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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
2276
Stelac Advisory Services
New York
$221K -$2.97K -8 -1%
FA
2277
Fountainhead AM
New Jersey
$221K
AWA
2278
AmeriServ Wealth Advisors
Pennsylvania
$219K -$146K -392 -40%
HCM
2279
Heathbridge Capital Management
Ontario, Canada
$219K
KPWG
2280
KFA Private Wealth Group
Virginia
$219K +$372 +1 +0.2%
SP
2281
Successful Portfolios
Florida
$219K +$1.11K +3 +0.5%
1WM
2282
1900 Wealth Management
Texas
$218K
RPCA
2283
Running Point Capital Advisors
California
$218K +$222K +598 New
CA
2284
Crewe Advisors
Utah
$217K -$5.21K -14 -2%
W
2285
Wealthquest
Ohio
$216K +$220K +592 New
GF
2286
Gries Financial
Ohio
$215K -$16K -43 -7%
BDF
2287
Black Diamond Financial
Maryland
$215K
TWM
2288
TriaGen Wealth Management
California
$215K +$207K +556 New
AI
2289
Atom Investors
Texas
$215K +$219K +590 New
FA
2290
Fermata Advisors
California
$215K +$219K +590 New
CPIA
2291
Cornell Pochily Investment Advisors
New York
$214K
PFA
2292
Pure Financial Advisors
California
$213K
SQA
2293
Simon Quick Advisors
New Jersey
$213K +$4.09K +11 +2%
MCP
2294
Mirador Capital Partners
California
$213K +$217K +583 New
PCA
2295
Providence Capital Advisors
North Carolina
$212K +$66.9K +180 +45%
SWM
2296
Salvus Wealth Management
New Jersey
$211K +$212K +570 New
LB
2297
Legacy Bridge
Iowa
$210K -$7.44K -20 -3%
APA
2298
Allegiant Private Advisors
Florida
$209K -$18.6K -50 -8%
BAM
2299
Bruderman Asset Management
New York
$209K +$213K +572 New
RGC
2300
Roberts, Glore & Co
Illinois
$208K