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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2801
Prentice Wealth Management
New York
$612K -$2.6K -8 -0.5%
BCP
2802
Berkeley Capital Partners
Georgia
$610K -$10.1K -31 -2%
RIP
2803
RAM Investment Partners
Washington
$608K +$83K +255 +17%
TA
2804
TFB Advisors
Kansas
$605K -$65.5K -201 -11%
AWM
2805
AllSquare Wealth Management
New York
$604K -$1.3K -4 -0.2%
ACC
2806
Acorn Creek Capital
Colorado
$604K +$555K +1,705 New
FFA
2807
Frazier Financial Advisors
Ohio
$604K +$555K +1,705 New
MAWCM
2808
Mine & Arao Wealth Creation & Management
California
$602K +$1.3K +4 +0.2%
NB
2809
Northwest Bancshares
Pennsylvania
$602K -$30.3K -93 -5%
RCWM
2810
Royal Capital Wealth Management
Indiana
$602K
CFA
2811
Capstone Financial Advisors
Illinois
$601K +$13.4K +41 +2%
CCM
2812
Conway Capital Management
California
$600K +$48.8K +150 +10%
EP
2813
EPIQ Partners
Minnesota
$598K -$47.5K -146 -8%
Optiver Holding
2814
Optiver Holding
Netherlands
$598K -$2.15M -6,610 -80%
LIA
2815
LBMC Investment Advisors
Tennessee
$597K
4WM
2816
4J Wealth Management
Virginia
$597K -$148K -456 -21%
DIM
2817
Delta Investment Management
California
$597K -$15K -46 -3%
WA
2818
Wealthstar Advisors
Texas
$597K +$266K +818 +94%
BIA
2819
Bigelow Investment Advisors
Maine
$595K -$10.1K -31 -2%
CIC
2820
Crawford Investment Counsel
Georgia
$594K +$5.54K +17 +1%
XF
2821
XML Financial
Maryland
$594K -$18.2K -56 -3%
DA
2822
Drake & Associates
Wisconsin
$593K +$97.7K +300 +22%
BFO
2823
Boston Family Office
Massachusetts
$593K +$1.95K +6 +0.4%
VCM
2824
Versant Capital Management
Arizona
$593K +$1.3K +4 +0.2%
ST
2825
Spinnaker Trust
Maine
$592K