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Name Holding Trade Value Shares
Change
Change in
Stake
SPP
1726
Single Point Partners
Massachusetts
$398K +$379K +18,984 New
AI
1727
Accredited Investors
Minnesota
$396K -$167K -8,381 -31%
PFA
1728
Peak Financial Advisors
Colorado
$396K +$377K +18,902 New
EWM
1729
Endurance Wealth Management
Rhode Island
$395K -$122K -6,108 -24%
WDG
1730
Wealth Dimensions Group
Ohio
$395K -$122K -6,106 -24%
HIM
1731
Hotaling Investment Management
Pennsylvania
$395K -$65.1K -3,267 -15%
SAA
1732
Southeast Asset Advisors
Georgia
$394K -$120K -6,030 -24%
RPCONE
1733
Retirement Planning Company of New England
Rhode Island
$393K -$147K -7,387 -28%
TPWM
1734
Twelve Points Wealth Management
Massachusetts
$393K -$119K -5,972 -24%
BFO
1735
Boston Family Office
Massachusetts
$392K -$172K -8,639 -32%
AWM
1736
Avaii Wealth Management
Wisconsin
$392K -$40.2K -2,015 -10%
WCM
1737
Weik Capital Management
Pennsylvania
$392K -$32.2K -1,615 -8%
BFA
1738
Beaumont Financial Advisors
Massachusetts
$391K -$71.2K -3,572 -16%
HCM
1739
Hall Capital Management
Rhode Island
$390K -$280K -14,036 -43%
MA
1740
MKT Advisors
California
$390K -$163K -8,189 -30%
MAM
1741
Martingale Asset Management
Massachusetts
$390K -$121K -6,078 -25%
CHP
1742
Cable Hill Partners
Oregon
$390K -$5.8K -291 -2%
FCFC
1743
First Commonwealth Financial Corp
Pennsylvania
$389K -$324K -16,250 -47%
PA
1744
PSI Advisors
Florida
$389K -$142K -7,136 -28%
GM
1745
GeoWealth Management
Illinois
$388K -$157K -7,867 -30%
MMHP
1746
Murphy Middleton Hinkle & Parker
Georgia
$388K -$142K -7,145 -28%
1WM
1747
1900 Wealth Management
Texas
$388K -$106K -5,305 -22%
GCM
1748
Gibraltar Capital Management
Oklahoma
$387K -$206K -10,344 -36%
ACA
1749
Ascension Capital Advisors
Texas
$387K -$114K -5,713 -24%
HNWAG
1750
High Net Worth Advisory Group
Florida
$387K -$109K -5,479 -23%