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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1801
Avidian Wealth Enterprises
Texas
$646K +$26.2K +897 +4%
3IP
1802
3Chopt Investment Partners
Virginia
$646K -$13.1K -448 -2%
LCM
1803
Lazari Capital Management
California
$643K +$97.1K +3,329 +18%
PIA
1804
Powell Investment Advisors
Florida
$643K +$253K +8,688 +64%
OIA
1805
Optimum Investment Advisors
Illinois
$643K +$29.2K +1,000 +5%
MAG
1806
MRA Advisory Group
New Jersey
$641K -$4.08K -140 -0.6%
CWA
1807
Centennial Wealth Advisory
Michigan
$640K +$121K +4,149 +23%
MAWA
1808
Moss Adams Wealth Advisors
Washington
$640K +$33.3K +1,141 +5%
CWS
1809
Cypress Wealth Services
California
$638K +$117K +4,011 +22%
PFA
1810
Pure Financial Advisors
California
$637K -$166K -5,680 -21%
SDAM
1811
Shulman DeMeo Asset Management
New York
$637K -$93.6K -3,209 -13%
GWMR
1812
GC Wealth Management RIA
Massachusetts
$637K -$104K -3,549 -14%
PFM
1813
Privium Fund Management
Netherlands
$636K -$413K -14,142 -39%
RMCM
1814
Reynders McVeigh Capital Management
Massachusetts
$635K +$61.3K +2,100 +11%
PSB
1815
Piscataqua Savings Bank
New Hampshire
$634K -$19.2K -659 -3%
KWM
1816
KFG Wealth Management
Indiana
$632K -$3.91K -134 -0.6%
RTC
1817
Riverview Trust Company
Washington
$632K +$2.65K +91 +0.4%
CFP
1818
Catalyst Financial Partners
Massachusetts
$631K +$117K +4,001 +22%
Fiera Capital (Canada)
1819
Fiera Capital (Canada)
Quebec, Canada
$631K -$17.3K -593 -3%
UPS
1820
UHLMANN PRICE SECURITIES
Illinois
$631K +$636K +21,792 New
CANC
1821
Culbertson A N & Co
Virginia
$630K -$12K -410 -2%
WP
1822
WealthShield Partners
North Carolina
$628K +$36.8K +1,260 +6%
BB
1823
Berkshire Bank
Massachusetts
$627K +$5.57K +191 +0.9%
FWA
1824
FSC Wealth Advisors
New York
$624K +$233 +8 +0%
TCM
1825
Telos Capital Management
California
$624K +$11.6K +397 +2%