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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1851
Parcion Private Wealth
Washington
$475K +$60K +2,381 +14%
BIG
1852
Brookwood Investment Group
Arizona
$474K +$36.5K +1,449 +8%
NFG
1853
Norris Financial Group
South Carolina
$473K +$27.7K +1,100 +6%
CA
1854
Claris Advisors
Missouri
$470K -$149K -5,923 -24%
ICP
1855
Interchange Capital Partners
Pennsylvania
$469K -$34.9K -1,383 -7%
SAM
1856
Sompo Asset Management
Japan
$468K +$35.1K +1,390 +8%
OLA
1857
Oliver Luxxe Assets
New Jersey
$467K -$24.2K -960 -5%
BCM
1858
Beddow Capital Management
Wyoming
$467K -$403K -16,000 -46%
VW
1859
Vantus Wealth
Pennsylvania
$467K +$473K +18,748 New
MSFP
1860
Mark Sheptoff Financial Planning
Connecticut
$467K -$22.7K -900 -5%
Accredited Investors
1861
Accredited Investors
Minnesota
$466K -$10.5K -415 -2%
CWM
1862
Collaborative Wealth Management
Florida
$465K +$471K +18,676 New
PWA
1863
Pitcairn Wealth Advisors
Pennsylvania
$464K +$470K +18,651 New
WW
1864
Waterfront Wealth
Kansas
$464K -$10.3K -409 -2%
IFS
1865
Ifrah Financial Services
Arkansas
$464K -$5.65K -224 -1%
KFG
1866
Kelly Financial Group
Connecticut
$462K +$1.72K +68 +0.4%
RLWM
1867
RF&L Wealth Management
Massachusetts
$461K +$467K +18,500 New
TFIPS
1868
Towarzystwo Funduszy Inwestycyjnych PZU SA
$460K -$161K -6,380 -26%
CH
1869
Cromwell Holdings
Wyoming
$460K +$94.3K +3,740 +25%
GWMR
1870
GC Wealth Management RIA
Massachusetts
$460K -$1.23M -48,783 -73%
BWM
1871
BankPlus Wealth Management
Mississippi
$459K -$15.8K -625 -3%
RWMG
1872
Redwood Wealth Management Group
New Jersey
$459K -$88.2K -3,496 -16%
W
1873
Wealthquest
Ohio
$459K +$32.2K +1,278 +7%
SAMC
1874
Spectrum Asset Management (California)
California
$458K +$14.8K +586 +3%
TCM
1875
Triumph Capital Management
Colorado
$458K +$237K +9,411 +105%