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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
876
Waldron Private Wealth
Pennsylvania
$284K +$6.69K +99 +3%
PP
877
Palladium Partners
Virginia
$283K +$55.8K +826 +26%
CRI
878
Colonial River Investments
Virginia
$282K +$271K +4,006 New
AAM
879
AR Asset Management
California
$281K – – –
SHFA
880
SC&H Financial Advisors
Maryland
$280K -$101K -1,495 -27%
JPMIA
881
J.P. Marvel Investment Advisors
Massachusetts
$280K – – –
GA
882
Geller Advisors
New York
$277K +$18.6K +275 +7%
MHS
883
M Holdings Securities
Oregon
$277K +$266K +3,936 New
RMDI
884
R.M. Davis Inc
Maine
$276K +$266K +3,932 New
GRP
885
Global Retirement Partners
California
$276K +$293K +4,327 New
LFG
886
Lockerman Financial Group
California
$274K -$811 -12 -0.3%
SFA
887
Sequoia Financial Advisors
Ohio
$272K -$37.7K -558 -13%
PCMC
888
Paragon Capital Management (Colorado)
Colorado
$272K +$7.57K +112 +3%
BC
889
Bridgefront Capital
Texas
$271K -$64K -947 -20%
AC
890
ASB Consultores
Florida
$271K -$10.6K -157 -4%
PIM
891
Perpetual Investment Management
Australia
$271K – – –
GAM
892
Griffin Asset Management
New York
$270K -$1.49K -22 -0.6%
HWM
893
HB Wealth Management
Georgia
$270K +$259K +3,836 New
ICG
894
InterOcean Capital Group
Tennessee
$270K +$260K +3,839 New
WAM
895
Watershed Asset Management
California
$269K -$25.8K -382 -9%
CCP
896
Carmel Capital Partners
California
$269K -$22.6K -334 -8%
CBFP
897
Cedar Brook Financial Partners
Ohio
$269K +$8.72K +129 +3%
WAM
898
Worth Asset Management
Texas
$268K +$288K +4,267 New
AWA
899
Aaron Wealth Advisors
Illinois
$268K -$4.46K -66 -2%
IAN
900
Integrated Advisors Network
Texas
$267K -$10.1K -150 -4%