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Name Holding Trade Value Shares
Change
Change in
Stake
APIM
2276
Agate Pass Investment Management
Washington
$874K
EIA
2277
Eldridge Investment Advisors
New Hampshire
$874K +$702 +6 +0.1%
QFA
2278
Quantum Financial Advisors
California
$873K +$18.5K +158 +2%
GSWM
2279
Golden State Wealth Management
California
$873K +$7.61K +65 +1%
IF
2280
Intrua Financial
Texas
$872K -$224K -1,914 -22%
PCA
2281
Prosperity Capital Advisors
Ohio
$871K +$17K +145 +2%
SWM
2282
SHP Wealth Management
Massachusetts
$871K +$58.6K +501 +8%
CPSC
2283
Carl P. Sherr & Co
Massachusetts
$871K -$2.34K -20 -0.3%
1WM
2284
1900 Wealth Management
Texas
$869K +$5.27K +45 +0.7%
TC
2285
TFR Capital
Texas
$868K +$36.2K +309 +5%
BPWM
2286
BCS Private Wealth Management
New Jersey
$868K +$2.93K +25 +0.4%
BWP
2287
Balboa Wealth Partners
Arizona
$865K -$25.5K -218 -3%
OL
2288
OneFund LLC
Florida
$864K -$11.2K -96 -1%
WPA
2289
West Paces Advisors
Georgia
$863K -$101K -860 -11%
PWP
2290
Phillips Wealth Planners
Mississippi
$861K +$174K +1,487 +29%
CCM
2291
Cox Capital Management
Massachusetts
$861K -$6.67K -57 -0.8%
SIA
2292
Strategic Investment Advisors
Michigan
$860K -$46.1K -394 -6%
FMTC
2293
Farmers & Merchants Trust Company
California
$856K +$1.17K +10 +0.2%
GIP
2294
Granite Investment Partners
California
$852K
TWM
2295
Trueblood Wealth Management
Ohio
$851K +$4.1K +35 +0.5%
AFGAS
2296
Allegiance Financial Group Advisory Services
Virginia
$851K -$27.2K -232 -3%
BW
2297
BIP Wealth
Georgia
$850K +$174K +1,486 +29%
WPA
2298
Wealth Preservation Advisors
Tennessee
$850K -$6.44K -55 -0.8%
CAG
2299
Curtis Advisory Group
California
$848K
FCAS
2300
First Command Advisory Services
Texas
$845K -$551K -4,705 -42%