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Name Holding Trade Value Shares
Change
Change in
Stake
MGO One Seven
1101
MGO One Seven
Ohio
$259K -$19.4K -233 -6%
TFM
1102
TFC Financial Management
Massachusetts
$258K -$11.7K -141 -4%
Obermeyer Wealth Partners
1103
Obermeyer Wealth Partners
Colorado
$258K – – –
PWA
1104
Phoenix Wealth Advisors
North Carolina
$255K -$10.2K -123 -3%
Cannell & Spears
1105
Cannell & Spears
New York
$255K – – –
DI
1106
Diligent Investors
California
$255K – – –
FMLI
1107
Fukoku Mutual Life Insurance
Japan
$255K – – –
PM
1108
Parametrica Management
Hong Kong
$255K +$300K +3,607 New
1IA
1109
1620 Investment Advisors
Massachusetts
$254K +$54.9K +659 +22%
MWA
1110
MFA Wealth Advisors
Pennsylvania
$254K +$299K +3,594 New
BWA
1111
BDO Wealth Advisors
Florida
$253K – – –
CCA
1112
Cobblestone Capital Advisors
New York
$252K – – –
Foundations Investment Advisors
1113
Foundations Investment Advisors
Arizona
$251K -$51.4K -617 -15%
Ingalls & Snyder LLC
1114
Ingalls & Snyder LLC
New York
$250K – – –
APW
1115
Acima Private Wealth
Virginia
$247K – – –
ACM
1116
Alethea Capital Management
Washington
$247K – – –
Harvest Fund Management
1117
Harvest Fund Management
China
$246K – – –
IP
1118
Investment Partners
Ohio
$246K +$33K +396 +13%
IHT Wealth Management
1119
IHT Wealth Management
Illinois
$245K +$24.9K +299 +9%
WF
1120
WoodTrust Financial
Wisconsin
$243K -$27.8K -334 -9%
ING Group
1121
ING Group
Netherlands
$242K -$3.41M -40,951 -92%
PWPS
1122
Pinnacle Wealth Planning Services
Ohio
$242K -$6K -72 -2%
CPWA
1123
Cerro Pacific Wealth Advisors
California
$241K -$144K -1,724 -34%
BWA
1124
Burt Wealth Advisors
Maryland
$240K – – –
CG
1125
Clarus Group
Texas
$240K – – –