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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
826
SOA Wealth Advisors
New York
$271K -$11.6K -84 -4%
CAG
827
Crestwood Advisors Group
Massachusetts
$271K +$281K +2,043 New
CPA
828
Cardiff Park Advisors
California
$271K
PP
829
PDS Planning
Ohio
$270K +$37.4K +272 +15%
SPC
830
Sigma Planning Corp
Michigan
$270K +$11.7K +85 +4%
PWG
831
Portside Wealth Group
Utah
$269K +$8.67K +63 +3%
NAS
832
Nicolet Advisory Services
Wisconsin
$269K -$8.4K -61 -3%
HAIM
833
Hunter Associates Investment Management
Pennsylvania
$268K
GIA
834
Gladstone Institutional Advisory
Florida
$267K +$413 +3 +0.1%
GA
835
Geller Advisors
New York
$267K -$275 -2 -0.1%
SF
836
Summit Financial
New Jersey
$267K +$277K +2,015 New
HI
837
Hendershot Investments
Virginia
$267K
VCA
838
Verdence Capital Advisors
Maryland
$266K +$1.38K +10 +0.5%
IA
839
IFG Advisory
Georgia
$266K +$276K +2,007 New
AC
840
Avestar Capital
New York
$265K +$67.7K +492 +33%
WTB
841
Washington Trust Bank
Washington
$265K -$33.6K -244 -11%
WP
842
WMS Partners
Maryland
$263K +$10.2K +74 +4%
SIS
843
Sound Income Strategies
Florida
$262K -$1.38K -10 -0.5%
HCM
844
Hutchinson Capital Management
California
$261K
CIC
845
Carnegie Investment Counsel
Ohio
$261K -$12.9K -94 -5%
KA
846
Klingman & Associates
New York
$261K +$271K +1,969 New
AFO
847
Arrowroot Family Office
California
$260K -$3.03K -22 -1%
PCM
848
Pointe Capital Management
Michigan
$260K
TPCW
849
TD Private Client Wealth
New York
$259K -$16.8K -122 -6%
BZWA
850
Blue Zone Wealth Advisors
California
$259K