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Name Holding Trade Value Shares
Change
Change in
Stake
TBA
2101
Tower Bridge Advisors
Pennsylvania
$454K -$138K -2,950 -22%
KWM
2102
Keebeck Wealth Management
Illinois
$454K +$86.7K +1,849 +21%
SFS
2103
Security Financial Services
Indiana
$453K +$1.31K +28 +0.3%
CHAM
2104
Clear Harbor Asset Management
Connecticut
$453K -$5.25K -112 -1%
SCM
2105
Silvant Capital Management
Georgia
$452K
CT
2106
Coastline Trust
Rhode Island
$452K -$8.44K -180 -2%
MQWP
2107
Morey & Quinn Wealth Partners
Nebraska
$452K -$1.78K -38 -0.4%
WHC
2108
Wulff, Hansen & Co
California
$452K
GHA
2109
Good Harbor Advisors
Massachusetts
$450K
FWI
2110
Facet Wealth Inc
Maryland
$449K +$31.3K +668 +7%
CFS
2111
Commonwealth Financial Services
West Virginia
$449K -$15.8K -337 -3%
SSWM
2112
Sheets Smith Wealth Management
North Carolina
$448K -$63.7K -1,358 -11%
CP
2113
Castleview Partners
Texas
$448K +$105K +2,246 +27%
MWM
2114
Marietta Wealth Management
Georgia
$447K -$3.28K -70 -0.7%
SIA
2115
SGL Investment Advisors
Montana
$447K +$1.69K +36 +0.4%
TA
2116
TFB Advisors
Kansas
$447K -$7.13K -152 -1%
BHIA
2117
Birch Hill Investment Advisors
Massachusetts
$445K
HNWAG
2118
High Net Worth Advisory Group
Florida
$444K -$38.2K -815 -7%
TIA
2119
TCFG Investment Advisors
California
$444K -$24.9K -531 -5%
AWM
2120
Adams Wealth Management
Utah
$444K +$77.7K +1,657 +19%
EWA
2121
Encompass Wealth Advisors
Oregon
$443K +$844 +18 +0.2%
IWN
2122
Independent Wealth Network
Iowa
$442K -$7.88K -168 -2%
HWA
2123
HCR Wealth Advisors
California
$442K -$21.6K -461 -4%
VBCG
2124
Valley Brook Capital Group
Pennsylvania
$442K +$4.79K +102 +1%
OC
2125
Opinicus Capital
Florida
$442K -$150K -3,207 -24%