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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1101
MGO One Seven
Ohio
$259K -$19.4K -233 -6%
TFM
1102
TFC Financial Management
Massachusetts
$258K -$11.7K -141 -4%
OWP
1103
Obermeyer Wealth Partners
Colorado
$258K
PWA
1104
Phoenix Wealth Advisors
North Carolina
$255K -$10.2K -123 -3%
CS
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
FIA
1113
Foundations Investment Advisors
Arizona
$251K -$51.4K -617 -15%
ISL
1114
Ingalls & Snyder LLC
New York
$250K
APW
1115
Acima Private Wealth
Virginia
$247K
ACM
1116
Alethea Capital Management
Washington
$247K
HFM
1117
Harvest Fund Management
China
$246K
IP
1118
Investment Partners
Ohio
$246K +$33K +396 +13%
IWM
1119
IHT Wealth Management
Illinois
$245K +$24.9K +299 +9%
WF
1120
WoodTrust Financial
Wisconsin
$243K -$27.8K -334 -9%
IG
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