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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2101
Parcion Private Wealth
Washington
$226K +$75.7K +400 +28%
PPP
2102
Private Portfolio Partners
New Jersey
$226K +$24.2K +128 +7%
PFWA
2103
Paces Ferry Wealth Advisors
Georgia
$225K -$47.9K -253 -12%
Edgewood Management
2104
Edgewood Management
Connecticut
$225K
FMB
2105
Field & Main Bank
Kentucky
$225K +$38.1K +201 +12%
AWA
2106
Acorn Wealth Advisors
Michigan
$224K +$5.3K +28 +2%
SF
2107
Safeguard Financial
Wisconsin
$224K +$85.8K +453 +33%
WP
2108
WealthSpring Partners
California
$224K +$5.68K +30 +2%
MC
2109
Merlin Capital
Rhode Island
$224K +$32K +169 +10%
PAM
2110
Paradigm Asset Management
New York
$224K -$151K -800 -31%
UW
2111
Unique Wealth
Florida
$224K +$344K +1,816 New
TAM
2112
Trillium Asset Management
Massachusetts
$223K -$72.1K -381 -17%
EA
2113
Eclectic Associates
California
$223K +$38.2K +202 +13%
RBC
2114
Rye Brook Capital
Connecticut
$222K
GA
2115
Goldstein Advisors
Wisconsin
$222K +$342K +1,804 New
RWA
2116
Rooted Wealth Advisors
Illinois
$222K +$342K +1,805 New
HW
2117
Hamilton Wealth
California
$222K -$265K -1,401 -44%
FNT
2118
First Nebraska Trust
Nebraska
$222K
PIC
2119
Platt Investment Counsel
Florida
$222K
TCWA
2120
Ten Capital Wealth Advisors
Washington
$222K +$166K +878 +95%
ML
2121
Mayport LLC
Massachusetts
$221K -$15.7K -83 -4%
C
2122
CEDRUS
Colorado
$221K -$5.87K -31 -2%
DWMG
2123
DB Wealth Management Group
California
$221K
HFRG
2124
Houlihan Financial Resource Group
Virginia
$220K -$4.54K -24 -2%
SIA
2125
Strategic Investment Advisors
Michigan
$220K +$179K +943 +112%