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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1876
TCV Trust & Wealth Management
Virginia
$233K – – –
BSI
1877
Bennett Selby Investments
Maine
$233K +$23.3K +137 +11%
PTP
1878
Platform Technology Partners
New York
$233K -$10.4K -61 -4%
LL
1879
LWMG LLC
Minnesota
$232K +$4.6K +27 +2%
QP
1880
Quartz Partners
New York
$232K +$228K +1,336 New
CPW
1881
Catalyst Private Wealth
California
$231K – – –
WAG
1882
Wiser Advisor Group
Arizona
$231K +$135K +792 +148%
DI
1883
Diligent Investors
California
$230K – – –
AIM
1884
Alhambra Investment Management
Florida
$229K – – –
MCP
1885
Mirador Capital Partners
California
$229K -$291K -1,706 -56%
WPWM
1886
Western Pacific Wealth Management
Illinois
$229K – – –
AWM
1887
Aberdeen Wealth Management
Illinois
$228K – – –
PWP
1888
Perfromance Wealth Partners
Illinois
$227K +$24.9K +146 +13%
NDSI
1889
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$199K +1,166 New
HPM
1890
Hoxton Planning & Management
West Virginia
$227K – – –
FCB
1891
First County Bank
Connecticut
$226K – – –
SXL
1892
Summit X LLC
Missouri
$225K -$138K -811 -39%
FFM
1893
Forum Financial Management
Illinois
$225K +$221K +1,294 New
AWM
1894
Accurate Wealth Management
Florida
$224K +$204K +1,199 New
IA
1895
Inspire Advisors
Idaho
$224K -$28.1K -165 -11%
BFA
1896
Beacon Financial Advisory
Ohio
$224K +$1.7K +10 +0.8%
EFMH
1897
E Fund Management (HK)
Hong Kong
$223K -$2.44M -14,303 -92%
RAG
1898
RIA Advisory Group
Iowa
$223K +$219K +1,283 New
DWA
1899
Dougherty Wealth Advisers
Minnesota
$223K – – –
WAS
1900
Winch Advisory Services
Wisconsin
$222K +$10.7K +63 +5%