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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
2326
Moller Wealth Partners
$229K -$19.6K -860 -8%
KB
2327
Kimelman & Baird
New York
$229K +$239K +10,515 New
BFM
2328
Boothbay Fund Management
New York
$229K +$240K +10,530 New
WW
2329
Westshore Wealth
California
$228K +$68 +3 +0%
TCOO
2330
Trust Company of Oklahoma
Oklahoma
$227K -$364K -15,988 -60%
RIS
2331
Retirement Income Solutions
Michigan
$227K +$91 +4 +0%
SDH
2332
Sloy Dahl & Holst
Washington
$227K +$1.91K +84 +0.8%
BONST
2333
Bank of Nova Scotia Trust
Ontario, Canada
$227K +$238K +10,442 New
FFS
2334
Founders Financial Securities
Maryland
$226K +$318 +14 +0.1%
BWP
2335
Baldwin Wealth Partners
Massachusetts
$226K +$34.6K +1,523 +17%
GAA
2336
Green Alpha Advisors
Colorado
$225K -$336K -14,776 -59%
PFA
2337
Pure Financial Advisors
California
$225K -$68.5K -3,011 -22%
WC
2338
Weil Company
California
$225K -$55K -2,419 -19%
DI
2339
DFPG Investments
Utah
$225K +$24K +1,057 +11%
NERM
2340
New England Research & Management
Illinois
$224K -$337K -14,809 -59%
RW
2341
REDW Wealth
New Mexico
$224K -$24.9K -1,095 -10%
SIA
2342
SkyView Investment Advisors
New Jersey
$224K
IA
2343
IFG Advisors
Missouri
$224K +$4.96K +218 +2%
LFA
2344
Landmark Financial Advisors
Kentucky
$223K -$500 -22 -0.2%
EWM
2345
Edge Wealth Management
New York
$223K +$130K +5,731 +117%
SFA
2346
Souders Financial Advisors
Ohio
$221K -$26.5K -1,164 -10%
LWMG
2347
Levy Wealth Management Group
Pennsylvania
$221K +$136 +6 +0.1%
SDJVC
2348
St. Denis J. Villere & Co
Louisiana
$220K -$61.6K -2,709 -21%
OFG
2349
Oxford Financial Group
Indiana
$220K +$231K +10,143 New
FNBSF
2350
First National Bank Sioux Falls
South Dakota
$219K -$4.71K -207 -2%