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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1726
Cromwell Holdings
Wyoming
$232K -$2.23K -17 -0.9%
AF
1727
Apexium Financial
Texas
$231K +$235K +1,788 New
BWP
1728
Balboa Wealth Partners
Arizona
$230K -$67.2K -512 -22%
CPA
1729
Capital Performance Advisors
California
$230K +$55.4K +422 +31%
CFA
1730
CWS Financial Advisors
Michigan
$229K
CP
1731
Canopy Partners
Ohio
$229K
MIC
1732
Means Investment Company
Maine
$229K +$131 +1 +0.1%
OBWG
1733
Onyx Bridge Wealth Group
New York
$228K -$22.3K -170 -9%
SBWIC
1734
Schaper Benz & Wise Investment Counsel
Wisconsin
$228K -$34.1K -260 -13%
TCM
1735
Triumph Capital Management
Colorado
$227K
CT
1736
Clearstead Trust
Maine
$227K +$393 +3 +0.2%
WPP
1737
Whalerock Point Partners
Rhode Island
$226K
PWPS
1738
Pinnacle Wealth Planning Services
Ohio
$226K -$58.1K -443 -20%
WA
1739
Wealth Architects
California
$226K -$393 -3 -0.2%
BWM
1740
Benchmark Wealth Management
Connecticut
$226K
OAM
1741
Oppenheimer Asset Management
New York
$225K -$79.1K -603 -26%
LSWP
1742
Liberty Square Wealth Partners
Pennsylvania
$225K +$198K +1,513 New
PF
1743
Phoenix Financial
Israel
$225K +$31.9K +243 +16%
TSS
1744
Two Sigma Securities
New York
$223K -$573K -4,371 -72%
TFS
1745
Thoroughbred Financial Services
Tennessee
$223K -$418K -3,187 -65%
RMCM
1746
Reynders McVeigh Capital Management
Massachusetts
$222K -$45.5K -347 -17%
AR
1747
Apeiron RIA
Texas
$222K +$20.2K +154 +10%
FCP
1748
Fidelis Capital Partners
Florida
$221K +$193K +1,475 New
BIC
1749
Beach Investment Counsel
Pennsylvania
$221K
WTA
1750
Washington Trust Advisors
Massachusetts
$221K