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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1201
Sound View Wealth Advisors Group
Georgia
$8.49M +$7.62K +170 +0.1%
FM
1202
Family Management
New York
$8.44M -$1.37M -30,550 -14%
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.43M -$923K -20,590 -10%
BFS
1204
Bard Financial Services
Connecticut
$8.41M +$130K +2,900 +2%
FNWM
1205
Financial Network Wealth Management
Utah
$8.39M +$1.34K +30 +0%
RP
1206
Rice Partnership
Hawaii
$8.38M +$410K +9,140 +5%
PWS
1207
Peterson Wealth Services
Utah
$8.38M +$128K +2,850 +2%
MA
1208
McBroom & Associates
Nevada
$8.38M -$774K -17,280 -8%
DAM
1209
Draper Asset Management
New York
$8.38M +$274K +6,110 +3%
EP
1210
Eudaimonia Partners
Tennessee
$8.37M +$164K +3,660 +2%
MTWM
1211
Masso Torrence Wealth Management
New Jersey
$8.32M +$288K +6,420 +3%
CCS
1212
Concentric Capital Strategies
Connecticut
$8.31M +$1.28M +28,620 +18%
NG
1213
NWK Group
California
$8.3M +$113K +2,530 +1%
NewEdge Wealth
1214
NewEdge Wealth
Pennsylvania
$8.24M -$388K -8,650 -4%
IFP Advisors
1215
IFP Advisors
Florida
$8.2M +$951K +21,230 +13%
SM
1216
STF Management
Texas
$8.2M +$1.64M +36,660 +24%
Saturna Capital
1217
Saturna Capital
Washington
$8.16M +$733K +16,360 +10%
WR
1218
WD Rutherford
Oregon
$8.15M -$3.15M -70,290 -27%
NME
1219
Notis-McConarty Edward
$8.14M -$470K -10,480 -5%
IAS
1220
Insigneo Advisory Services
Florida
$8.13M +$762K +17,000 +10%
SCA
1221
Stonebridge Capital Advisors
Minnesota
$8.09M -$617K -13,780 -7%
IA
1222
Insight Advisors
Pennsylvania
$8.06M +$346K +7,730 +4%
WAM
1223
Weatherly Asset Management
California
$8.05M -$783K -17,470 -9%
RWA
1224
River Wealth Advisors
Pennsylvania
$8.01M +$1.71M +38,270 +26%
PWAG
1225
Polaris Wealth Advisory Group
California
$8M +$6.94M +154,940 +534%