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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1901
Burney Company
Virginia
$221K
EA
1902
Enclave Advisors
Texas
$221K +$217K +1,273 New
SW
1903
Simplicity Wealth
New Jersey
$220K -$7.02M -41,186 -97%
CWP
1904
Core Wealth Partners
California
$220K
WBC
1905
Westpac Banking Corp
Australia
$219K +$215K +1,263 New
TWP
1906
Tower Wealth Partners
Pennsylvania
$219K +$215K +1,262 New
TWA
1907
TCI Wealth Advisors
Arizona
$219K +$12.4K +73 +6%
SHWM
1908
Smith & Howard Wealth Management
Georgia
$219K
KAS
1909
KPP Advisory Services
Kentucky
$219K -$468K -2,747 -69%
QC
1910
Quent Capital
New York
$218K +$341 +2 +0.2%
IIA
1911
IPG Investment Advisors
California
$218K -$179K -1,050 -46%
PPW
1912
Parcion Private Wealth
Washington
$218K +$214K +1,255 New
GWWM
1913
Great Waters Wealth Management
Minnesota
$217K +$2.39K +14 +1%
BSG
1914
Black Swift Group
Colorado
$217K -$3.2M -18,760 -94%
WIM
1915
WealthPlan Investment Management
Nebraska
$217K +$213K +1,249 New
UAS
1916
United Asset Strategies
New York
$216K -$5.28K -31 -2%
FFA
1917
First Foundation Advisors
California
$216K +$16K +94 +8%
SSA
1918
South Street Advisors
New York
$215K
CP
1919
Covenant Partners
Tennessee
$215K -$332K -1,950 -61%
TFM
1920
TFC Financial Management
Massachusetts
$215K +$60.5K +355 +40%
EAM
1921
Empirical Asset Management
Massachusetts
$214K +$74.8K +439 +4%
SCM
1922
Sage Capital Management
New Jersey
$214K +$210K +1,233 New
AT
1923
Avalon Trust
New Mexico
$214K -$73.8K -433 -26%
BFA
1924
Beaumont Financial Advisors
Massachusetts
$213K +$6.82K +40 +3%
OFS
1925
Orrstown Financial Services
Pennsylvania
$213K +$209K +1,224 New