Name Holding Trade Value Shares
Change
Change in
Stake
TPW
2326
Tiller Private Wealth
Pennsylvania
$642K +$38.1K +735 +6%
HHGA
2327
Halbert Hargrove Global Advisors
California
$639K -$291K -5,608 -31%
BBPWM
2328
Blue Bell Private Wealth Management
Pennsylvania
$639K +$5.19K +100 +0.8%
PAG
2329
Private Advisory Group
Washington
$636K -$3.58M -68,943 -85%
PAG
2330
Paladin Advisory Group
Iowa
$635K +$639K +12,314 New
CWM
2331
Cahaba Wealth Management
Georgia
$634K +$40.6K +782 +6%
KCFA
2332
Key Client Fiduciary Advisors
New Jersey
$634K +$82.8K +1,596 +15%
MSR
2333
Main Street Research
Connecticut
$631K +$209K +4,021 +49%
CWA
2334
Clearview Wealth Advisors
Oregon
$630K -$12.1K -233 -2%
FCFC
2335
First Citizens Financial Corp
Iowa
$628K – – –
CA
2336
Cambridge Advisors
Nebraska
$624K -$7.26K -140 -1%
JBA
2337
Johnson Bixby & Associates
Washington
$623K -$24.4K -470 -4%
CL
2338
CSS LLC
Illinois
$622K +$104K +2,000 +20%
RGC
2339
Roberts, Glore & Co
Illinois
$621K -$65.7K -1,266 -10%
GWI
2340
Grace & White Inc
New York
$621K – – –
MWC
2341
MBM Wealth Consultants
Missouri
$620K -$216K -4,154 -26%
SIA
2342
SkyView Investment Advisors
New Jersey
$617K -$1.87K -36 -0.3%
WBG
2343
Wharton Business Group
Pennsylvania
$616K – – –
RCWM
2344
Royal Capital Wealth Management
Indiana
$615K +$59.7K +1,150 +11%
AGA
2345
Accuvest Global Advisors
Utah
$613K +$72.4K +1,395 +13%
FBA
2346
Front Barnett Associates
Illinois
$612K -$9.91K -191 -2%
ICM
2347
IMS Capital Management
Oregon
$612K +$40.7K +785 +7%
LFG
2348
Larson Financial Group
Missouri
$611K -$171K -3,304 -22%
CC
2349
Constitution Capital
Connecticut
$610K +$353K +6,799 +136%
LA
2350
LexAurum Advisors
Kansas
$609K -$59.4K -1,145 -9%