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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
2626
Greenup Street Wealth Management
Michigan
$348K +$342K +4,147 New
CPWA
2627
Cerro Pacific Wealth Advisors
California
$348K -$12.4K -151 -4%
BWFA
2628
Baltimore-Washington Financial Advisors
Maryland
$347K -$26.3K -319 -7%
UPS
2629
UHLMANN PRICE SECURITIES
Illinois
$347K -$78.1K -948 -19%
AA
2630
Alesco Advisors
New York
$347K +$27K +328 +9%
FPW
2631
Fairvoy Private Wealth
Alabama
$346K -$61.1K -742 -15%
RC
2632
Randolph Company
Ohio
$346K
WW
2633
Westshore Wealth
California
$346K -$12.7K -154 -4%
CFA
2634
Camarda Financial Advisors
Florida
$346K -$316K -3,835 -48%
RCM
2635
RB Capital Management
Nevada
$345K -$60.8K -738 -15%
CC
2636
Cornerstone Capital
California
$344K -$115K -1,400 -25%
CM
2637
Capula Management
Cayman Islands
$344K -$413K -5,018 -55%
WCG
2638
Weaver Consulting Group
California
$343K -$6.26K -76 -2%
TFO
2639
Tarbox Family Office
California
$343K
WCWM
2640
Willow Creek Wealth Management
California
$342K +$16.3K +198 +5%
PP
2641
PFS Partners
New Jersey
$342K +$30.7K +373 +10%
BA
2642
Ballew Advisors
Mississippi
$341K +$86.9K +1,055 +35%
ESBC
2643
E.S. Barr & Co
Kentucky
$341K -$90.7K -1,101 -21%
PFA
2644
Providence Financial Advisors
Kansas
$341K +$335K +4,062 New
WA
2645
Westfuller Advisors
New York
$341K +$331K +4,022 New
LSA
2646
Lansing Street Advisors
Pennsylvania
$340K +$16.4K +199 +5%
SSC
2647
Syverson Strege & Co
Iowa
$340K -$25K -304 -7%
IPAM
2648
Investment Partners Asset Management
New Jersey
$339K -$213K -2,580 -39%
GS
2649
Gagnon Securities
New York
$339K -$165 -2 -0%
MWA
2650
Medallion Wealth Advisors
Connecticut
$339K +$82 +1 +0%