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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2051
TriaGen Wealth Management
California
$488K +$486K +13,255 New
HWA
2052
Heritage Wealth Advisors
Virginia
$487K +$14.1K +385 +3%
RA
2053
Reby Advisors
Connecticut
$487K +$485K +13,217 New
PFA
2054
Pathway Financial Advisors
Vermont
$485K -$146K -3,989 -22%
ESCM
2055
Echo Street Capital Management
New York
$485K +$483K +13,173 New
BRA
2056
Bender Robert & Associates
California
$484K -$26K -710 -5%
CWM
2057
Connecticut Wealth Management
Connecticut
$483K -$35.4K -965 -7%
MA
2058
MONECO Advisors
Connecticut
$483K +$64.5K +1,758 +15%
EWA
2059
Encompass Wealth Advisors
Oregon
$483K +$481K +13,122 New
RDFA
2060
Ritter Daniher Financial Advisory
Ohio
$482K +$480K +13,084 New
DTC
2061
Davidson Trust Company
Washington
$481K -$300K -8,180 -38%
AIM
2062
Avity Investment Management
Connecticut
$481K -$28.4K -773 -6%
SFO
2063
Standard Family Office
South Dakota
$481K +$480K +13,079 New
BCM
2064
Barometer Capital Management
Ontario, Canada
$481K +$484K +13,200 New
PC
2065
Port Capital
Illinois
$478K -$19K -518 -4%
MA
2066
MJP Associates
Connecticut
$478K +$476K +12,975 New
BWA
2067
Burt Wealth Advisors
Maryland
$477K -$25.3K -691 -5%
GWSG
2068
GPS Wealth Strategies Group
Colorado
$477K -$8.62K -235 -2%
CCP
2069
Cardan Capital Partners
Colorado
$477K +$57.4K +1,566 +14%
PWMG
2070
Prestige Wealth Management Group
New Jersey
$475K -$53.3K -1,453 -10%
JWM
2071
Janiczek Wealth Management
Colorado
$475K +$18K +491 +4%
IWP
2072
Icon Wealth Partners
Texas
$474K -$29.1K -794 -6%
PPP
2073
Private Portfolio Partners
New Jersey
$474K -$275K -7,494 -37%
GDP
2074
Great Diamond Partners
Maine
$473K -$61.8K -1,686 -12%
NME
2075
Notis-McConarty Edward
$470K -$25.3K -689 -5%