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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1426
Quadrant Private Wealth Management
Pennsylvania
$315K -$56.5K -704 -17%
CAM
1427
CPA Asset Management
Florida
$314K -$89.2K -1,111 -24%
HPM
1428
Hoxton Planning & Management
West Virginia
$313K +$2.65K +33 +1%
PCG
1429
Prosperity Consulting Group
Maryland
$313K +$275K +3,423 New
TCPWM
1430
Traverso Chambers Private Wealth Management
California
$312K
DAS
1431
Dynamic Advisor Solutions
Arizona
$312K +$11.2K +140 +4%
BSA
1432
Bull Street Advisors
Georgia
$312K +$12.5K +156 +5%
WI
1433
Wedgewood Investors
Pennsylvania
$312K -$231K -2,883 -46%
CWP
1434
Concord Wealth Partners
Virginia
$311K -$230K -2,872 -46%
FCM
1435
Firestone Capital Management
Florida
$311K
CPIA
1436
Cornell Pochily Investment Advisors
New York
$311K -$85.4K -1,064 -24%
PWH
1437
Priebe Wealth Holdings
Minnesota
$311K +$273K +3,399 New
SWM
1438
Silverlake Wealth Management
Vermont
$310K +$57.9K +722 +27%
CSPAM
1439
Cary Street Partners Asset Management
Virginia
$309K -$56.2K -700 -17%
SMWM
1440
Silvia McColl Wealth Management
California
$309K -$16.4K -204 -6%
SCA
1441
Stonebridge Capital Advisors
Minnesota
$307K +$270K +3,363 New
HVIA
1442
Hudson Valley Investment Advisors
New York
$307K
FCA
1443
Fortis Capital Advisors
Kansas
$306K
ZAM
1444
Zevin Asset Management
Massachusetts
$306K +$10.4K +130 +4%
BHC
1445
Bowen Hanes & Co
Florida
$306K -$12.8K -159 -5%
BFAG
1446
Blackston Financial Advisory Group
Florida
$304K -$89.2K -1,112 -25%
LEA
1447
Legacy Edge Advisors
New York
$304K +$267K +3,325 New
NEWAS
1448
N.E.W. Advisory Services
Wisconsin
$304K -$11.8K -147 -4%
HFRG
1449
Houlihan Financial Resource Group
Virginia
$303K -$23K -287 -8%
ADMI
1450
Albert D. Mason Inc
Massachusetts
$303K +$6.74K +84 +3%