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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2176
Prentice Wealth Management
New York
$445K +$89.6K +448 +36%
EPWM
2177
Essex Private Wealth Management
Massachusetts
$444K -$200 -1 -0.1%
OWM
2178
Opes Wealth Management
California
$442K +$76.8K +384 +29%
BMC
2179
Benin Management Corp
Connecticut
$441K – – –
HTHT
2180
Hemenway Trust Hemenway Trust
New Hampshire
$441K +$114K +570 +51%
AFG
2181
ABLE Financial Group
Arizona
$441K +$12.6K +63 +4%
RWG
2182
Regal Wealth Group
California
$440K – – –
RFP
2183
Root Financial Partners
California
$440K +$11.8K +59 +4%
XSC
2184
X-Square Capital
Puerto Rico
$440K +$336K +1,681 New
SCA
2185
Stillwater Capital Advisors
Pennsylvania
$440K – – –
OAM
2186
Oak Asset Management
California
$440K +$5.4K +27 +2%
ML
2187
Mayport LLC
Massachusetts
$439K -$23.2K -116 -6%
IFAM
2188
Institutional & Family Asset Management
Colorado
$439K +$13.6K +68 +4%
PA
2189
PFW Advisors
Georgia
$437K +$361K +1,803 New
BWA
2190
Beam Wealth Advisors
Louisiana
$437K +$5.2K +26 +2%
BWA
2191
Blodgett Wealth Advisors
California
$437K -$72K -360 -18%
PWM
2192
Provident Wealth Management
Tennessee
$436K -$5.6K -28 -2%
LFA
2193
LGT Financial Advisors
Texas
$436K – – –
C
2194
CEDRUS
Colorado
$436K -$12.6K -63 -4%
GM
2195
Granger Management
New York
$436K -$2.2K -11 -0.7%
IBOK
2196
Independence Bank of Kentucky
Kentucky
$436K +$4.8K +24 +1%
GFPC
2197
Global Financial Private Client
Florida
$435K -$200 -1 -0.1%
CIA
2198
Cape Investment Advisory
Georgia
$432K +$10.2K +51 +3%
BWM
2199
BlackDiamond Wealth Management
New York
$432K -$16.6K -83 -5%
OWM
2200
OneAscent Wealth Management
Alabama
$431K -$135K -677 -29%
86 87
88
89 90