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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
3026
LWM Advisory Services
Florida
$8.22M +$271K +1,043 +3%
GWCM
3027
Godshalk Welsh Capital Management
Pennsylvania
$8.2M -$95K -365 -1%
ACM
3028
Ayrshire Capital Management
Connecticut
$8.18M -$586K -2,252 -7%
FSG
3029
Financial Strategies Group
Michigan
$8.18M +$410K +1,577 +5%
OFA
3030
Orographic Financial Advisors
Colorado
$8.18M +$8.39M +32,226 New
SFWC
3031
Strategic Family Wealth Counselors
New Jersey
$8.17M -$3.02M -11,605 -26%
RSA
3032
River Street Advisors
Illinois
$8.17M +$423K +1,626 +5%
PCFFS
3033
Pacific Center for Financial Services
California
$8.17M -$243K -935 -3%
VWM
3034
Vertrix Wealth Management
Michigan
$8.16M +$8.37M +32,155 New
BCM
3035
Beck Capital Management
Texas
$8.15M +$1.45M +5,579 +21%
ACM
3036
Alcosta Capital Management
California
$8.15M -$433K -1,663 -5%
TY
3037
Titiun Yejiel
$8.15M +$2.24M +8,611 +37%
BOJHT
3038
Bank of Jackson Hole Trust
Wyoming
$8.14M -$146K -562 -2%
BPWM
3039
BCS Private Wealth Management
New Jersey
$8.13M +$1.38M +5,318 +20%
KSB
3040
Kennebec Savings Bank
Maine
$8.12M -$484K -1,860 -5%
IIL
3041
Insight Inv LLC
California
$8.11M -$23.7K -91 -0.3%
PI
3042
Pettee Investors
Connecticut
$8.1M +$142K +546 +2%
ONSWM
3043
Old North State Wealth Management
North Carolina
$8.1M -$47.6K -183 -0.6%
HCM
3044
Hengehold Capital Management
Ohio
$8.1M +$749K +2,878 +10%
GMF
3045
Grace & Mercy Foundation
New York
$8.1M
PCI
3046
Planning Center Inc
Illinois
$8.09M -$495K -1,903 -6%
RP
3047
Riverbridge Partners
Minnesota
$8.09M +$6.77K +26 +0.1%
SP
3048
Saranac Partners
$8.08M +$85.9K +330 +1%
EFM
3049
Eley Financial Management
Vermont
$8.08M +$13.3K +51 +0.2%
MMA
3050
Mizuho Markets Americas
New York
$8.08M -$34M -130,671 -80%