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Name Holding Trade Value Shares
Change
Change in
Stake
GP
1226
Girard Partners
Pennsylvania
$298K – – –
BONST
1227
Bank of Nova Scotia Trust
Ontario, Canada
$298K +$275K +2,951 New
SAG
1228
SageView Advisory Group
California
$298K -$3.63K -39 -1%
BOS
1229
Bank of Stockton
California
$297K – – –
RWP
1230
RWA Wealth Partners
Massachusetts
$297K +$22K +236 +9%
BAM
1231
Blueshift Asset Management
New Jersey
$296K -$182K -1,952 -40%
ONST
1232
Old North State Trust
North Carolina
$294K -$4.37K -47 -2%
IIC
1233
Integrated Investment Consultants
Michigan
$294K -$371K -3,981 -58%
PWMG
1234
Prestige Wealth Management Group
New Jersey
$289K +$263K +2,831 +15,728%
W
1235
WorthPointe
California
$287K +$265K +2,848 New
MCA
1236
Millennium Capital Advisors
Arkansas
$286K -$4.19K -45 -2%
CMI
1237
Clare Market Investments
Texas
$285K +$263K +2,822 New
CAMG
1238
CWA Asset Management Group
Florida
$284K +$262K +2,817 New
RCG
1239
Regatta Capital Group
California
$282K +$10.5K +113 +4%
FT
1240
Fiduciary Trust
Massachusetts
$282K +$58.5K +629 +29%
PWA
1241
Physician Wealth Advisors
Utah
$279K +$23.3K +250 +10%
SQA
1242
Simon Quick Advisors
New Jersey
$279K +$39.8K +428 +18%
FH
1243
FWG Holdings
Florida
$279K +$45.6K +490 +20%
LB
1244
Leo Brokerage
Texas
$278K +$51.1K +549 +25%
SIG
1245
Sargent Investment Group
Maryland
$278K -$107K -1,150 -29%
BCM
1246
Becker Capital Management
Oregon
$278K – – –
IP
1247
Investment Partners
Ohio
$277K +$93 +1 +0%
BOPW
1248
Brandywine Oak Private Wealth
Pennsylvania
$274K -$5.58K -60 -2%
AWAP
1249
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$274K -$23.7K -255 -9%
LPAM
1250
Lodestar Private Asset Management
California
$274K -$5.68K -61 -2%