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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2676
Powers Advisory Group
Illinois
$245K +$10.6K +135 +5%
RCG
2677
Rock Creek Group
District of Columbia
$244K +$2.44K +31 +1%
MS
2678
Maven Securities
Jersey
$244K +$234K +2,968 New
DBRC
2679
D.B. Root & Company
Pennsylvania
$243K -$7.49K -95 -3%
CHA
2680
Cooper/Haims Advisors
New York
$243K
EBA
2681
Eagle Bay Advisors
New York
$243K +$40.6K +515 +21%
BWM
2682
Birchcreek Wealth Management
Ohio
$242K -$20.7K -263 -8%
SA
2683
Syntax Advisors
New York
$241K -$50.8K -644 -18%
VCG
2684
Vantage Consulting Group
Virginia
$241K -$50.8K -644 -18%
MF
2685
Montis Financial
Massachusetts
$241K -$867 -11 -0.4%
MGWM
2686
Marks Group Wealth Management
Minnesota
$241K +$231K +2,930 New
MCA
2687
Maryland Capital Advisors
Maryland
$240K -$10.9K -138 -4%
OL
2688
Optas LLC
Texas
$240K +$229K +2,910 New
FRA
2689
Frank Rimerman Advisors
California
$240K +$2.21K +28 +1%
NAMM
2690
NorthStar Asset Management (Massachusetts)
Massachusetts
$239K -$94.6K -1,200 -29%
PP
2691
PFS Partners
New Jersey
$239K +$1.74K +22 +0.8%
SDH
2692
Sloy Dahl & Holst
Washington
$239K +$230K +2,920 New
WLIM
2693
White Lighthouse Investment Management
Massachusetts
$238K -$53.1K -674 -19%
SWRP
2694
Summit Wealth & Retirement Planning
California
$238K +$229K +2,901 New
MSFP
2695
Mark Sheptoff Financial Planning
Connecticut
$237K -$39.4K -500 -15%
TFA
2696
Triad Financial Advisors
North Carolina
$237K -$23.2K -294 -9%
IUHSA
2697
Itau Unibanco Holding S.A.
Brazil
$237K -$7.88K -100 -3%
RC
2698
Reik & Co
New York
$237K
WWMSC
2699
Wagner Wealth Management (South Carolina)
South Carolina
$237K +$158 +2 +0.1%
SWM
2700
Selective Wealth Management
Virginia
$237K +$82.8K +1,050 +57%