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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
2051
Realta Investment Advisors
Delaware
$207K -$99.5K -866 -33%
AA
2052
Altrafin AG
$207K +$200K +1,737 New
GFP
2053
Gryphon Financial Partners
Ohio
$207K -$37.1K -323 -16%
SWM
2054
Sugarloaf Wealth Management
Georgia
$206K -$28.3K -246 -12%
MFA
2055
Mayflower Financial Advisors
Massachusetts
$205K -$1.84K -16 -0.9%
PGA
2056
Portland Global Advisors
Maine
$205K -$23K -200 -10%
TCPG
2057
Trivant Custom Portfolio Group
California
$204K -$2.18M -19,005 -92%
JWM
2058
Jessup Wealth Management
Ohio
$204K -$48.9K -425 -20%
FPA
2059
First Pacific Advisors
California
$204K
PCH
2060
PGIM Custom Harvest
New Jersey
$204K +$197K +1,710 New
MA
2061
MJP Associates
Connecticut
$203K -$117K -1,016 -37%
RWP
2062
Ridgecrest Wealth Partners
California
$203K
SAM
2063
Summit Asset Management
Tennessee
$203K -$10.8K -94 -5%
KIC
2064
Keating Investment Counselors
Florida
$202K
MHIC
2065
Marble Harbor Investment Counsel
Massachusetts
$202K
CFD
2066
Creative Financial Designs
Indiana
$202K +$4.94K +43 +3%
PWM
2067
Prentice Wealth Management
New York
$202K -$230K -2,000 -54%
CWM
2068
Cahaba Wealth Management
Georgia
$201K -$18K -157 -9%
P
2069
&Partners
Tennessee
$200K +$193K +1,683 New
LWM
2070
Lyell Wealth Management
California
$200K -$193K -1,677 -50%
WFA
2071
West Financial Advisors
Iowa
$199K +$8.51K +74 +5%
MIP
2072
Mondrian Investment Partners
United Kingdom
$199K +$160K +1,388 +489%
BFPW
2073
BOK Financial Private Wealth
Colorado
$198K
FCAG
2074
First Capital Advisors Group
New Jersey
$194K -$2.87K -25 -2%
AS
2075
AM Squared
Hong Kong
$190K -$471K -4,100 -72%