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Name Holding Trade Value Shares
Change
Change in
Stake
PAA
2151
Peregrine Asset Advisers
Oregon
$377K -$11.4K -283 -3%
BFO
2152
Biltmore Family Office
North Carolina
$375K
CT
2153
Coastline Trust
Rhode Island
$375K
PWM
2154
Paulson Wealth Management
Illinois
$375K +$2.14K +53 +0.6%
ATFA
2155
All Terrain Financial Advisors
Minnesota
$375K +$564 +14 +0.2%
PGWM
2156
Pitti Group Wealth Management
New York
$375K +$1.57K +39 +0.4%
BWA
2157
Blodgett Wealth Advisors
California
$375K -$10.8K -268 -3%
CHP
2158
Cable Hill Partners
Oregon
$375K -$65.8K -1,632 -15%
MMM
2159
Mendel Money Management
Illinois
$375K -$57.8K -1,435 -14%
RZH
2160
Relyea Zuckerberg Hanson
Connecticut
$374K +$39.3K +974 +12%
SWP
2161
Significant Wealth Partners
Illinois
$373K +$92.9K +2,304 +34%
EBT
2162
Enterprise Bank & Trust
Massachusetts
$371K -$26.1K -647 -7%
QIM
2163
Quest Investment Management
Oregon
$371K
NAMNJ
2164
NorthStar Asset Management (New Jersey)
New Jersey
$371K -$15.2K -376 -4%
SFG
2165
Socha Financial Group
New York
$371K -$38.3K -950 -10%
CA
2166
Crewe Advisors
Utah
$370K +$59.3K +1,472 +20%
EW
2167
Element Wealth
Mississippi
$370K +$96.4K +2,393 +36%
MWA
2168
Meridian Wealth Advisors
Texas
$370K +$34.7K +861 +11%
CMI
2169
Clare Market Investments
Texas
$370K -$312K -7,729 -46%
HFS
2170
Heritage Financial Services
Massachusetts
$369K +$156K +3,867 +76%
LGWM
2171
Litman Gregory Wealth Management
California
$369K -$33.6K -834 -9%
S
2172
Sachetta
Massachusetts
$369K +$3.71K +92 +1%
LWM
2173
LJI Wealth Management
Indiana
$369K +$360K +8,939 New
CB
2174
Centennial Bank
Arkansas
$368K
FWA
2175
FSM Wealth Advisors
Ohio
$368K -$33.8K -839 -9%