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Name Holding Trade Value Shares
Change
Change in
Stake
GGA
3401
Granite Group Advisors
Connecticut
$459K +$248K +5,350 New
TWM
3402
Tanager Wealth Management
United Kingdom
$458K +$177K +3,830 +71%
EWA
3403
Encompass Wealth Advisors
Oregon
$457K +$46.3K +1,000 +12%
PIA
3404
Powell Investment Advisors
Florida
$456K -$45.9K -990 -10%
RW
3405
REDW Wealth
New Mexico
$456K -$184K -3,960 -30%
AWM
3406
Aberdeen Wealth Management
Illinois
$456K – – –
RB
3407
Rodgers Brothers
Pennsylvania
$455K – – –
APM
3408
Advanced Portfolio Management
New York
$454K -$1.3M -28,060 -75%
EE
3409
EWG Elevate
California
$450K +$19.9K +430 +5%
IWM
3410
Iams Wealth Management
Nebraska
$450K +$94.1K +2,030 +29%
PD
3411
Planning Directions
Pennsylvania
$449K +$463 +10 +0.1%
TDC
3412
Thompson Davis & Co
Virginia
$449K -$447K -9,640 -50%
TGAM
3413
TBH Global Asset Management
Tennessee
$449K -$79.7K -1,720 -16%
ST
3414
Somerset Trust
Pennsylvania
$448K +$6.95K +150 +2%
SFG
3415
Summit Financial Group
West Virginia
$447K – – –
BDF
3416
Black Diamond Financial
Maryland
$447K +$6.49K +140 +2%
CCP
3417
Carmel Capital Partners
California
$446K -$125K -2,690 -23%
FWA
3418
FOCUS Wealth Advisors
Texas
$446K – – –
PA
3419
Pineridge Advisors
Missouri
$446K +$418K +9,010 New
Members Trust
3420
Members Trust
Florida
$446K +$11.6K +250 +3%
PAS
3421
Professional Advisory Services
Florida
$446K – – –
LGG
3422
Luts & Greenleigh Group
Maryland
$446K -$25K -540 -6%
MIM
3423
MTM Investment Management
South Carolina
$445K -$46.3K -1,000 -10%
Stephens Investment Management Group
3424
Stephens Investment Management Group
Texas
$444K -$64.9K -1,400 -14%
DG
3425
DMC Group
Alabama
$443K -$9.27K -200 -2%