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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
2976
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.56M -$56.5K -217 -0.6%
CF
2977
Claris Financial
Virginia
$8.56M -$225K -864 -2%
AWCI
2978
Alpine Woods Capital Investors
New York
$8.55M -$7.1M -27,269 -45%
YWS
2979
Yarger Wealth Strategies
Ohio
$8.54M -$44.8K -172 -0.5%
VWM
2980
Vigilare Wealth Management
Arizona
$8.54M +$8.85K +34 +0.1%
BM
2981
Berman McAleer
Maryland
$8.54M +$206K +790 +2%
WBCM
2982
Wilson & Boucher Capital Management
California
$8.54M -$13.5K -52 -0.2%
CA
2983
Clune & Associates
Illinois
$8.53M +$52.6K +202 +0.6%
AMAL
2984
Asset Management Advisors LLC
Oklahoma
$8.52M +$18.2K +70 +0.2%
OCM
2985
Orser Capital Management
Texas
$8.52M -$15.1K -58 -0.2%
NIM
2986
Niles Investment Management
Florida
$8.5M -$923K -3,546 -10%
ATIA
2987
American Trust Investment Advisors
New Hampshire
$8.49M -$156K -599 -2%
BHWA
2988
Beacon Harbor Wealth Advisors
Virginia
$8.47M +$899K +3,456 +12%
SWA
2989
Strategies Wealth Advisors
Michigan
$8.47M -$16.7K -64 -0.2%
AFWM
2990
Arta Finance Wealth Management
California
$8.47M -$104K -400 -1%
MCM
2991
Magnolia Capital Management
New York
$8.46M +$1.72M +6,615 +25%
OCM
2992
Orleans Capital Management
Louisiana
$8.46M -$58.6K -225 -0.7%
MCM
2993
Monument Capital Management
Virginia
$8.45M -$87.7K -337 -1%
CCM
2994
Colorado Capital Management
Colorado
$8.45M -$111K -427 -1%
SIC
2995
Shoker Investment Counsel
Ohio
$8.39M -$372K -1,430 -4%
CPG
2996
Cornerstone Planning Group
New Jersey
$8.39M +$595K +2,285 +8%
BL
2997
BCWM LLC
Kansas
$8.37M -$928K -3,564 -10%
CWA
2998
Choice Wealth Advisors
Maine
$8.37M -$16.9K -65 -0.2%
IQI
2999
Integrated Quantitative Investments
Washington
$8.36M -$254K -975 -3%
GIPW
3000
Granite Islands Private Wealth
Connecticut
$8.36M +$298K +1,145 +4%