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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1751
Bison Wealth
Georgia
$21.6M -$17.7M -79,316 -46%
RWM
1752
Rench Wealth Management
Texas
$21.5M -$198K -887 -1%
SCA
1753
St. Clair Advisors
Ohio
$21.5M -$29K -130 -0.1%
AWM
1754
Aries Wealth Management
Maine
$21.5M -$143K -642 -0.7%
BAM
1755
Brave Asset Management
New Jersey
$21.5M -$73.9K -331 -0.4%
PCMC
1756
Private Capital Management (Colorado)
Colorado
$21.5M +$4.2M +18,790 +26%
MAWCM
1757
Mine & Arao Wealth Creation & Management
California
$21.5M +$133K +595 +0.6%
RA
1758
Riversedge Advisors
Delaware
$21.5M +$87.8K +393 +0.4%
OBWG
1759
Onyx Bridge Wealth Group
New York
$21.5M -$141K -632 -0.7%
CBT
1760
Central Bank & Trust
Kentucky
$21.5M -$1.41M -6,304 -6%
EFG
1761
Everhart Financial Group
Ohio
$21.4M +$2.45M +10,979 +13%
PMG
1762
ProVise Management Group
Florida
$21.4M -$363K -1,627 -2%
MW
1763
Marcum Wealth
Ohio
$21.4M +$151K +674 +0.7%
GAA
1764
Guardian Asset Advisors
Pennsylvania
$21.4M -$105K -471 -0.5%
UAM
1765
UAS Asset Management
New York
$21.4M -$791K -3,543 -4%
SCM
1766
Sterneck Capital Management
Missouri
$21.3M -$295K -1,321 -1%
PCA
1767
Prosperity Capital Advisors
Ohio
$21.3M -$465K -2,080 -2%
SIA
1768
Strategic Investment Advisors
Michigan
$21.3M +$1.14M +5,088 +6%
RWA
1769
Roberts Wealth Advisors
California
$21.3M +$462K +2,068 +2%
SC
1770
Slow Capital
California
$21.3M +$129K +576 +0.6%
SW
1771
SkyOak Wealth
Michigan
$21.3M -$540K -2,418 -3%
LCS
1772
Levin Capital Strategies
New York
$21.3M -$2.31M -10,356 -10%
WPW
1773
Warther Private Wealth
Ohio
$21.3M -$5.96M -26,692 -23%
NBT
1774
Northwest Bank & Trust
Iowa
$21.3M +$25.9K +116 +0.1%
CPBTD
1775
Central Pacific Bank - Trust Division
Hawaii
$21.3M -$3.02M -13,518 -13%