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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1901
Focused Wealth Management
New York
$221K +$85.2K +500 New
BC
1902
Burney Company
Virginia
$221K – – –
EA
1903
Enclave Advisors
Texas
$221K +$217K +1,273 New
SW
1904
Simplicity Wealth
New Jersey
$220K -$7.02M -41,186 -97%
CWP
1905
Core Wealth Partners
California
$220K – – –
WBC
1906
Westpac Banking Corp
Australia
$219K +$215K +1,263 New
TWP
1907
Tower Wealth Partners
Pennsylvania
$219K +$215K +1,262 New
TWA
1908
TCI Wealth Advisors
Arizona
$219K +$12.4K +73 +6%
SHWM
1909
Smith & Howard Wealth Management
Georgia
$219K – – –
KAS
1910
KPP Advisory Services
Kentucky
$219K -$468K -2,747 -69%
QC
1911
Quent Capital
New York
$218K +$341 +2 +0.2%
IIA
1912
IPG Investment Advisors
California
$218K -$179K -1,050 -46%
PPW
1913
Parcion Private Wealth
Washington
$218K +$214K +1,255 New
GWWM
1914
Great Waters Wealth Management
Minnesota
$217K +$2.39K +14 +1%
BSG
1915
Black Swift Group
Colorado
$217K -$3.2M -18,760 -94%
WIM
1916
WealthPlan Investment Management
Nebraska
$217K +$213K +1,249 New
UAS
1917
United Asset Strategies
New York
$216K -$5.28K -31 -2%
FFA
1918
First Foundation Advisors
California
$216K +$16K +94 +8%
SSA
1919
South Street Advisors
New York
$215K – – –
CP
1920
Covenant Partners
Tennessee
$215K -$332K -1,950 -61%
TFM
1921
TFC Financial Management
Massachusetts
$215K +$60.5K +355 +40%
EAM
1922
Empirical Asset Management
Massachusetts
$214K +$74.8K +439 +4%
SCM
1923
Sage Capital Management
New Jersey
$214K +$210K +1,233 New
AT
1924
Avalon Trust
New Mexico
$214K -$73.8K -433 -26%
BFA
1925
Beaumont Financial Advisors
Massachusetts
$213K +$6.82K +40 +3%