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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1751
Modern Wealth Management
Kansas
$260K -$103K -1,042 -28%
VIA
1752
Vickerman Investment Advisors
Washington
$260K
SW
1753
SVB Wealth
Massachusetts
$260K +$27.5K +278 +12%
TPWA
1754
Twin Peaks Wealth Advisors
California
$258K +$36.1K +365 +16%
FPW
1755
Fairvoy Private Wealth
Alabama
$256K -$43.8K -442 -15%
PTP
1756
Platform Technology Partners
New York
$255K +$2.97K +30 +1%
MAM
1757
MWA Asset Management
Massachusetts
$255K -$798K -8,062 -76%
CC
1758
Cypress Capital
Tennessee
$255K +$254K +2,567 New
KP
1759
Keel Point
Alabama
$254K -$107K -1,079 -30%
PP
1760
Patron Partners
Texas
$254K -$46.5K -470 -16%
HNWAG
1761
High Net Worth Advisory Group
Florida
$254K +$253K +2,554 New
FA
1762
Fermata Advisors
California
$252K +$251K +2,535 New
VFG
1763
Victory Financial Group
Texas
$251K +$2.48K +25 +1%
MBWA
1764
Marin Bay Wealth Advisors
California
$251K +$250K +2,528 New
WCM
1765
Wedge Capital Management
North Carolina
$249K +$12.8K +129 +5%
HR
1766
Howe & Rusling
New York
$249K +$10.8K +109 +5%
NWAG
1767
Net Worth Advisory Group
Utah
$249K -$25.6K -259 -9%
CIS
1768
Connors Investor Services
Pennsylvania
$249K +$248K +2,505 New
Boston Partners
1769
Boston Partners
Massachusetts
$248K +$247K +2,494 New
SAM
1770
Secure Asset Management
Michigan
$247K -$33K -333 -12%
CAM
1771
Claret Asset Management
Quebec, Canada
$246K +$245K +2,477 New
BWA
1772
Basecamp Wealth Advisors
Washington
$244K -$44.4K -448 -15%
CCA
1773
Catalyst Capital Advisors
New York
$244K -$160K -1,620 -40%
DI
1774
Diligent Investors
California
$244K +$18.3K +185 +8%
DWM
1775
Darwin Wealth Management
Florida
$244K +$10.7K +108 +5%