Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2126
Traphagen Investment Advisors
New Jersey
$680K +$9.93K +112 +2%
CWM
2127
Cedar Wealth Management
California
$680K -$270K -3,046 -29%
SFFS
2128
Stonehage Fleming Financial Services
Jersey
$680K -$33.3K -376 -5%
AHC
2129
Adell Harriman & Carpenter
Texas
$679K +$336K +3,794 +104%
KWM
2130
Kolinsky Wealth Management
New Jersey
$678K +$77.9K +879 +13%
GWANC
2131
Guardian Wealth Advisors (North Carolina)
North Carolina
$678K +$240K +2,704 +58%
SCA
2132
STALEY CAPITAL ADVISERS
Pennsylvania
$675K – – –
PNAA
2133
Pictet North America Advisors
Switzerland
$672K – – –
RFN
2134
Redwood Financial Network
Ohio
$671K +$31.7K +358 +5%
WA
2135
Waverly Advisors
Alabama
$671K +$39.2K +442 +6%
SHWM
2136
Smith & Howard Wealth Management
Georgia
$671K +$244K +2,752 +60%
TPWA
2137
TRUE Private Wealth Advisors
Oregon
$670K -$53.8K -607 -8%
TC
2138
TAP Consulting
Missouri
$669K -$43.4K -489 -6%
PTCG
2139
Pring Turner Capital Group
California
$669K -$10.6K -120 -2%
WAAG
2140
Wealth Alliance Advisory Group
Kansas
$668K -$9.49K -107 -1%
SFG
2141
Summit Financial Group
West Virginia
$668K – – –
OPW
2142
Oxler Private Wealth
New York
$668K +$5.23K +59 +0.8%
OFG
2143
Oxford Financial Group
Indiana
$667K +$172K +1,938 +36%
KWMG
2144
King Wealth Management Group
Florida
$666K -$4.17K -47 -0.6%
SFM
2145
Systematic Financial Management
New Jersey
$666K – – –
EIA
2146
Eldridge Investment Advisors
New Hampshire
$666K +$443 +5 +0.1%
MC
2147
Machina Capital
France
$666K +$647K +7,300 New
AWP
2148
Abacus Wealth Partners
California
$665K -$23.4K -264 -3%
MIH
2149
Meitav Investment House
Israel
$664K – – –
AIM
2150
Alhambra Investment Management
Florida
$662K – – –