Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2276
Pasadena Private Wealth
California
$478K +$165K +564 +56%
HWA
2277
HCR Wealth Advisors
California
$478K – – –
MPWS
2278
McCarter Private Wealth Services
Massachusetts
$477K – – –
SCA
2279
Sage Capital Advisors
South Dakota
$477K +$23.2K +79 +5%
BHB
2280
Bank Hapoalim BM
Israel
$476K +$167K +568 +57%
IGGA
2281
Iron Gate Global Advisors
Utah
$475K -$2.05K -7 -0.4%
NCM
2282
Novare Capital Management
North Carolina
$475K – – –
SIAG
2283
Safeguard Investment Advisory Group
California
$475K -$48.4K -165 -10%
DWM
2284
Daner Wealth Management
Georgia
$474K +$21.1K +72 +6%
CCM
2285
Cloud Capital Management
Washington
$473K +$47.8K +163 +12%
AWA
2286
AGH Wealth Advisors
Kansas
$473K -$4.11K -14 -0.9%
AA
2287
Apriem Advisors
California
$473K +$12K +41 +3%
P
2288
Palladiem
Pennsylvania
$472K +$463K +1,577 New
OWP
2289
ORG Wealth Partners
Texas
$472K +$5.58K +19 +1%
DA
2290
Detalus Advisors
Missouri
$471K -$2.64K -9 -0.6%
HBCM
2291
Heron Bay Capital Management
Michigan
$470K +$12.6K +43 +3%
MWA
2292
MFA Wealth Advisors
Pennsylvania
$470K -$99.2K -338 -18%
RA
2293
Range Advisory
Virginia
$469K +$453K +1,543 New
BC
2294
Burney Company
Virginia
$468K +$452K +1,541 New
CF
2295
Carlson Financial
Oregon
$467K +$450K +1,535 New
DWS
2296
Discipline Wealth Solutions
South Carolina
$467K -$48.7K -166 -10%
SSWM
2297
Strait & Sound Wealth Management
California
$466K +$25.2K +86 +6%
AG
2298
AlTi Global
New York
$466K +$449K +1,531 New
EWM
2299
Echo Wealth Management
Minnesota
$465K -$32.3K -110 -7%
OWM
2300
Omnitrust Wealth Management
Florida
$465K +$449K +1,529 New