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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2151
SlateStone Wealth
Florida
$588K +$12.9K +44 +2%
Baker Avenue Asset Management
2152
Baker Avenue Asset Management
California
$584K +$69K +235 +14%
PFS
2153
Prospect Financial Services
New York
$583K +$93.3K +318 +20%
CWA
2154
CM Wealth Advisors
Ohio
$583K -$13.5K -46 -2%
CA
2155
Claro Advisors
Massachusetts
$582K +$20.2K +69 +4%
SWA
2156
SOA Wealth Advisors
New York
$581K +$8.53M +29,079 +1,539%
PWP
2157
Pursue Wealth Partners
California
$581K +$134K +455 +31%
JDLA
2158
J. Derek Lewis & Associates
California
$580K +$560K +1,908 New
JCFM
2159
JBR Co Financial Management
Oklahoma
$579K -$19.1K -65 -3%
PWS
2160
Precision Wealth Strategies
Missouri
$578K -$15.3K -52 -3%
NCG
2161
Newport Capital Group
New Jersey
$576K +$587 +2 +0.1%
IPW
2162
Intergy Private Wealth
Colorado
$576K +$16.7K +57 +3%
FHA
2163
Flagship Harbor Advisors
Massachusetts
$575K -$597K -2,036 -52%
MTC
2164
Matrix Trust Company
Colorado
$574K -$37.9K -129 -6%
GAA
2165
Global Assets Advisory
Florida
$573K -$20.8K -71 -4%
SFG
2166
Strive Financial Group
Indiana
$572K +$552K +1,881 New
CAM
2167
Clark Asset Management
New Hampshire
$571K +$225K +766 +69%
STCOSD
2168
Sageworth Trust Company of South Dakota
South Dakota
$570K – – –
BWP
2169
Bernardo Wealth Planning
Pennsylvania
$570K – – –
VAG
2170
VisionPoint Advisory Group
Texas
$568K -$24.4K -83 -4%
MCP
2171
Mirador Capital Partners
California
$567K +$6.46K +22 +1%
EAM
2172
Empirical Asset Management
Massachusetts
$567K -$41.4K -141 -7%
CG
2173
CFO4Life Group
Texas
$567K -$42K -143 -7%
PG
2174
Patten Group
Tennessee
$566K -$122K -415 -18%
BMCM
2175
Burns Matteson Capital Management
New York
$564K +$544K +1,855 New