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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1001
Waldron Private Wealth
Pennsylvania
$254K
LA
1002
LVW Advisors
New York
$254K +$262K +1,501 New
AT
1003
Avalon Trust
New Mexico
$254K
HFM
1004
Hartford Financial Management
Connecticut
$254K
MFGM
1005
Marshall Financial Group (Maryland)
Maryland
$253K +$261K +1,499 New
BCM
1006
Boltwood Capital Management
California
$253K +$5.23K +30 +2%
WWM
1007
Whalen Wealth Management
Nevada
$253K -$233K -1,336 -47%
SIG
1008
Sargent Investment Group
Maryland
$253K -$8.54K -49 -3%
PCS
1009
Personal CFO Solutions
New Jersey
$252K -$301K -1,729 -54%
LSA
1010
Leonteq Securities AG
Switzerland
$251K -$27.7K -159 -10%
BWA
1011
Basecamp Wealth Advisors
Washington
$251K
CA
1012
Crewe Advisors
Utah
$251K -$71.6K -411 -22%
RWA
1013
River Wealth Advisors
Pennsylvania
$251K -$16.6K -95 -6%
CTA
1014
Chesley Taft & Associates
Illinois
$251K +$258K +1,483 New
AWM
1015
Avior Wealth Management
Nebraska
$251K +$2.96K +17 +1%
SA
1016
Sovran Advisors
California
$251K -$15.3K -88 -7%
AWE
1017
Avidian Wealth Enterprises
Texas
$250K -$24.7K -142 -9%
SAM
1018
Silvercrest Asset Management
New York
$249K
SI
1019
Severin Investments
Missouri
$249K +$13.8K +79 +6%
BIM
1020
Baldwin Investment Management
Pennsylvania
$246K -$39.2K -225 -13%
PTP
1021
Platform Technology Partners
New York
$245K +$253K +1,451 New
AAMU
1022
AEGON Asset Management (UK)
United Kingdom
$245K
DT
1023
Diversified Trust
Tennessee
$244K -$92.2K -529 -27%
FCH
1024
Freestone Capital Holdings
Washington
$243K +$174 +1 +0.1%
DC
1025
DeDora Capital
California
$242K -$417K -2,393 -63%