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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1676
Brandywine Oak Private Wealth
Pennsylvania
$710K -$22.9K -117 -3%
PFWA
1677
Paces Ferry Wealth Advisors
Georgia
$708K +$86.6K +443 +12%
IWM
1678
Integris Wealth Management
California
$707K -$7.42K -38 -0.9%
PPG
1679
Peak Planning Group
Colorado
$707K -$119K -607 -13%
HPC
1680
HM Payson & Co
Maine
$707K -$41.4K -212 -5%
WCWM
1681
Wooster Corthell Wealth Management
Connecticut
$707K +$2.73K +14 +0.3%
BIA
1682
Benchmark Investment Advisors
Illinois
$706K -$293K -1,502 -27%
WW
1683
Waterfront Wealth
Kansas
$706K +$65.6K +336 +9%
IIM
1684
InTrack Investment Management
Vermont
$704K +$78.7K +403 +11%
FCM
1685
Firsthand Capital Management
California
$703K -$195K -1,000 -20%
CIA
1686
Compass Ion Advisors
Pennsylvania
$701K -$8.01K -41 -1%
CMTU
1687
Capital Markets Trading (UK)
United Kingdom
$701K -$2.02M -10,335 -72%
MFA
1688
Mayflower Financial Advisors
Massachusetts
$701K -$933K -4,773 -54%
LA
1689
LVW Advisors
New York
$700K -$42.8K -219 -5%
FFA
1690
Fi3 Financial Advisors
Indiana
$698K -$31.8K -163 -4%
HI
1691
Hoey Investments
Pennsylvania
$698K -$467K -2,390 -38%
OPW
1692
Oxler Private Wealth
New York
$698K +$776K +3,970 New
PCA
1693
Pallas Capital Advisors
Massachusetts
$697K +$88.5K +453 +13%
MWM
1694
MinichMacGregor Wealth Management
New York
$695K +$4.1K +21 +0.5%
BDF
1695
Black Diamond Financial
Maryland
$694K
PIC
1696
Portland Investment Counsel
Ontario, Canada
$694K +$771K +3,947 New
SIA
1697
Sit Investment Associates
Minnesota
$693K -$348K -1,780 -31%
MA
1698
MJP Associates
Connecticut
$693K +$179K +918 +30%
AWM
1699
Aspire Wealth Management
Massachusetts
$692K +$32.2K +165 +4%
LCS
1700
Levin Capital Strategies
New York
$691K