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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2576
Bigelow Investment Advisors
Maine
$579K +$57.2K +141 +13%
CA
2577
Cornerstone Advisory
Maryland
$577K +$30K +74 +7%
NF
2578
Nvest Financial
New Hampshire
$577K +$1.22K +3 +0.2%
JWM
2579
JDH Wealth Management
California
$576K +$23.9K +59 +5%
SWM
2580
SilverOak Wealth Management
Minnesota
$576K
TP
2581
Trailhead Planners
Minnesota
$576K
SNPAM
2582
St. Nicholas Private Asset Management
Florida
$576K +$59.2K +146 +14%
APG
2583
Abacus Planning Group
South Carolina
$575K
AWM
2584
Alterna Wealth Management
Texas
$574K +$226K +558 +87%
BP
2585
BWM Planning
Texas
$573K +$55.6K +137 +13%
TPA
2586
Trivium Point Advisory
Connecticut
$573K +$126K +310 +35%
CWP
2587
Curated Wealth Partners
California
$571K +$23.5K +58 +5%
LWA
2588
Lifelong Wealth Advisors
Minnesota
$570K
PMG
2589
ProVise Management Group
Florida
$567K -$13.4K -33 -3%
PWM
2590
Purus Wealth Management
California
$567K +$179K +440 +59%
CCWP
2591
Cedar Cove Wealth Partners
Minnesota
$566K +$8.12K +20 +2%
LSIA
2592
LaSalle St. Investment Advisors
Illinois
$566K +$10.1K +25 +2%
KCM
2593
Kanawha Capital Management
Virginia
$565K +$76.7K +189 +19%
SA
2594
Seneschal Advisors
Washington
$564K -$17.4K -43 -4%
BWM
2595
BCS Wealth Management
Tennessee
$564K +$479K +1,180 New
AFWM
2596
Arta Finance Wealth Management
California
$562K -$90.5K -223 -16%
TL
2597
Tradewinds LLC
North Carolina
$561K +$850K +2,094 +292%
CG
2598
Corundum Group
Colorado
$561K -$47.1K -116 -9%
CIC
2599
Cutler Investment Counsel
Oregon
$559K +$19.1K +47 +4%
CFA
2600
Capstone Financial Advisors
Illinois
$558K -$358K -882 -43%