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Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
1151
Y.D. More Investments
Israel
$356K +$310K +2,717 +679%
PWM
1152
Power Wealth Management
Georgia
$355K -$108K -943 -23%
SL
1153
Sentinus LLC
Illinois
$354K +$41.5K +364 +13%
CWP
1154
Cyndeo Wealth Partners
Florida
$354K +$104K +913 +42%
ES
1155
Eagle Strategies
New York
$350K +$3.08K +27 +0.9%
OPWM
1156
Oxinas Partners Wealth Management
Indiana
$350K -$3.54K -31 -1%
RhumbLine Advisers
1157
RhumbLine Advisers
Massachusetts
$349K +$46.7K +409 +15%
BFG
1158
Birch Financial Group
New Hampshire
$349K -$307K -2,693 -47%
KV
1159
Kickstand Ventures
New York
$349K +$349K +3,054 New
QPWM
1160
Quadrant Private Wealth Management
Pennsylvania
$346K -$168K -1,470 -33%
GJWM
1161
Gilliland Jeter Wealth Management
Arkansas
$345K -$9.36K -82 -3%
GH
1162
GAM Holding
Switzerland
$343K -$303K -2,657 -47%
TCA
1163
Trifecta Capital Advisors
Illinois
$343K -$34K -298 -9%
FFA
1164
First Foundation Advisors
California
$343K – – –
MIM
1165
Montgomery Investment Management
Maryland
$343K – – –
EA
1166
Emerald Advisors
Washington
$343K +$107K +937 +45%
DAM
1167
Deltec Asset Management
New York
$343K +$342K +3,000 New
MWM
1168
Modera Wealth Management
New Jersey
$342K +$23.1K +202 +7%
SSWM
1169
Smith Salley Wealth Management
North Carolina
$341K +$47K +412 +16%
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$341K -$19.3K -169 -5%
Chevy Chase Trust
1171
Chevy Chase Trust
Maryland
$340K -$131K -1,145 -28%
RCM
1172
Raleigh Capital Management
North Carolina
$338K +$122K +1,070 +57%
WA
1173
WP Advisors
California
$335K – – –
CFG
1174
CKW Financial Group
Hawaii
$333K – – –
SIG
1175
Sargent Investment Group
Maryland
$330K +$42.2K +370 +15%