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Name Holding Trade Value Shares
Change
Change in
Stake
NLP
2901
Next Level Private
New York
$5.35M +$9.75K +58 +0.2%
TI
2902
tru Independence
Oregon
$5.34M +$56K +333 +1%
OF
2903
Outfitter Financial
Maine
$5.34M -$103K -615 -2%
WIA
2904
World Investment Advisors
California
$5.33M +$54.3K +323 +1%
SPFA
2905
Summit Place Financial Advisors
New Jersey
$5.33M -$499K -2,965 -9%
CWA
2906
Choice Wealth Advisors
Maine
$5.32M -$147K -873 -3%
OCPWS
2907
One Charles Private Wealth Services
Massachusetts
$5.32M -$86.8K -516 -2%
VCP
2908
Vista Capital Partners
Oregon
$5.31M +$1.8M +10,683 +54%
WFMPM
2909
Woodley Farra Manion Portfolio Management
Indiana
$5.3M -$14.5K -86 -0.3%
SFWC
2910
Strategic Family Wealth Counselors
New Jersey
$5.29M +$504 +3 +0%
POIA
2911
Pin Oak Investment Advisors
Texas
$5.29M -$32K -190 -0.6%
VR
2912
Viridian RIA
Washington
$5.28M +$100K +597 +2%
BHTS
2913
Bar Harbor Trust Services
Maine
$5.28M -$2.32M -13,804 -31%
MMHP
2914
Murphy Middleton Hinkle & Parker
Georgia
$5.28M -$28.6K -170 -0.6%
LCM
2915
Lattice Capital Management
Washington
$5.28M +$6.73K +40 +0.1%
PHAM
2916
Palisades Hudson Asset Management
Florida
$5.28M -$471K -2,801 -8%
IAG
2917
Investment Advisory Group
Massachusetts
$5.28M +$114K +678 +2%
CHA
2918
Cooper/Haims Advisors
New York
$5.27M +$27.6K +164 +0.5%
AWMG
2919
Alliance Wealth Management Group
New Jersey
$5.26M +$69.3K +412 +1%
SBF
2920
Sara-Bay Financial
Florida
$5.26M -$504K -2,999 -9%
LP
2921
LGL Partners
Pennsylvania
$5.25M -$1.27M -7,542 -20%
EA
2922
Eudaimonia Advisors
Tennessee
$5.25M -$206K -1,224 -4%
LRWA
2923
Long Run Wealth Advisors
New York
$5.25M -$245K -1,457 -5%
AC
2924
Albar Capital
United Kingdom
$5.25M +$5.05M +30,048 New
IA
2925
IAM Advisory
Pennsylvania
$5.25M +$45.9K +273 +0.9%