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Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1826
Partners Capital Investment Group
Massachusetts
$202K +$197K +13,421 New
HWP
1827
Heritage Wealth Partners
Ohio
$201K -$23.3K -1,589 -11%
WHC
1828
Wulff, Hansen & Co
California
$201K +$16.9K +1,150 +9%
BBW
1829
Blue Barn Wealth
Utah
$201K +$22.7K +1,546 +13%
TT
1830
TI-Trust
Illinois
$201K -$5.28K -360 -3%
FAM
1831
Flaharty Asset Management
Florida
$201K -$52.4K -3,573 -21%
CST
1832
Charles Schwab Trust
Nevada
$200K +$196K +13,348 New
PWP
1833
Phillips Wealth Planners
Mississippi
$199K -$36.3K -2,476 -16%
DOA
1834
D'Orazio & Associates
Virginia
$199K +$23K +1,570 +13%
KA
1835
Kooman & Associates
Pennsylvania
$199K -$28.1K -1,917 -13%
WE
1836
Wealth Effects
Massachusetts
$198K -$94.4K -6,439 -33%
HPM
1837
Hoxton Planning & Management
West Virginia
$198K -$72K -4,910 -27%
HGERS
1838
Householder Group Estate & Retirement Specialist
Arizona
$198K +$193K +13,155 New
UAS
1839
United Asset Strategies
New York
$197K -$304K -20,722 -61%
PWP
1840
Private Wealth Partners
California
$197K -$33.7K -2,300 -15%
SWP
1841
Semus Wealth Partners
Florida
$197K -$1.64K -112 -0.8%
EW
1842
Element Wealth
Mississippi
$196K -$4.22K -288 -2%
NAS
1843
NWF Advisory Services
California
$196K -$19.6K -1,338 -9%
RWI
1844
Red Wave Investments
Pennsylvania
$196K -$3.37K -230 -2%
ACM
1845
Advisors Capital Management
New Jersey
$196K -$36.3M -2,477,046 -99%
PWA
1846
Physician Wealth Advisors
Utah
$196K -$2.93K -200 -1%
CWR
1847
Chico Wealth RIA
California
$196K +$191K +13,017 New
AWS
1848
Aspen Wealth Strategies
Colorado
$195K +$190K +12,965 New
NFC
1849
Northeast Financial Consultants
Connecticut
$195K
AWM
1850
Affinity Wealth Management
Delaware
$194K +$1.94K +132 +1%