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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1851
WBH Advisory
Maryland
$844K -$32.6K -247 -4%
WA
1852
Wealth Architects
California
$841K +$19K +144 +2%
RHJA
1853
Rice Hall James & Associates
California
$840K +$82.5K +626 +11%
AFA
1854
AA Financial Advisors
Ohio
$840K +$52K +394 +7%
DIM
1855
Delta Investment Management
California
$838K -$46K -349 -5%
AWM
1856
Aprio Wealth Management
Georgia
$837K -$113K -856 -12%
RIA
1857
Realta Investment Advisors
Delaware
$837K +$38.4K +291 +5%
VAG
1858
VisionPoint Advisory Group
Texas
$836K +$344K +2,606 +74%
HC
1859
Hamilton Capital
Ohio
$836K -$721K -5,466 -47%
FMP
1860
Financial Management Professionals
Texas
$835K +$711K +5,389 +716%
GSB
1861
Greenfield Savings Bank
Massachusetts
$834K
SAM
1862
Sequent Asset Management
Texas
$832K
LCWP
1863
Legacy Capital Wealth Partners
Arkansas
$831K +$16.1K +122 +2%
PW
1864
PUREfi Wealth
Massachusetts
$828K -$67.6K -513 -8%
FFL
1865
Future Fund LLC
Illinois
$828K +$803K +6,086 New
FCB
1866
First County Bank
Connecticut
$825K -$64.1K -486 -7%
SWP
1867
Significant Wealth Partners
Illinois
$824K +$1.85K +14 +0.2%
FNT
1868
First Nebraska Trust
Nebraska
$824K -$9.89K -75 -1%
WDC
1869
Woodward Diversified Capital
California
$824K +$187K +1,417 +31%
WH
1870
Willner & Heller
California
$822K -$21.4K -162 -3%
EFA
1871
Evernest Financial Advisors
Indiana
$821K +$141K +1,067 +21%
KTC
1872
Kentucky Trust Company
Kentucky
$820K -$26.4K -200 -3%
HKIM
1873
Hayek Kallen Investment Management
Alabama
$820K -$33K -250 -4%
VWMG
1874
Virginia Wealth Management Group
Virginia
$818K
GWP
1875
Gen-Wealth Partners
Michigan
$817K -$12K -91 -1%