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Name Holding Trade Value Shares
Change
Change in
Stake
BI
2801
Ballast Inc
Kentucky
$455K +$4.64K +36 +1%
IIM
2802
Ironwood Investment Management
Massachusetts
$454K – – –
MW
2803
Maia Wealth
Colorado
$454K +$457K +3,545 New
NQWM
2804
Northwest Quadrant Wealth Management
Oregon
$453K +$1.42K +11 +0.3%
TCB
2805
Texas Capital Bancshares
Texas
$453K +$147K +1,142 +45%
OPOWM
2806
One Plus One Wealth Management
Florida
$452K – – –
PWM
2807
Palumbo Wealth Management
New York
$452K -$6.57K -51 -1%
PP
2808
PFS Partners
New Jersey
$451K +$1.16K +9 +0.2%
MWA
2809
Muirfield Wealth Advisors
North Carolina
$450K +$2.71K +21 +0.6%
DCBT
2810
Dakota Community Bank & Trust
North Dakota
$449K -$2.06K -16 -0.4%
PA
2811
Perennial Advisors
New York
$449K +$45.1K +350 +11%
SG
2812
Somerset Group
Minnesota
$447K – – –
ACM
2813
Arcataur Capital Management
Wisconsin
$447K – – –
PCG
2814
PFC Capital Group
California
$446K – – –
OWA
2815
ORBA Wealth Advisors
Illinois
$446K +$9.27K +72 +2%
CG
2816
Cynosure Group
Utah
$445K +$48.6K +377 +12%
LWM
2817
Liberty Wealth Management
California
$445K +$8.43M +65,473 +1,936%
BWM
2818
BlackDiamond Wealth Management
New York
$445K +$61.7K +479 +14%
MWM
2819
MBE Wealth Management
Wisconsin
$445K -$12.9K -100 -3%
PGIM Custom Harvest
2820
PGIM Custom Harvest
New Jersey
$444K +$137K +1,060 +42%
MAG
2821
MRA Advisory Group
New Jersey
$444K -$76.3K -592 -14%
PG
2822
Prostatis Group
Maryland
$442K +$87.2K +677 +23%
LAS
2823
Legacy Advisory Services
Pennsylvania
$442K – – –
BWM
2824
BKM Wealth Management
Wisconsin
$442K +$680K +5,281 +128%
CWS
2825
Cypress Wealth Services
California
$441K +$20.7K +161 +5%