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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
2676
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.73M -$335K -1,991 -5%
BIA
2677
Bigelow Investment Advisors
Maine
$6.71M +$267K +1,586 +4%
DCM
2678
Delta Capital Management
New Jersey
$6.71M -$975K -5,798 -13%
AWA
2679
AmeriServ Wealth Advisors
Pennsylvania
$6.71M -$40.9K -243 -0.6%
WWG
2680
West Wealth Group
California
$6.7M +$132K +784 +2%
SG
2681
Somerset Group
Minnesota
$6.7M -$33.6K -200 -0.5%
GWM
2682
Gitterman Wealth Management
New Jersey
$6.7M +$329K +1,956 +5%
SCM
2683
Sitrin Capital Management
California
$6.7M -$4.96M -29,483 -43%
KC
2684
Kenfarb & Co
Kentucky
$6.69M -$193K -1,145 -3%
AIC
2685
Archer Investment Corporation
Indiana
$6.68M -$112K -668 -2%
ACM
2686
Allred Capital Management
Texas
$6.68M -$510K -3,031 -7%
SCI
2687
Stableford Capital II
Arizona
$6.67M -$56.2K -334 -0.9%
GDP
2688
Great Diamond Partners
Maine
$6.66M -$35K -208 -0.5%
FC
2689
Financial Council
Maryland
$6.66M +$14.3K +85 +0.2%
TWP
2690
Tempus Wealth Planning
California
$6.65M -$629K -3,739 -9%
WF
2691
Wayfinding Financial
Washington
$6.65M -$16.5K -98 -0.2%
IAP
2692
Indie Asset Partners
Indiana
$6.64M -$287K -1,708 -4%
TWA
2693
TPB Wealth Advisors
Texas
$6.64M +$34.1K +203 +0.5%
AP
2694
Adero Partners
California
$6.63M +$1.04M +6,212 +20%
TFF
2695
The Family Firm
Maryland
$6.63M -$124M -737,188 -95%
BFWA
2696
Benchmark Financial Wealth Advisors
Florida
$6.63M -$90K -535 -1%
MAM
2697
McCarthy Asset Management
California
$6.62M -$39.4K -234 -0.6%
WAL
2698
W Advisors LLC
Tennessee
$6.62M +$20.9K +124 +0.3%
ARMT
2699
Amica Retiree Medical Trust
Rhode Island
$6.62M -$129K -770 -2%
SFS
2700
Security Financial Services
Indiana
$6.62M +$24K +143 +0.4%