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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1701
GoalVest Advisory
New York
$43.5K -$32.9K -184 -41%
BBPWM
1702
Blue Bell Private Wealth Management
Pennsylvania
$43.3K +$1.07K +6 +2%
HBW
1703
Hazlett, Burt & Watson
West Virginia
$43K +$179 +1 +0.4%
HIW
1704
Holos Integrated Wealth
Pennsylvania
$41.9K +$46K +257 New
DWM
1705
Darwin Wealth Management
Florida
$40.4K +$15.7K +88 +55%
CPBTD
1706
Central Pacific Bank - Trust Division
Hawaii
$38.6K -$24.1K -135 -36%
VNA
1707
Valley National Advisers
Pennsylvania
$38K -$19.9K -111 -32%
TPW
1708
Talon Private Wealth
Florida
$37.8K
QL
1709
Quarry LP
New York
$37.6K -$13.2K -74 -24%
FFA
1710
Frazier Financial Advisors
Ohio
$37.2K
CMP
1711
Coston McIsaac & Partners
Maine
$36K
MFA
1712
McClarren Financial Advisors
Pennsylvania
$35K +$179 +1 +0.5%
TIM
1713
Tortoise Investment Management
New York
$34.5K
RAM
1714
Ramirez Asset Management
New York
$32.6K
LC
1715
Lavaca Capital
Texas
$32.1K +$35.2K +197 New
WTA
1716
Washington Trust Advisors
Massachusetts
$31.1K
DF
1717
Dunhill Financial
United Kingdom
$30.9K +$3.94K +22 +13%
FFO
1718
Fortitude Family Office
Arizona
$30.6K -$8.94K -50 -21%
CWM
1719
Cranbrook Wealth Management
Michigan
$30.3K +$9.84K +55 +42%
PP
1720
Pingora Partners
Wyoming
$30.1K
NWM
1721
Navigoe Wealth Management
California
$30K +$33.1K +185 New
CAC
1722
Core Alternative Capital
Georgia
$29.8K
WPA
1723
West Paces Advisors
Georgia
$29.3K +$537 +3 +2%
AEPWM
1724
Atlantic Edge Private Wealth Management
Florida
$27.5K +$25K +140 +483%
RS
1725
Rakuten Securities
Japan
$27.5K +$29.7K +166 +5,533%