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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
2126
Coastal Bridge Advisors
Connecticut
$8.45M +$263K +1,837 +3%
OW
2127
Olistico Wealth
Oklahoma
$8.44M +$9.29M +64,990 New
ML
2128
McAdam LLC
Pennsylvania
$8.44M -$642K -4,489 -9%
RWB
2129
RMR Wealth Builders
New Jersey
$8.44M -$252K -1,764 -3%
SC
2130
Sawyer & Company
Massachusetts
$8.43M -$148K -1,036 -2%
PFSC
2131
Peoples Financial Services Corp
Pennsylvania
$8.43M -$131K -919 -1%
SF
2132
Symphony Financial
Texas
$8.43M +$1.09M +7,623 +13%
1C
2133
1623 Capital
Virginia
$8.43M +$432K +3,020 +5%
AP
2134
Adero Partners
California
$8.42M +$3.94M +27,578 +74%
IAM
2135
Infusive Asset Management
New York
$8.42M +$4.8M +33,579 +112%
TCM
2136
Towercrest Capital Management
Pennsylvania
$8.42M -$2.14K -15 -0%
AC
2137
Apella Capital
Connecticut
$8.41M +$168K +1,174 +2%
FP
2138
Financial Perspectives
Minnesota
$8.4M -$13.9K -97 -0.1%
RCM
2139
Radnor Capital Management
Pennsylvania
$8.39M -$14.3K -100 -0.2%
I
2140
INVST
Indiana
$8.39M -$249K -1,740 -3%
SFS
2141
Summit Financial Strategies
Ohio
$8.38M -$375K -2,621 -4%
BC
2142
Bruce & Co
Illinois
$8.38M -$214K -1,500 -2%
GEA
2143
Glen Eagle Advisors
New Jersey
$8.38M -$105K -734 -1%
OL
2144
Optas LLC
Texas
$8.35M +$43.6K +305 +0.5%
FIM
2145
Fernwood Investment Management
Massachusetts
$8.35M -$47.3K -331 -0.5%
ICM
2146
IMS Capital Management
Oregon
$8.35M -$29.9K -209 -0.3%
Vanguard Capital Wealth Advisors
2147
Vanguard Capital Wealth Advisors
Colorado
$8.34M -$50.9K -356 -0.6%
DC
2148
DeDora Capital
California
$8.32M -$67.3K -471 -0.7%
CBT
2149
CoreFirst Bank & Trust
Kansas
$8.32M -$577K -4,035 -6%
MIM
2150
Merrion Investment Management
New Jersey
$8.32M -$101K -705 -1%