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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2926
Family Asset Management
South Carolina
$251K -$12.9K -120 -5%
BBPWM
2927
Blue Bell Private Wealth Management
Pennsylvania
$250K -$11.3K -105 -4%
B
2928
Bellecapital
Switzerland
$250K -$39.8K -369 -13%
PF
2929
Prosperitas Financial
California
$250K +$262K +2,429 New
WA
2930
Wealthstream Advisors
New York
$248K -$3.45K -32 -1%
OA
2931
Operose Advisors
Wisconsin
$247K +$218K +2,026 +537%
FWM
2932
FFT Wealth Management
Pennsylvania
$247K – – –
RCG
2933
Rock Creek Group
District of Columbia
$247K -$74K -687 -22%
BONST
2934
Bank of Nova Scotia Trust
Ontario, Canada
$247K -$53.9K -500 -17%
BCM
2935
Blume Capital Management
California
$247K -$10.8K -100 -4%
AWA
2936
Alaska Wealth Advisors
Alaska
$246K – – –
SFP
2937
Sandbox Financial Partners
Maryland
$245K -$754 -7 -0.3%
MA
2938
McBroom & Associates
Nevada
$244K +$39.6K +367 +18%
BRG
2939
Bay Rivers Group
Virginia
$244K – – –
CWS
2940
Cypress Wealth Services
California
$244K – – –
SNBOSD
2941
Security National Bank of So Dak
Iowa
$243K -$13.6K -126 -5%
W
2942
WorthPointe
California
$243K +$54.2K +503 +27%
PWM
2943
PRW Wealth Management
Massachusetts
$243K – – –
GFL
2944
Granite FO LLC
New Hampshire
$243K +$30.1K +279 +13%
TC
2945
Trilogy Capital
California
$242K -$106K -986 -30%
PBC
2946
Pavion Blue Capital
California
$242K -$1.08K -10 -0.4%
WCA
2947
Waypoint Capital Advisors
Minnesota
$241K +$12K +111 +5%
NC
2948
NovaPoint Capital
Georgia
$241K +$15.4K +143 +7%
IAG
2949
Investment Advisory Group
Massachusetts
$241K +$431 +4 +0.2%
TW
2950
Towerpoint Wealth
California
$241K +$862 +8 +0.3%