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Name Holding Trade Value Shares
Change
Change in
Stake
7WCP
926
71 West Capital Partners
Massachusetts
$248K +$221K +1,012 New
TPWM
927
Twelve Points Wealth Management
Massachusetts
$248K +$221K +1,012 New
CIC
928
Chilton Investment Company
Connecticut
$247K – – –
LAM
929
Lewis Asset Management
California
$246K – – –
HCC
930
Hirtle Callaghan & Co
Pennsylvania
$246K – – –
BWM
931
Birchcreek Wealth Management
Ohio
$245K – – –
CCM
932
Chiron Capital Management
Florida
$245K – – –
GIP
933
Greatmark Investment Partners
Georgia
$245K – – –
PSF
934
Pacific Sun Financial
California
$245K – – –
SRC
935
Shufro Rose & Co
New York
$245K – – –
Hudson Bay Capital Management
936
Hudson Bay Capital Management
Connecticut
$245K +$219K +1,000 New
AWM
937
AE Wealth Management
Kansas
$244K +$217K +994 New
FWI
938
Facet Wealth Inc
Maryland
$243K +$216K +989 New
BFIM
939
Beese Fulmer Investment Management
Ohio
$242K +$215K +985 New
RFP
940
Root Financial Partners
California
$241K +$80.7K +369 +60%
NP
941
NorthRock Partners
Minnesota
$240K +$214K +979 New
MWM
942
MinichMacGregor Wealth Management
New York
$239K +$214K +976 New
BW
943
BIP Wealth
Georgia
$239K +$213K +974 New
MAWA
944
Moss Adams Wealth Advisors
Washington
$238K +$212K +971 New
RWP
945
RWA Wealth Partners
Massachusetts
$238K -$1.53K -7 -0.7%
CCS
946
Concentric Capital Strategies
Connecticut
$238K +$212K +970 New
CFA
947
CWS Financial Advisors
Michigan
$238K -$219 -1 -0.1%
GSWA
948
Good Steward Wealth Advisors
Tennessee
$236K +$210K +962 New
KCM
949
KRS Capital Management
Michigan
$236K +$210K +962 New
SAM
950
Synergy Asset Management
Washington
$235K -$5.03K -23 -2%