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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2601
Perennial Investment Advisors
California
$491K +$69.3K +738 +19%
CWG
2602
Crown Wealth Group
North Carolina
$490K +$33.4K +356 +8%
BLAM
2603
Bourne Lent Asset Management
New York
$490K
GWAG
2604
Garrett Wealth Advisory Group
Texas
$490K
PPW
2605
Presilium Private Wealth
Pennsylvania
$489K
FWP
2606
Flatrock Wealth Partners
California
$489K +$433K +4,608 New
SWA
2607
Strata Wealth Advisors
Texas
$489K -$51.8K -552 -11%
AWP
2608
Accretive Wealth Partners
New Jersey
$489K -$51.2K -545 -11%
LGG
2609
Luts & Greenleigh Group
Maryland
$488K -$7.42K -79 -2%
CPBTD
2610
Central Pacific Bank - Trust Division
Hawaii
$486K -$32.6K -347 -7%
CIS
2611
Connors Investor Services
Pennsylvania
$486K -$10.3K -110 -2%
FMTCOCP
2612
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$484K -$48.8K -520 -10%
CWM
2613
Centurion Wealth Management
Virginia
$484K +$34.8K +371 +9%
PWM
2614
Palumbo Wealth Management
New York
$484K +$20.7K +220 +5%
SCM
2615
Seascape Capital Management
New Hampshire
$482K -$245K -2,606 -36%
CA
2616
Cortland Associates
Missouri
$482K -$105K -1,123 -20%
CPA
2617
Cardiff Park Advisors
California
$482K +$1.22K +13 +0.3%
SFG
2618
Sunburst Financial Group
Alabama
$482K +$9.86K +105 +2%
UBV
2619
United Bank (Virginia)
Virginia
$482K
FPGK
2620
Financial Partners Group (Kansas)
Kansas
$481K +$57K +607 +16%
WP
2621
Westmount Partners
California
$481K -$6.48K -69 -1%
FAL
2622
Focused Alpha LLC
Colorado
$481K +$429K +4,571 New
SFG
2623
Sather Financial Group
Texas
$481K -$4.32K -46 -1%
CWM
2624
Centric Wealth Management
Illinois
$481K -$15.1K -161 -4%
SGK
2625
Steigerwald Gordon & Koch
Virginia
$480K -$26.4K -281 -6%