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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1801
Holistic Financial Partners
Indiana
$363K +$5.27K +64 +2%
MTC
1802
Matrix Trust Company
Colorado
$363K +$70.6K +858 +28%
BWS
1803
Buck Wealth Strategies
Colorado
$360K +$318K +3,861 New
IPAM
1804
Investment Partners Asset Management
New Jersey
$359K +$823 +10 +0.3%
PJWM
1805
Philip James Wealth Mangement
Georgia
$359K +$18.5K +225 +6%
CFGW
1806
Chancellor Financial Group WB
Pennsylvania
$358K -$8.23K -100 -3%
ET
1807
Equitable Trust
Tennessee
$357K +$4.2K +51 +1%
HA
1808
Herold Advisors
New York
$355K – – –
FFA
1809
Florida Financial Advisors
Florida
$354K +$43.1K +523 +16%
BIA
1810
Bigelow Investment Advisors
Maine
$353K +$312K +3,788 New
GPA
1811
Garrison Point Advisors
California
$353K -$15.2K -185 -5%
TIA
1812
Traphagen Investment Advisors
New Jersey
$351K +$19.1K +232 +7%
PA
1813
PFW Advisors
Georgia
$351K +$4.69K +57 +2%
FC
1814
Fusion Capital
South Carolina
$351K +$56.8K +690 +22%
FFA
1815
Fi3 Financial Advisors
Indiana
$351K +$11.4K +138 +4%
PCMH
1816
Polymer Capital Management (HK)
Hong Kong
$350K -$177K -2,155 -36%
RS
1817
Rakuten Securities
Japan
$349K +$84.5K +1,027 +38%
LI
1818
LMCG Investments
Massachusetts
$348K -$576 -7 -0.2%
VCM
1819
Viewpoint Capital Management
Washington
$348K +$412 +5 +0.1%
TW
1820
Traveka Wealth
California
$348K +$23.5K +285 +8%
WP
1821
WealthPLAN Partners
Nebraska
$347K +$306K +3,721 New
TBWA
1822
Three Bridge Wealth Advisors
California
$345K +$305K +3,701 New
AWP
1823
Astra Wealth Partners
New Jersey
$345K +$6.42K +78 +2%
KCM
1824
Kennicott Capital Management
California
$343K – – –
BFA
1825
Beaumont Financial Advisors
Massachusetts
$341K -$24.8K -301 -8%