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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
3026
Guerra Pan Advisors
New Jersey
$5.27M -$16.4K -94 -0.3%
SPWM
3027
Schrum Private Wealth Management
Florida
$5.25M +$1.05K +6 +0%
CST
3028
Charles Schwab Trust
Nevada
$5.25M -$30.7K -176 -0.6%
EWS
3029
Evergreen Wealth Solutions
Pennsylvania
$5.25M -$262K -1,506 -5%
AC
3030
Addison Capital
Pennsylvania
$5.25M +$160K +920 +4%
MPW
3031
MGO Private Wealth
California
$5.25M -$171K -983 -4%
MA
3032
MBA Advisors
Pennsylvania
$5.24M -$332K -1,908 -7%
BC
3033
Barrett & Company
Rhode Island
$5.23M +$27.5K +158 +0.6%
JDR
3034
Jay D. Rosenbaum
$5.23M +$26.7K +153 +0.6%
KPWG
3035
KFA Private Wealth Group
Virginia
$5.23M -$73.4K -421 -2%
TWM
3036
Triton Wealth Management
Arizona
$5.22M +$18.3K +105 +0.4%
ACM
3037
Antonetti Capital Management
Florida
$5.22M -$21.1K -121 -0.4%
MWM
3038
Mascoma Wealth Management
New Hampshire
$5.21M -$1.05M -6,020 -17%
RPSA
3039
Richard P. Slaughter Associates
Texas
$5.21M -$97.2K -558 -2%
PWP
3040
Pursue Wealth Partners
California
$5.2M -$81K -465 -2%
FWS
3041
FinDec Wealth Services
California
$5.2M +$60.5K +347 +1%
DWM
3042
Dechtman Wealth Management
Colorado
$5.2M +$4.67M +26,784 New
DFG
3043
Demars Financial Group
Washington
$5.19M -$62K -356 -1%
CPA
3044
Court Place Advisors
Maryland
$5.19M +$174 +1 +0%
AIC
3045
Argus Investors Counsel
New York
$5.18M +$39K +224 +0.8%
RWPA
3046
Richard W. Paul & Associates
Michigan
$5.18M +$54.5K +313 +1%
UAM
3047
Unison Asset Management
Florida
$5.18M +$15.3K +88 +0.3%
HC
3048
Hamilton Capital
Ohio
$5.17M +$59.1K +339 +1%
MCA
3049
Maryland Capital Advisors
Maryland
$5.16M +$157K +900 +3%
RCIM
3050
Red Cedar Investment Management
Michigan
$5.16M