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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1601
Parcion Private Wealth
Washington
$286K -$99.8K -6,811 -26%
TGAM
1602
TBH Global Asset Management
Tennessee
$285K +$36.8K +2,509 +15%
JJBC
1603
James J. Burns & Company
New York
$284K +$30.5K +2,084 +12%
SFG
1604
SevenBridge Financial Group
Pennsylvania
$284K -$72.4K -4,940 -21%
ERIC
1605
Eagle Rock Investment Company
Georgia
$284K +$17.6K +1,200 +7%
KWA
1606
Kellett Wealth Advisors
Ohio
$284K +$7.07K +482 +3%
AWM
1607
Avaii Wealth Management
Wisconsin
$283K -$3.74K -255 -1%
RGC
1608
Roberts, Glore & Co
Illinois
$283K -$748 -51 -0.3%
RMAM
1609
Raab & Moskowitz Asset Management
New Jersey
$281K -$10.2K -698 -4%
APW
1610
Austin Private Wealth
Texas
$281K +$26.1K +1,778 +10%
GFPC
1611
Global Financial Private Client
Florida
$281K -$2.4K -164 -0.8%
AWAG
1612
ARS Wealth Advisors Group
Florida
$280K -$61.2K -4,178 -18%
FFWA
1613
FRG Family Wealth Advisors
Washington
$280K -$21.9K -1,493 -7%
SFG
1614
Socha Financial Group
New York
$279K +$33.6K +2,295 +14%
CA
1615
Cornerstone Advisory
Maryland
$278K +$6.55K +447 +2%
VP
1616
Verum Partners
North Carolina
$277K -$9.16K -625 -3%
ACM
1617
Antonetti Capital Management
Florida
$277K -$26.4K -1,800 -9%
AT
1618
Arden Trust
Delaware
$277K -$325K -22,174 -55%
Klingman & Associates
1619
Klingman & Associates
New York
$277K +$24.5K +1,674 +10%
MWP
1620
Madison Wealth Partners
Wisconsin
$277K -$43.4K -2,960 -14%
CFP
1621
Catalyst Financial Partners
Massachusetts
$277K +$100K +6,827 +59%
BIP Wealth
1622
BIP Wealth
Georgia
$277K -$226K -15,394 -46%
SAM
1623
Secure Asset Management
Michigan
$276K +$49.7K +3,388 +23%
KLWA
1624
Kelly Lawrence W & Associates
California
$275K -$111K -7,600 -29%
WTA
1625
Washington Trust Advisors
Massachusetts
$274K -$12.7K -868 -5%