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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1826
Towerpoint Wealth
California
$601K +$11.2K +105 +2%
PFS
1827
Physicians Financial Services
North Carolina
$601K
WF
1828
WoodTrust Financial
Wisconsin
$600K -$7.36K -69 -1%
DG
1829
DMC Group
Alabama
$599K -$7.25K -68 -1%
FFA
1830
Fragasso Financial Advisors
Pennsylvania
$595K -$7.78K -73 -1%
SRSA
1831
S.R. Schill & Associates
Washington
$590K
NF
1832
Nvest Financial
New Hampshire
$588K +$49.7K +466 +9%
CWA
1833
Clearview Wealth Advisors
Oregon
$586K -$2.35K -22 -0.4%
MFWP
1834
Mosaic Family Wealth Partners
Missouri
$586K -$426 -4 -0.1%
FWM
1835
Fairhaven Wealth Management
Illinois
$586K +$573K +5,374 New
TIM
1836
Tevis Investment Management
Texas
$585K +$13.2K +124 +2%
CAM
1837
Campion Asset Management
Virginia
$582K -$5.12K -48 -0.9%
AWAG
1838
ARS Wealth Advisors Group
Florida
$581K +$568K +5,333 New
OC
1839
Oakworth Capital
Alabama
$581K -$277K -2,594 -33%
AIP
1840
ARS Investment Partners
New York
$579K -$10.7K -100 -2%
1W
1841
1776 Wealth
Georgia
$579K +$18.2K +171 +3%
TCBWMS
1842
Texas Capital Bank Wealth Management Services
Texas
$579K +$215K +2,020 +61%
P
1843
&Partners
Tennessee
$579K +$213 +2 +0%
SIC
1844
Sigma Investment Counselors
Michigan
$578K +$181K +1,697 +47%
TPWA
1845
TRUE Private Wealth Advisors
Oregon
$577K -$8.85K -83 -2%
MCCA
1846
Mill Creek Capital Advisors
Pennsylvania
$577K +$86.2K +809 +18%
CHA
1847
Carmichael Hill & Associates
Maryland
$577K +$85.3K +800 +18%
RHJA
1848
Rice Hall James & Associates
California
$576K -$10.7K -100 -2%
FPCP
1849
Fort Point Capital Partners
California
$576K -$99.1K -930 -15%
RCA
1850
Ranch Capital Advisors
Florida
$575K