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Name Holding Trade Value Shares
Change
Change in
Stake
CW
3026
Cedarwood Wealth
Colorado
$371K +$9.83K +84 +3%
SL
3027
Salomon & Ludwin
Virginia
$370K -$7.96K -68 -2%
HWM
3028
HBE Wealth Management
Nebraska
$370K +$1.99K +17 +0.6%
IWA
3029
Invera Wealth Advisors
Oregon
$370K -$36.8K -314 -10%
PAM
3030
Parvin Asset Management
South Dakota
$369K -$17.6K -150 -5%
PIA
3031
Panoramic Investment Advisors
Colorado
$369K – – –
CWA
3032
Consilio Wealth Advisors
Washington
$368K -$1.29K -11 -0.4%
VA
3033
Veratis Advisors
North Carolina
$368K +$335K +2,863 New
DWA
3034
Dorsey Wright & Associates
California
$368K -$979K -8,363 -75%
CCC
3035
Chelsea Counsel Company
California
$367K – – –
WQ
3036
Wealth Quarterback
New Jersey
$367K -$34.9K -298 -9%
CCA
3037
Cooper Capital Advisors
California
$367K +$334K +2,854 New
BWM
3038
BKM Wealth Management
Wisconsin
$366K -$1.05K -9 -0.3%
AWA
3039
AGH Wealth Advisors
Kansas
$365K +$8.66K +74 +3%
PF
3040
Prosperitas Financial
California
$364K +$68.5K +585 +26%
VPF
3041
Vantage Point Financial
Illinois
$364K +$10.5K +90 +3%
GSAM
3042
Grant Street Asset Management
Pennsylvania
$364K +$83K +709 +33%
CPW
3043
Catalyst Private Wealth
California
$363K +$331K +2,825 New
AF
3044
AGP Franklin
Tennessee
$363K – – –
APC
3045
Aspire Private Capital
North Carolina
$362K -$77K -658 -19%
TA
3046
TFB Advisors
Kansas
$362K -$1.17K -10 -0.4%
E
3047
Evansbrook
Illinois
$362K +$52.2K +446 +19%
BONST
3048
Bank of Nova Scotia Trust
Ontario, Canada
$361K -$425K -3,627 -56%
OPCM
3049
Osborne Partners Capital Management
California
$361K +$46.8K +400 +17%
SFWC
3050
Strategic Family Wealth Counselors
New Jersey
$361K -$2.69K -23 -0.8%