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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2576
Winthrop Advisory Group
Massachusetts
$371K +$91.5K +266 +32%
JPWM
2577
Jamison Private Wealth Management
Georgia
$371K +$75.7K +220 +25%
SRL
2578
Scientech Research LLC
New Jersey
$371K -$686K -1,993 -64%
MPW
2579
Magnolia Private Wealth
Pennsylvania
$371K +$47.5K +138 +14%
NWM
2580
Nolet Wealth Management
Texas
$371K +$41.6K +121 +12%
GWWM
2581
Great Waters Wealth Management
Minnesota
$370K -$6.19K -18 -2%
AFA
2582
Allium Financial Advisors
Oregon
$370K
HPA
2583
High Probability Advisors
New York
$369K +$147K +427 +64%
TF
2584
Tompkins Financial
New York
$367K -$27.2K -79 -7%
PK
2585
Pflug Koory
Nebraska
$367K
RWM
2586
Rockwood Wealth Management
Pennsylvania
$367K -$12K -35 -3%
RW
2587
REDW Wealth
New Mexico
$365K +$3.79K +11 +1%
CI
2588
Cambiar Investors
Colorado
$364K -$172K -501 -32%
NC
2589
NewSquare Capital
Pennsylvania
$363K +$370K +1,074 New
FFB
2590
First Financial Bankshares
Texas
$363K -$10.3K -30 -3%
EFA
2591
Evernest Financial Advisors
Indiana
$363K +$344 +1 +0.1%
RCWM
2592
Red Crane Wealth Management
California
$362K
BIA
2593
Bigelow Investment Advisors
Maine
$362K +$19.6K +57 +6%
FWP
2594
Falcon Wealth Planning
California
$361K +$99.1K +288 +37%
UCB
2595
United Community Bank
South Carolina
$361K -$47.5K -138 -11%
FPN
2596
Financial Planning Navigators
Minnesota
$361K +$28.6K +83 +8%
PWMAG
2597
Pinnacle Wealth Management Advisory Group
New Jersey
$361K +$367K +1,067 New
BFA
2598
Beacon Financial Advisory
Ohio
$360K +$12.7K +37 +4%
CPL
2599
Capital & Planning LLC
Georgia
$359K +$366K +1,063 New
BP
2600
BWM Planning
Texas
$359K -$10.7K -31 -3%