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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1201
Pallas Capital Advisors
Massachusetts
$1.08M +$630K +2,676 New
JFA
1202
Johanson Financial Advisors
California
$1.08M -$31.8K -135 -3%
WA
1203
Wealth Alliance
New York
$1.08M +$162K +687 +20%
WC
1204
Woodstock Corp
Massachusetts
$1.08M
JAWM
1205
J. Arnold Wealth Management
Ohio
$1.08M +$127K +540 +15%
WCWM
1206
Wooster Corthell Wealth Management
Connecticut
$1.07M -$10.6K -45 -1%
BOPW
1207
Brandywine Oak Private Wealth
Pennsylvania
$1.07M +$635K +2,700 +189%
WJA
1208
Willis Johnson & Associates
Texas
$1.06M -$8.47K -36 -0.9%
BMCM
1209
Bryn Mawr Capital Management
Pennsylvania
$1.06M -$4.94K -21 -0.5%
ECU
1210
Eisler Capital (UK)
United Kingdom
$1.05M
MWPCG
1211
Measured Wealth Private Client Group
New Hampshire
$1.05M -$3.53M -15,000 -79%
TFS
1212
Thoroughbred Financial Services
Tennessee
$1.05M
WF
1213
Welch & Forbes
Massachusetts
$1.05M
APWA
1214
Atlas Private Wealth Advisors
New Jersey
$1.04M
AP
1215
Adero Partners
California
$1.04M +$47.3K +201 +5%
F
1216
F3Logic
Minnesota
$1.04M -$34.6K -147 -4%
WC
1217
Weil Company
California
$1.04M
GWMIA
1218
Global Wealth Management Investment Advisory
Florida
$1.03M +$21.9K +93 +2%
PG
1219
Pendal Group
Australia
$1.03M -$4.97M -21,117 -84%
XWM
1220
Xcel Wealth Management
Florida
$1.03M +$58.6K +249 +7%
MFW
1221
Meristem Family Wealth
Minnesota
$1.03M +$519K +2,205 +125%
MCM
1222
Murphy Capital Management
New Jersey
$1.02M -$53K -225 -5%
BL
1223
Balentine LLC
Georgia
$1.02M +$20.5K +87 +2%
Financial Engines Advisors
1224
Financial Engines Advisors
California
$1.02M -$628K -2,667 -40%
ABC
1225
Associated Banc-Corp
Wisconsin
$1.01M