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Name Holding Trade Value Shares
Change
Change in
Stake
PBC
1526
Pavion Blue Capital
California
$1.1M
WMA
1527
West Michigan Advisors
Michigan
$1.1M +$15.9K +145 +2%
MC
1528
Martin & Co
Tennessee
$1.1M -$658 -6 -0.1%
MWM
1529
Modern Wealth Management
Kansas
$1.1M +$26.1K +238 +3%
ZAM
1530
Zevin Asset Management
Massachusetts
$1.1M
WA
1531
WBH Advisory
Maryland
$1.1M -$84.5K -770 -7%
WKWM
1532
Walter & Keenan Wealth Management
Indiana
$1.1M +$1.32K +12 +0.1%
CWM
1533
Connecticut Wealth Management
Connecticut
$1.09M -$4.06K -37 -0.4%
GA
1534
Geller Advisors
New York
$1.09M +$67.9K +619 +7%
GHAM
1535
Gilman Hill Asset Management
Connecticut
$1.09M +$13.7K +125 +1%
AWA
1536
Aaron Wealth Advisors
Illinois
$1.08M +$146K +1,329 +16%
GWA
1537
GGM Wealth Advisors
Maryland
$1.08M -$14.3K -130 -1%
BFG
1538
Beacon Financial Group
Texas
$1.08M +$37.4K +341 +4%
OAM
1539
Oak Asset Management
California
$1.08M -$63.1K -575 -6%
IIC
1540
Integrated Investment Consultants
Michigan
$1.08M +$11.6M +105,902 +1,303%
SAG
1541
SageView Advisory Group
California
$1.07M -$432K -3,938 -30%
SAM
1542
Strategy Asset Managers
California
$1.07M +$348K +3,173 +51%
CF
1543
Copperwynd Financial
Arizona
$1.07M +$82.6K +753 +9%
OC
1544
Oakworth Capital
Alabama
$1.07M +$103K +942 +11%
OTL
1545
Oak Thistle LLC
New York
$1.06M +$1.02M +9,303 New
TPW
1546
Transatlantique Private Wealth
New York
$1.06M +$88.7K +809 +10%
ILI
1547
Invesco LLC (Illinois)
Illinois
$1.06M +$67.3K +614 +7%
SFG
1548
Shum Financial Group
California
$1.05M +$982K +8,949 New
CWAG
1549
Compton Wealth Advisory Group
Virginia
$1.05M -$287K -2,617 -22%
EBA
1550
Eagle Bay Advisors
New York
$1.05M +$7.13K +65 +0.7%