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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2826
PBMares Wealth Management
Virginia
$8.48M -$1.07M -4,611 -11%
CP
2827
Creekside Partners
California
$8.48M -$5.1K -22 -0.1%
CCA
2828
Corps Capital Advisors
Texas
$8.47M -$695K -2,999 -7%
RDFA
2829
Ritter Daniher Financial Advisory
Ohio
$8.47M -$31.7K -137 -0.4%
PSB
2830
Piscataqua Savings Bank
New Hampshire
$8.44M -$320K -1,382 -4%
RFA
2831
Resurgent Financial Advisors
Georgia
$8.43M -$139K -598 -2%
BIA
2832
Beacon Investment Advisors
Maryland
$8.41M +$12.5K +54 +0.1%
MCA
2833
MSH Capital Advisors
Arizona
$8.4M -$1.21M -5,235 -12%
CPC
2834
Congress Park Capital
New York
$8.4M -$965K -4,166 -10%
LPFG
2835
Landing Point Financial Group
Ohio
$8.39M -$186K -803 -2%
BV
2836
Boxwood Ventures
Illinois
$8.38M
VW
2837
Vance Wealth
California
$8.38M +$121K +522 +1%
WF
2838
Wayfinding Financial
Washington
$8.37M -$143K -616 -2%
WDC
2839
Woodward Diversified Capital
California
$8.37M -$117K -504 -1%
UAML
2840
US Asset Management LLC
Pennsylvania
$8.37M -$30.1K -130 -0.3%
WQ
2841
Wealth Quarterback
New Jersey
$8.37M +$73.7K +318 +0.9%
MWM
2842
Marion Wealth Management
Pennsylvania
$8.36M +$288K +1,241 +3%
HAS
2843
HBW Advisory Services
California
$8.35M -$1.05M -4,545 -11%
SFWA
2844
Summit Financial Wealth Advisors
Louisiana
$8.34M -$34.3K -148 -0.4%
EIM
2845
Essex Investment Management
Massachusetts
$8.34M -$946K -4,084 -10%
PGA
2846
Portland Global Advisors
Maine
$8.33M -$340K -1,468 -4%
MFS
2847
Madrona Financial Services
Washington
$8.33M -$608K -2,624 -7%
PIMG
2848
Patriot Investment Management Group
Tennessee
$8.33M -$81.5K -352 -0.9%
Verition Fund Management
2849
Verition Fund Management
Connecticut
$8.32M -$258M -1,113,051 -97%
PMSA
2850
Patrick M. Sweeney & Associates
Illinois
$8.3M -$63.2K -273 -0.7%