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Name Holding Trade Value Shares
Change
Change in
Stake
OPW
2401
Osprey Private Wealth
New York
$750K +$28.4K +70 +5%
CFS
2402
CRA Financial Services
New Jersey
$745K -$13K -32 -2%
CCM
2403
Cloud Capital Management
Washington
$742K +$812 +2 +0.1%
WIM
2404
Westside Investment Management
California
$742K +$20.3K +50 +3%
SSWM
2405
Strait & Sound Wealth Management
California
$742K +$812 +2 +0.1%
CA
2406
Calton & Associates
Florida
$742K -$1.01M -2,491 -62%
AIM
2407
Alhambra Investment Management
Florida
$738K +$1.22K +3 +0.2%
LWM
2408
Liberty Wealth Management
California
$733K
KWM
2409
KFG Wealth Management
Indiana
$730K -$220K -541 -26%
BPW
2410
BLVD Private Wealth
Kentucky
$730K +$219K +540 +55%
JWBC
2411
J.W. Burns & Co
New York
$729K +$75.1K +185 +14%
BMCM
2412
Bryn Mawr Capital Management
Pennsylvania
$729K +$254K +627 +70%
PTP
2413
Platform Technology Partners
New York
$729K +$118K +292 +24%
AAM
2414
Austin Asset Management
Texas
$726K +$16.6K +41 +3%
FAN
2415
Financial Advisors Network
California
$724K +$157K +386 +34%
LWA
2416
Legacy Wealth Advisors
Florida
$723K +$14.2K +35 +2%
PA
2417
Probity Advisors
Texas
$722K +$2.03K +5 +0.3%
DA
2418
Dillon & Associates
Michigan
$722K +$157K +386 +34%
OWCM
2419
One Wealth Capital Management
Arizona
$721K +$329K +810 +116%
PPW
2420
Pasadena Private Wealth
California
$718K -$63.7K -157 -9%
KPF
2421
K2 Principal Fund
Ontario, Canada
$716K +$162K +400 +36%
WCA
2422
Whetstone Capital Advisors
Kansas
$716K +$609K +1,500 New
EWP
2423
E-Wealth Partners
Minnesota
$716K
PCTC
2424
Perkins Coie Trust Company
Washington
$714K
PB
2425
Pinnacle Bancorp
Nebraska
$711K +$323K +797 +115%