Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1201
Meridian Wealth Advisors
Texas
$288K -$3.13K -24 -1%
TCOV
1202
Trust Company of Vermont
Vermont
$288K -$58.3K -447 -16%
PAM
1203
Peak Asset Management
Colorado
$286K – – –
RWP
1204
RWA Wealth Partners
Massachusetts
$286K -$54.5K -418 -16%
IP
1205
Indivisible Partners
Florida
$286K +$296K +2,271 New
BIAS
1206
Beacon Investment Advisory Services
New Jersey
$285K -$18M -137,722 -98%
PWM
1207
Platform Wealth Management
Utah
$284K +$295K +2,260 New
EFS
1208
Essex Financial Services
Connecticut
$284K -$81K -621 -22%
OL
1209
Optas LLC
Texas
$284K +$294K +2,254 New
CNBOF
1210
City National Bank of Florida
Florida
$283K +$26.1K +200 +10%
EPW
1211
Evolve Private Wealth
California
$281K +$292K +2,235 New
RC
1212
Rexford Capital
Texas
$281K +$140K +1,074 +93%
SWGC
1213
Summit Wealth Group (Colorado)
Colorado
$281K -$656K -5,029 -69%
AC
1214
AlphaCore Capital
California
$280K -$176K -1,346 -38%
SCM
1215
Sterneck Capital Management
Missouri
$280K – – –
MCC
1216
Malaga Cove Capital
California
$280K +$290K +2,222 New
HNWAG
1217
High Net Worth Advisory Group
Florida
$280K – – –
LRPA
1218
L. Roy Papp & Associates
Arizona
$279K – – –
MA
1219
Mutual Advisors
Nebraska
$278K -$516K -3,953 -64%
BMO
1220
Beck Mack & Oliver
New York
$277K – – –
EWA
1221
EverSource Wealth Advisors
Alabama
$277K -$131K -1,005 -31%
HCM
1222
Howland Capital Management
Massachusetts
$277K -$18.4K -141 -6%
CWM
1223
Calamos Wealth Management
Illinois
$277K -$28K -215 -9%
FLPIM
1224
F.L. Putnam Investment Management
Massachusetts
$277K -$29.6K -227 -9%
PWM
1225
Pines Wealth Management
North Carolina
$276K -$61.3K -470 -18%