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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2451
Penobscot Wealth Management
Maine
$715K +$18.5K +158 +3%
IWP
2452
Invenio Wealth Partners
Florida
$715K -$7.96K -68 -1%
PAM
2453
PCG Asset Management
New Jersey
$712K -$9.36K -80 -1%
WWC
2454
Waypoint Wealth Counsel
Georgia
$710K -$511K -4,369 -44%
BOM
2455
Bank of Marin
California
$710K – – –
FGC
2456
First Growth Capital
Maryland
$709K -$13K -111 -2%
TVPW
2457
Third View Private Wealth
Connecticut
$708K -$62.9K -537 -9%
FB
2458
First Bancorp
Maine
$708K +$26.3K +225 +4%
MWA
2459
Midland Wealth Advisors
Illinois
$708K +$35.8K +306 +6%
SI
2460
Seeds Investor
New York
$707K +$70.5K +602 +12%
CS
2461
Crescent Sterling
Louisiana
$706K -$2.58K -22 -0.4%
JFA
2462
JNBA Financial Advisors
Minnesota
$706K +$6.2K +53 +1%
RFG
2463
RFP Financial Group
Georgia
$706K -$174K -1,486 -21%
FPH
2464
Financial Planning Hawaii
Hawaii
$706K -$74.9K -640 -10%
BWM
2465
Braeburn Wealth Management
Michigan
$705K +$51.6K +441 +9%
GAM
2466
Gemmer Asset Management
California
$705K -$2.69K -23 -0.4%
WFC
2467
Western Financial Corp
California
$703K -$1.76K -15 -0.3%
GS
2468
GTS Securities
Florida
$702K -$450K -3,843 -41%
FG
2469
Foster Group
Iowa
$701K +$47.9K +409 +8%
WFA
2470
Woodward Financial Advisors
North Carolina
$701K – – –
NED
2471
Nancy E. Dempze
$701K – – –
EBA
2472
Eagle Bay Advisors
New York
$699K -$43K -367 -6%
SFG
2473
Sather Financial Group
Texas
$698K +$63K +538 +11%
TRIA
2474
Trail Ridge Investment Advisors
Colorado
$697K -$7.84K -67 -1%
ORC
2475
O'Rourke & Company
Massachusetts
$697K +$1.05K +9 +0.2%