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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1801
Matrix Trust Company
Colorado
$363K +$70.6K +858 +28%
BWS
1802
Buck Wealth Strategies
Colorado
$360K +$318K +3,861 New
IPAM
1803
Investment Partners Asset Management
New Jersey
$359K +$823 +10 +0.3%
PJWM
1804
Philip James Wealth Mangement
Georgia
$359K +$18.5K +225 +6%
CFGW
1805
Chancellor Financial Group WB
Pennsylvania
$358K -$8.23K -100 -3%
ET
1806
Equitable Trust
Tennessee
$357K +$4.2K +51 +1%
HA
1807
Herold Advisors
New York
$355K
FFA
1808
Florida Financial Advisors
Florida
$354K +$43.1K +523 +16%
BIA
1809
Bigelow Investment Advisors
Maine
$353K +$312K +3,788 New
GPA
1810
Garrison Point Advisors
California
$353K -$15.2K -185 -5%
TIA
1811
Traphagen Investment Advisors
New Jersey
$351K +$19.1K +232 +7%
PA
1812
PFW Advisors
Georgia
$351K +$4.69K +57 +2%
FC
1813
Fusion Capital
South Carolina
$351K +$56.8K +690 +22%
FFA
1814
Fi3 Financial Advisors
Indiana
$351K +$11.4K +138 +4%
PCMH
1815
Polymer Capital Management (HK)
Hong Kong
$350K -$177K -2,155 -36%
RS
1816
Rakuten Securities
Japan
$349K +$84.5K +1,027 +38%
LI
1817
LMCG Investments
Massachusetts
$348K -$576 -7 -0.2%
VCM
1818
Viewpoint Capital Management
Washington
$348K +$412 +5 +0.1%
TW
1819
Traveka Wealth
California
$348K +$23.5K +285 +8%
WP
1820
WealthPLAN Partners
Nebraska
$347K +$306K +3,721 New
TBWA
1821
Three Bridge Wealth Advisors
California
$345K +$305K +3,701 New
AWP
1822
Astra Wealth Partners
New Jersey
$345K +$6.42K +78 +2%
KCM
1823
Kennicott Capital Management
California
$343K
BFA
1824
Beaumont Financial Advisors
Massachusetts
$341K -$24.8K -301 -8%
AWM
1825
Ariadne Wealth Management
California
$339K +$10.9K +133 +4%