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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1201
Trust Company of Vermont
Vermont
$288K -$58.3K -447 -16%
PAM
1202
Peak Asset Management
Colorado
$286K
RWP
1203
RWA Wealth Partners
Massachusetts
$286K -$54.5K -418 -16%
IP
1204
Indivisible Partners
Florida
$286K +$296K +2,271 New
BIAS
1205
Beacon Investment Advisory Services
New Jersey
$285K -$18M -137,722 -98%
PWM
1206
Platform Wealth Management
Utah
$284K +$295K +2,260 New
EFS
1207
Essex Financial Services
Connecticut
$284K -$81K -621 -22%
OL
1208
Optas LLC
Texas
$284K +$294K +2,254 New
CNBOF
1209
City National Bank of Florida
Florida
$283K +$26.1K +200 +10%
EPW
1210
Evolve Private Wealth
California
$281K +$292K +2,235 New
RC
1211
Rexford Capital
Texas
$281K +$140K +1,074 +93%
SWGC
1212
Summit Wealth Group (Colorado)
Colorado
$281K -$656K -5,029 -69%
AC
1213
AlphaCore Capital
California
$280K -$176K -1,346 -38%
SCM
1214
Sterneck Capital Management
Missouri
$280K
MCC
1215
Malaga Cove Capital
California
$280K +$290K +2,222 New
HNWAG
1216
High Net Worth Advisory Group
Florida
$280K
LRPA
1217
L. Roy Papp & Associates
Arizona
$279K
MA
1218
Mutual Advisors
Nebraska
$278K -$516K -3,953 -64%
BMO
1219
Beck Mack & Oliver
New York
$277K
EWA
1220
EverSource Wealth Advisors
Alabama
$277K -$131K -1,005 -31%
HCM
1221
Howland Capital Management
Massachusetts
$277K -$18.4K -141 -6%
CWM
1222
Calamos Wealth Management
Illinois
$277K -$28K -215 -9%
FLPIM
1223
F.L. Putnam Investment Management
Massachusetts
$277K -$29.6K -227 -9%
PWM
1224
Pines Wealth Management
North Carolina
$276K -$61.3K -470 -18%
LCWP
1225
Legacy Capital Wealth Partners
Arkansas
$275K +$285K +2,188 New