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Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
1826
One Charles Private Wealth Services
Massachusetts
$292K +$18.8K +159 +6%
PWMG
1827
Prestige Wealth Management Group
New Jersey
$291K +$54.6K +462 +19%
CRC
1828
Curi RMB Capital
Illinois
$290K -$232K -1,959 -41%
MTC
1829
McDaniel Terry & Co
Texas
$290K +$5.91K +50 +2%
DA
1830
DSC Advisors
Illinois
$289K -$53.3K -451 -14%
SF
1831
Summit Financial
New Jersey
$288K -$62.2K -526 -16%
WWP
1832
WR Wealth Planners
Missouri
$286K +$6.03K +51 +2%
GCIA
1833
Gabelli & Co Investment Advisers
New York
$286K – – –
VWM
1834
Vigilare Wealth Management
Arizona
$285K -$103K -871 -24%
KA
1835
Kovack Advisors
Florida
$283K -$43.3K -366 -12%
MWA
1836
Martel Wealth Advisors
Washington
$282K +$44.9K +380 +16%
FFN
1837
Focus Financial Network
Minnesota
$281K +$119K +1,010 +58%
SC
1838
Sierra Capital
Florida
$281K -$11.8K -100 -4%
CB
1839
CNB Bank
Pennsylvania
$281K -$591 -5 -0.2%
ML
1840
McAdam LLC
Pennsylvania
$281K +$15.1K +128 +5%
EL
1841
Essex LLC
Illinois
$280K -$31.9K -270 -9%
GWM
1842
Gitterman Wealth Management
New Jersey
$280K +$326K +2,757 New
AF
1843
Alerus Financial
North Dakota
$277K -$494K -4,180 -61%
CWM
1844
Connecticut Wealth Management
Connecticut
$277K +$1.06K +9 +0.3%
3F
1845
360 Financial
Minnesota
$277K +$9.46K +80 +3%
BWM
1846
BCGM Wealth Management
Indiana
$276K – – –
RW
1847
Rede Wealth
Virginia
$276K +$1.06K +9 +0.3%
MAM
1848
Magellan Asset Management
Australia
$276K +$18.7K +158 +6%
MS
1849
Mizuho Securities
Japan
$275K -$147K -1,239 -43%
1WA
1850
180 Wealth Advisors
Washington
$275K -$2.37K -20 -0.7%