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Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1451
Straight Path Wealth Management
Michigan
$340K – – –
PFM
1452
Peak Financial Management
Massachusetts
$340K +$311K +2,500 New
RW
1453
REDW Wealth
New Mexico
$339K +$19.1K +154 +7%
IWA
1454
Icon Wealth Advisors
Texas
$338K +$133K +1,073 +76%
RB
1455
Renasant Bank
Mississippi
$338K -$5.34K -43 -2%
CFG
1456
Cooper Financial Group
California
$338K – – –
OPA
1457
Old Port Advisors
Maine
$337K +$51.8K +417 +20%
WWS
1458
Wellington Wealth Strategies
Indiana
$337K +$307K +2,475 New
RCG
1459
Regatta Capital Group
California
$336K +$32.8K +264 +12%
RA
1460
Riversedge Advisors
Delaware
$336K +$64.1K +516 +26%
FFA
1461
Fragasso Financial Advisors
Pennsylvania
$333K +$6.58K +53 +2%
WDL
1462
Well Done LLC
Michigan
$332K +$303K +2,438 New
KWM
1463
Kolinsky Wealth Management
New Jersey
$330K +$302K +2,429 New
XF
1464
XML Financial
Maryland
$330K +$18.8K +151 +7%
MMPW
1465
Mitchell McLeod Pugh & Williams
Alabama
$328K – – –
CAI
1466
Capital Advisors Inc
Oklahoma
$327K +$10.9K +88 +4%
SW
1467
Schulz Wealth
Texas
$327K – – –
AWP
1468
Abacus Wealth Partners
California
$327K +$298K +2,401 New
NHC
1469
Nicholas Hoffman & Company
Georgia
$327K +$2.73K +22 +0.9%
ITFISA
1470
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$326K -$14.3K -115 -4%
ESB
1471
Essex Savings Bank
Connecticut
$324K – – –
ACP
1472
Aviance Capital Partners
Florida
$323K – – –
QPWM
1473
Quadrant Private Wealth Management
Pennsylvania
$323K +$1.86K +15 +0.6%
JWA
1474
JFS Wealth Advisors
Pennsylvania
$323K -$1.86K -15 -0.6%
CIA
1475
Capital Investment Advisors
Georgia
$322K -$39.4K -317 -12%