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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1326
Curated Wealth Partners
California
$239K -$73.4K -404 -23%
BBW
1327
Blue Barn Wealth
Utah
$239K +$7.44K +41 +3%
BS
1328
Bessemer Securities
New York
$239K -$604K -3,325 -71%
CWM
1329
Cahaba Wealth Management
Georgia
$238K -$2.18K -12 -0.9%
FAFN
1330
First Affirmative Financial Network
Colorado
$238K +$248K +1,368 New
FIM
1331
Fernwood Investment Management
Massachusetts
$235K
LFAS
1332
Level Four Advisory Services
Texas
$234K +$16K +88 +7%
LCM
1333
Landscape Capital Management
New Jersey
$234K +$244K +1,343 New
TA
1334
TrueWealth Advisors
Alabama
$233K -$3.81K -21 -2%
IIA
1335
Integral Investment Advisors
California
$231K
WIC
1336
Woodmont Investment Counsel
Tennessee
$230K
NCM
1337
Nelson Capital Management
California
$229K -$34K -187 -12%
RSC
1338
Red Spruce Capital
Pennsylvania
$229K -$471K -2,594 -66%
BFA
1339
Beaumont Financial Advisors
Massachusetts
$228K +$238K +1,310 New
KMWM
1340
Keudell/Morrison Wealth Management
Oregon
$228K -$28K -154 -11%
FMTC
1341
Farmers & Merchants Trust Company
California
$228K -$31.2K -172 -12%
SHJ
1342
Sharkey, Howes & Javer
Colorado
$227K +$237K +1,307 New
MWM
1343
Meridian Wealth Management
Kentucky
$226K
PCG
1344
Prosperity Consulting Group
Maryland
$226K +$236K +1,301 New
FP
1345
Foundry Partners
Minnesota
$226K -$231K -1,275 -50%
IIM
1346
Intact Investment Management
Quebec, Canada
$226K
6F
1347
626 Financial
Michigan
$225K +$235K +1,295 New
CAL
1348
Capital Advisors Ltd
Ohio
$225K +$9.8K +54 +4%
FMWA
1349
Forvis Mazars Wealth Advisors
Missouri
$225K -$10.3K -57 -4%
AFG
1350
Albion Financial Group
Utah
$225K -$88.2K -486 -27%