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Name Holding Trade Value Shares
Change
Change in
Stake
HR
1251
Hardy Reed
Mississippi
$236K -$1.97K -26 -0.9%
TPA
1252
Trivium Point Advisory
Connecticut
$236K +$213K +2,819 New
IAN
1253
Integrated Advisors Network
Texas
$236K +$213K +2,818 New
PL
1254
Perpetual Ltd
Australia
$235K -$681 -9 -0.3%
CWA
1255
CM Wealth Advisors
Ohio
$235K
BPW
1256
BlueDoor Private Wealth
Massachusetts
$234K +$212K +2,804 New
PCG
1257
PFC Capital Group
California
$234K +$212K +2,800 New
CT
1258
Colonial Trust
South Carolina
$233K +$40.9K +540 +24%
TBA
1259
Tower Bridge Advisors
Pennsylvania
$233K -$15.1K -200 -7%
CCM
1260
Conway Capital Management
California
$232K -$28.4K -375 -12%
RSWM
1261
Robertson Stephens Wealth Management
California
$230K +$209K +2,758 New
FHB
1262
First Hawaiian Bank
Hawaii
$230K +$208K +2,753 New
KP
1263
Keel Point
Alabama
$230K +$208K +2,747 New
SOW
1264
State of Wyoming
Wyoming
$229K -$219K -2,888 -51%
SIA
1265
SeaBridge Investment Advisors
New Jersey
$229K +$207K +2,737 New
BBPWM
1266
Blue Bell Private Wealth Management
Pennsylvania
$228K
CT
1267
ClearAlpha Technologies
Connecticut
$228K -$2.17M -28,640 -91%
NFG
1268
Nations Financial Group
Iowa
$228K +$206K +2,722 New
GWP
1269
Gateway Wealth Partners
Wisconsin
$227K -$143K -1,885 -41%
BHIA
1270
Birch Hill Investment Advisors
Massachusetts
$227K -$11.4K -150 -5%
FFA
1271
First Foundation Advisors
California
$227K +$205K +2,714 New
BFA
1272
Beaumont Financial Advisors
Massachusetts
$226K +$204K +2,700 New
CPC
1273
Consolidated Planning Corp
Georgia
$225K +$204K +2,697 New
Fisher Asset Management
1274
Fisher Asset Management
Washington
$225K +$204K +2,693 New
AMG
1275
Advisors Management Group
Wisconsin
$225K +$204K +2,699 New