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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1376
Concord Wealth Partners
Virginia
$3.3M +$142K +344 +4%
CGA
1377
Crescent Grove Advisors
Illinois
$3.3M +$13.6K +33 +0.4%
PWS
1378
Proactive Wealth Strategies
Georgia
$3.3M +$1.06M +2,568 +41%
AOWM
1379
Asset One Wealth Management
Washington
$3.29M +$458K +1,111 +15%
TC
1380
TFR Capital
Texas
$3.28M +$310K +753 +9%
CAM
1381
Clark Asset Management
New Hampshire
$3.28M +$1.31M +3,180 +56%
NFG
1382
Northbridge Financial Group
Florida
$3.28M +$121K +293 +3%
PWP
1383
Private Wealth Partners
California
$3.27M +$1.1M +2,664 +43%
IPW
1384
Impact Partnership Wealth
Georgia
$3.26M +$490K +1,190 +16%
SF
1385
Seek First
California
$3.26M -$93.1K -226 -3%
Williams Jones Wealth Management
1386
Williams Jones Wealth Management
New York
$3.25M -$512K -1,242 -12%
TCBWMS
1387
Texas Capital Bank Wealth Management Services
Texas
$3.25M +$454K +1,103 +14%
CFO
1388
CVA Family Office
Colorado
$3.25M +$135K +327 +4%
EAM
1389
Evanson Asset Management
California
$3.24M +$198K +481 +6%
MWA
1390
Marathon Wealth Advisors
Massachusetts
$3.24M +$57.3K +139 +2%
AGWCA
1391
Annis Gardner Whiting Capital Advisors
Florida
$3.24M -$475K -1,153 -12%
CAMV
1392
Concord Asset Management (Virginia)
Virginia
$3.23M +$131K +318 +4%
SIA
1393
SkyView Investment Advisors
New Jersey
$3.23M +$7.42K +18 +0.2%
Schonfeld Strategic Advisors
1394
Schonfeld Strategic Advisors
New York
$3.23M -$165M -401,316 -98%
DQRIM
1395
Dale Q Rice Investment Management
Washington
$3.21M +$173K +420 +5%
FP
1396
Financial Perspectives
Minnesota
$3.21M – – –
SP
1397
Stablepoint Partners
Massachusetts
$3.2M -$172K -418 -5%
CWWM
1398
Clear Wave Wealth Management
New Jersey
$3.2M +$3.55M +8,608 New
PGIM Custom Harvest
1399
PGIM Custom Harvest
New Jersey
$3.2M +$356K +865 +11%
IIL
1400
Income Insurance Ltd
$3.2M – – –