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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2101
Sightline Wealth Advisors
Connecticut
$386K +$2.49K +95 +0.6%
GAM
2102
Gould Asset Management
California
$386K +$654 +25 +0.2%
NP
2103
Nilsine Partners
Colorado
$385K +$84.9K +3,245 +27%
HBW
2104
Hazlett, Burt & Watson
West Virginia
$385K -$4.34K -166 -1%
PGWM
2105
Pitti Group Wealth Management
New York
$385K +$27.7K +1,060 +8%
DWAM
2106
Duncan Williams Asset Management
Tennessee
$384K -$11.7K -449 -3%
CCFM
2107
Clear Creek Financial Management
Washington
$384K -$123K -4,701 -24%
BWM
2108
Blossom Wealth Management
California
$384K +$55.8K +2,131 +16%
TPWM
2109
Twelve Points Wealth Management
Massachusetts
$383K -$183 -7 -0%
NCM
2110
Noesis Capital Mangement
Florida
$383K -$32.2K -1,231 -8%
GPW
2111
Genesis Private Wealth
Virginia
$382K +$395K +15,084 New
WC
2112
Waterloo Capital
Texas
$381K +$10.6K +405 +3%
LIA
2113
LBMC Investment Advisors
Tennessee
$381K +$7.41K +283 +2%
AWM
2114
Aberdeen Wealth Management
Illinois
$380K -$10.4K -398 -3%
SM
2115
Southport Management
Wyoming
$380K -$262K -10,000 -40%
PCM
2116
Ping Capital Management
New York
$380K
BRM
2117
Boston Research & Management
Massachusetts
$380K
JEST
2118
JTC Employer Solutions Trustee
Jersey
$380K
FPL
2119
Fortress Private Ledger
North Carolina
$379K -$8.85K -338 -2%
WP
2120
Westmount Partners
California
$378K +$183 +7 +0%
WAG
2121
Winthrop Advisory Group
Massachusetts
$377K -$16.3K -622 -4%
RWM
2122
RKL Wealth Management
Pennsylvania
$377K -$174K -6,646 -31%
PVAMC
2123
PPS&V Asset Management Consultants
Michigan
$377K -$8.24K -315 -2%
MCM
2124
Maple Capital Management
Vermont
$377K -$69.3K -2,650 -15%
SPF
2125
South Plains Financial
Texas
$376K -$40K -1,529 -9%