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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1026
Quadrant Private Wealth Management
Pennsylvania
$275K +$230K +359 New
CRC
1027
Curi RMB Capital
Illinois
$274K +$230K +358 New
CFP
1028
Comprehensive Financial Planning
Pennsylvania
$274K +$229K +357 New
GSEP
1029
Golden State Equity Partners
California
$274K +$229K +357 New
LAM
1030
Longboard Asset Management
Arizona
$273K +$228K +356 New
GDP
1031
Great Diamond Partners
Maine
$272K -$30.8K -48 -12%
FCH
1032
Freestone Capital Holdings
Washington
$272K +$228K +355 New
KWA
1033
Kondo Wealth Advisors
California
$271K +$1.28K +2 +0.5%
WA
1034
WPG Advisers
Maryland
$269K +$1.28K +2 +0.6%
AAM
1035
Aureus Asset Management
Massachusetts
$269K +$225K +351 New
VanEck Associates
1036
VanEck Associates
New York
$269K +$225K +351 New
GFP
1037
Gryphon Financial Partners
Ohio
$269K +$225K +350 New
FCM
1038
Fortis Capital Management
Washington
$266K +$222K +346 New
BIG
1039
Brookwood Investment Group
Arizona
$261K -$245K -382 -53%
LG
1040
LaFleur & Godfrey
Michigan
$261K +$218K +340 New
OWA
1041
Opal Wealth Advisors
New York
$260K +$40.4K +63 +23%
MCM
1042
MAI Capital Management
Ohio
$260K +$14.8K +23 +7%
UFF
1043
USA Financial Formulas
Michigan
$259K -$122K -190 -36%
CCM
1044
Cloud Capital Management
Washington
$258K +$11.6K +18 +5%
MAWA
1045
Moss Adams Wealth Advisors
Washington
$257K +$215K +335 New
PCS
1046
Private Client Services
Kentucky
$256K +$214K +334 New
OTL
1047
Oak Thistle LLC
New York
$256K -$202K -315 -49%
BFG
1048
Berger Financial Group
Minnesota
$251K +$210K +327 New
CA
1049
Continuum Advisory
Idaho
$250K +$19.9K +31 +11%
CSPIA
1050
Cary Street Partners Investment Advisory
Virginia
$249K +$209K +325 New