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Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1201
Pine Valley Investments
New Jersey
$367K -$180K -1,416 -34%
JEST
1202
JTC Employer Solutions Trustee
Jersey
$366K
TWM
1203
Tortuga Wealth Management
California
$365K +$9.53K +75 +3%
KI
1204
Keystone Investors
Singapore
$365K +$355K +2,796 New
CWMK
1205
Caliber Wealth Management (Kansas)
Kansas
$362K +$7.62K +60 +2%
IP
1206
Indivisible Partners
Florida
$360K +$71.1K +560 +25%
SFWC
1207
Strategic Family Wealth Counselors
New Jersey
$360K +$127 +1 +0%
Members Trust
1208
Members Trust
Florida
$359K -$25.8K -203 -7%
SBFM
1209
S-Bank Fund Management
Finland
$357K +$348K +2,737 New
MFA
1210
Mayflower Financial Advisors
Massachusetts
$357K +$87K +685 +33%
LW
1211
Linscomb Wealth
Texas
$357K -$25.4K -200 -7%
DP
1212
Dearborn Partners
Illinois
$355K +$635 +5 +0.2%
SL
1213
Sentry LLC
Tennessee
$355K
BSTWA
1214
Blake Schutter Theil Wealth Advisors
Ohio
$355K +$4.19K +33 +1%
AO
1215
Advisor OS
Illinois
$354K +$19.8K +156 +6%
OWP
1216
Obermeyer Wealth Partners
Colorado
$353K -$17.8K -140 -5%
CW
1217
CreativeOne Wealth
Kansas
$352K -$136K -1,072 -28%
SWM
1218
SeaCrest Wealth Management
New York
$352K -$59.5K -468 -15%
LWCFA
1219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$350K
BFA
1220
Bill Few Associates
Pennsylvania
$348K +$52.3K +412 +18%
I
1221
InceptionR
California
$348K -$172K -1,351 -34%
BCM
1222
Buckhead Capital Management
Georgia
$348K -$24.8K -195 -7%
ACP
1223
Aviance Capital Partners
Florida
$348K -$35.7K -281 -10%
CWP
1224
Cyndeo Wealth Partners
Florida
$347K +$7.37K +58 +2%
EFG
1225
Everhart Financial Group
Ohio
$346K -$635 -5 -0.2%