFA
1594
Legacy Financial Advisors
Kentucky
$1.21M +$106K +292 +10%
VCM
1595
Virtue Capital Management
Tennessee
$1.21M -$182K -500 -13%
BCA
1596
Bray Capital Advisors
Florida
$1.21M -$10.2K -28 -0.8%
BCM
1597
Buckhead Capital Management
Georgia
$1.21M -$27.2K -75 -2%
AIC
1598
Archer Investment Corporation
Indiana
$1.21M +$9.81K +27 +0.8%
ZB
1599
Zions Bancorporation
Utah
$1.21M -$274K -753 -18%
MCC
1600
Money Concepts Capital
Florida
$1.2M -$62.1K -171 -5%
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