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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2701
BOK Financial Private Wealth
Colorado
$523K +$9.36K +80 +2%
BTWM
2702
Baker Tilly Wealth Management
Wisconsin
$523K +$5.15K +44 +1%
CIS
2703
Connors Investor Services
Pennsylvania
$522K -$64.4K -550 -12%
IPAM
2704
Investment Partners Asset Management
New Jersey
$522K +$1.29K +11 +0.3%
PWS
2705
Pursuit Wealth Strategies
North Carolina
$521K -$14K -120 -3%
FZCM
2706
Flynn Zito Capital Management
New York
$521K -$41.2K -352 -8%
PGWM
2707
Parisi Gray Wealth Management
New Jersey
$521K -$9.01K -77 -2%
DOA
2708
D'Orazio & Associates
Virginia
$520K -$22.8K -195 -5%
BWFA
2709
Baltimore-Washington Financial Advisors
Maryland
$520K -$29.6K -253 -6%
AMPWP
2710
Alvarez & Marsal Private Wealth Partners
Florida
$520K -$1.05K -9 -0.2%
FWP
2711
Falcon Wealth Planning
California
$520K -$44.6K -381 -9%
BRA
2712
Bender Robert & Associates
California
$519K -$4.1K -35 -0.9%
CL
2713
CPWA LLC
Oregon
$519K
PP
2714
PFS Partners
New Jersey
$518K -$3.75K -32 -0.8%
WCG
2715
Weaver Consulting Group
California
$517K +$4.68K +40 +1%
PL
2716
PeakShares LLC
Florida
$516K -$45.6K -390 -9%
NCM
2717
Nelson Capital Management
California
$516K
HA
2718
Huntleigh Advisors
Missouri
$515K +$5.97K +51 +1%
Capstone Investment Advisors
2719
Capstone Investment Advisors
New York
$515K -$288K -2,463 -38%
EBWM
2720
Eagle Bluffs Wealth Management
Missouri
$515K +$210K +1,795 +82%
KA
2721
Kercheville Advisors
Texas
$514K
DAM
2722
Davis Asset Management
California
$514K
CFM
2723
Capricorn Fund Managers
United Kingdom
$514K +$468K +4,000 New
NAC
2724
NI Acquisitions Company
Pennsylvania
$514K +$244K +2,087 New
MAS
2725
MPWM Advisory Solutions
Georgia
$513K +$258K +2,208 +124%