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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2551
Physician Wealth Advisors
Utah
$219K -$1.52K -58 -0.7%
AIM
2552
Avity Investment Management
Connecticut
$218K +$226K +8,622 New
FWSM
2553
First Wilshire Securities Management
California
$218K -$15.1K -578 -6%
PIFP
2554
Partners in Financial Planning
Virginia
$218K -$6.04K -231 -3%
CWM
2555
Centurion Wealth Management
Virginia
$218K – – –
TA
2556
Townsend & Associates
Colorado
$218K -$8.85K -338 -3%
TAM
2557
Tucker Asset Management
Colorado
$217K +$59.2K +2,261 +36%
MWM
2558
Mattern Wealth Management
Kansas
$217K – – –
SI
2559
Severin Investments
Missouri
$217K -$31.2K -1,192 -12%
SPWG
2560
Syntegra Private Wealth Group
Missouri
$216K -$43K -1,645 -16%
EWM
2561
Edge Wealth Management
New York
$216K – – –
BAM
2562
Broyhill Asset Management
North Carolina
$215K -$5.23K -200 -2%
NCM
2563
Novare Capital Management
North Carolina
$215K -$2.96K -113 -1%
IA
2564
Insight Advisors
Pennsylvania
$215K +$222K +8,477 New
RIA
2565
Realta Investment Advisors
Delaware
$214K -$168K -6,407 -43%
JF
2566
Joule Financial
Kentucky
$214K -$628 -24 -0.3%
MLA
2567
MB, Levis & Associates
Pennsylvania
$214K +$95.4K +3,647 +76%
RF
2568
Rossby Financial
Florida
$214K +$14.1K +538 +6%
HCM
2569
Hall Capital Management
Rhode Island
$213K -$258K -9,845 -54%
PWMG
2570
Prestige Wealth Management Group
New Jersey
$212K -$6.75K -258 -3%
HTIM
2571
Harbour Trust & Investment Management
Indiana
$212K -$24.4K -933 -10%
DDPIC
2572
Deroy & Devereaux Private Investment Counsel
Michigan
$212K +$19.6K +750 +10%
Loomis, Sayles & Company
2573
Loomis, Sayles & Company
Massachusetts
$212K +$72.2K +2,761 +49%
SWP
2574
Significant Wealth Partners
Illinois
$212K +$9.34K +357 +4%
DJYG
2575
David J. Yvars Group
Florida
$212K -$19.4K -742 -8%