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Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
1651
GC Wealth Management RIA
Massachusetts
$969K -$311K -2,691 -24%
IFWM
1652
Institute for Wealth Management
Colorado
$969K -$35.5K -307 -3%
HI
1653
Hendershot Investments
Virginia
$968K
ATC
1654
Adirondack Trust Company
New York
$967K -$1.73K -15 -0.2%
GCA
1655
Genesee Capital Advisors
New York
$965K -$5.2K -45 -0.5%
PAM
1656
Parvin Asset Management
South Dakota
$963K +$983K +8,510 New
LRPA
1657
L. Roy Papp & Associates
Arizona
$959K
OFA
1658
Oak Family Advisors
Illinois
$959K -$12.6K -109 -1%
FP
1659
Financial Perspectives
Minnesota
$958K
QWM
1660
Quadcap Wealth Management
Texas
$958K -$39.1K -338 -4%
AIM
1661
ARGA Investment Management
Connecticut
$957K
PP
1662
PrairieView Partners
Minnesota
$955K +$23.1K +200 +2%
LJAC
1663
L.J. Altfest & Co
New York
$953K -$271K -2,344 -22%
MSFS
1664
Main Street Financial Solutions
Pennsylvania
$948K -$242K -2,094 -20%
BOPW
1665
Brandywine Oak Private Wealth
Pennsylvania
$947K
PFT
1666
Providence First Trust
Arizona
$947K +$967K +8,369 New
AOI
1667
Auto-Owners Insurance
Michigan
$945K
CPSAC
1668
Chas P. Smith & Associates (CPS)
Florida
$944K -$6.93K -60 -0.7%
EI
1669
Ellevest Inc
New York
$944K +$7.51K +65 +0.8%
WCM
1670
Weaver Capital Management
Georgia
$940K +$161K +1,394 +20%
PBF
1671
Petix & Botte Financial
California
$940K
SWP
1672
Strategic Wealth Partners
Ohio
$938K -$11K -95 -1%
PWAM
1673
Pinnacle West Asset Management
Wyoming
$937K
JGIA
1674
Jackson Grant Investment Advisers
Connecticut
$935K -$57.9K -501 -6%
CP
1675
Covenant Partners
Tennessee
$935K -$8.32K -72 -0.9%