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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2201
SkyOak Wealth
Michigan
$955K
CWM
2202
Crowley Wealth Management
Delaware
$955K -$17.7K -32 -2%
SVCP
2203
Silicon Valley Capital Partners
California
$954K +$1.11K +2 +0.1%
ACM
2204
Advance Capital Management
Michigan
$953K -$4.98K -9 -0.5%
FOA
2205
Five Oceans Advisors
California
$953K +$12.2K +22 +1%
DOA
2206
D'Orazio & Associates
Virginia
$951K +$52K +94 +6%
HP
2207
Haven Private
Florida
$950K +$212K +384 +29%
PCG
2208
PFC Capital Group
California
$950K
SFA
2209
Souders Financial Advisors
Ohio
$949K +$228K +413 +32%
COCM
2210
Charter Oak Capital Management
New Hampshire
$948K +$317K +573 +51%
Blackstone Inc
2211
Blackstone Inc
New York
$947K
AWM
2212
Aberdeen Wealth Management
Illinois
$947K
CWA
2213
Canvas Wealth Advisors
Kansas
$947K +$21K +38 +2%
A
2214
AlphaQuest
New York
$946K -$1.39M -2,505 -60%
LPFG
2215
Landing Point Financial Group
Ohio
$946K -$6.08K -11 -0.6%
CWA
2216
Consilium Wealth Advisory
Texas
$945K -$5.53K -10 -0.6%
MPPW
2217
Mitchell & Pahl Private Wealth
Oklahoma
$944K -$17.7K -32 -2%
HPM
2218
Hoxton Planning & Management
West Virginia
$944K -$27.1K -49 -3%
AIC
2219
Argus Investors Counsel
New York
$942K -$222K -402 -19%
PCP
2220
Perbak Capital Partners
United Kingdom
$942K +$927K +1,676 New
CCA
2221
Catalyst Capital Advisors
New York
$940K -$649K -1,173 -41%
APWM
2222
Argonautica Private Wealth Management
Massachusetts
$940K
PCH
2223
PGIM Custom Harvest
New Jersey
$940K -$80.7K -146 -8%
VDBMI
2224
Van Den Berg Management I
Texas
$940K -$28.8K -52 -3%
MSAM
2225
Moloney Securities Asset Management
Missouri
$933K +$15.5K +28 +2%