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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1101
Reliant Investment Management
Tennessee
$230K
AAG
1102
Asset Advisory Group
New Jersey
$230K
KA
1103
Klingman & Associates
New York
$230K +$18.4K +39 +8%
TWA
1104
TCI Wealth Advisors
Arizona
$228K -$5.68K -12 -2%
HW
1105
Hancock Whitney
Mississippi
$228K -$4.26K -9 -2%
TPCW
1106
TD Private Client Wealth
New York
$228K +$44K +93 +22%
SP
1107
SmartHarvest Portfolios
Washington
$227K -$60.5K -128 -20%
CT
1108
Chicago Trust
Illinois
$223K -$523K -1,106 -68%
LMFP
1109
Larry Mathis Financial Planning
Arizona
$223K -$192K -405 -44%
VA
1110
Valmark Advisers
Ohio
$223K -$17K -36 -7%
DAS
1111
Diversify Advisory Services
Utah
$223K -$404K -855 -64%
FMLI
1112
Fukoku Mutual Life Insurance
Japan
$222K
MAWA
1113
Moss Adams Wealth Advisors
Washington
$222K +$240K +508 New
QC
1114
Quent Capital
New York
$221K +$33.1K +70 +16%
SW
1115
SVB Wealth
Massachusetts
$221K -$267K -564 -53%
AWM
1116
Athena Wealth Management
Nevada
$220K +$239K +505 New
DBRC
1117
D.B. Root & Company
Pennsylvania
$219K -$36.9K -78 -13%
SHJ
1118
Sharkey, Howes & Javer
Colorado
$219K -$14.7K -31 -6%
BHBT
1119
Burke & Herbert Bank & Trust
Virginia
$218K
CI
1120
Cherokee Insurance
Michigan
$218K
GPA
1121
Garrison Point Advisors
California
$218K
PWM
1122
Peck Wealth Management
New York
$218K
FPW
1123
Flywheel Private Wealth
California
$218K +$237K +500 New
LOAMU
1124
Lombard Odier Asset Management (USA)
New York
$218K +$237K +500 New
WF
1125
Wayfinding Financial
Washington
$218K -$2.37K -5 -1%