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Name Holding Trade Value Shares
Change
Change in
Stake
5NPW
2351
55 North Private Wealth
Florida
$335K +$61.2K +1,305 +20%
AP
2352
Appleton Partners
Massachusetts
$335K -$9.38K -200 -2%
ICP
2353
Impact Capital Partners
Colorado
$335K +$4.5K +96 +1%
MJRIC
2354
Mogy Joel R Investment Counsel
California
$335K – – –
EWM
2355
Evermay Wealth Management
Virginia
$334K +$250K +5,320 +207%
WAG
2356
Winthrop Advisory Group
Massachusetts
$334K +$99.9K +2,130 +37%
BWG
2357
Beta Wealth Group
California
$334K +$14.9K +317 +4%
MPCG
2358
Matrix Private Capital Group
New York
$331K – – –
SI
2359
Stirlingshire Investments
New York
$331K -$1.74K -37 -0.5%
IPW
2360
Inlet Private Wealth
Florida
$330K -$117K -2,500 -24%
BBI
2361
Baxter Bros Inc
Connecticut
$330K – – –
MA
2362
MW Advisory
Georgia
$330K +$366K +7,794 New
SRC
2363
Shufro Rose & Co
New York
$330K -$14.4K -306 -4%
LW
2364
Livet Wealth
Utah
$330K -$43.7K -932 -11%
VFP
2365
Verus Financial Partners
Virginia
$328K +$375 +8 +0.1%
MCWS
2366
McKinley Carter Wealth Services
West Virginia
$327K +$363K +7,730 New
AIIMS
2367
Analyst IMS Investment Management Services
Israel
$327K -$146K -3,114 -29%
NWM
2368
Northwest Wealth Management
Iowa
$326K +$6K +128 +2%
SWK
2369
Stephen W. Kidder
$326K – – –
NRI
2370
NFP Retirement Inc
California
$326K +$24.3K +519 +7%
MW
2371
Marble Wealth
Alabama
$326K -$9.01K -192 -2%
CRWM
2372
Castle Rock Wealth Management
California
$325K -$47.5K -1,012 -12%
GPW
2373
Genesis Private Wealth
Virginia
$325K +$83.8K +1,787 +30%
CWA
2374
Canvas Wealth Advisors
Kansas
$325K +$18.9K +403 +6%
AGA
2375
Accuvest Global Advisors
Utah
$325K +$54.2K +1,155 +18%