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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1876
Parcion Private Wealth
Washington
$558K -$91.5K -806 -14%
OIA
1877
Optimum Investment Advisors
Illinois
$557K
LFA
1878
Landmark Financial Advisors
Kentucky
$556K +$21.6K +190 +4%
GWAM
1879
Guardian Wealth Advisors (Minnesota)
Minnesota
$556K +$31.1K +274 +6%
MW
1880
Marcum Wealth
Ohio
$552K +$164K +1,447 +40%
CCA
1881
Column Capital Advisors
Indiana
$551K
LGF
1882
LGT Group Foundation
Liechtenstein
$549K -$1.14M -10,015 -66%
SMA
1883
Sage Mountain Advisors
Georgia
$547K -$27.1K -239 -5%
SIM
1884
SSI Investment Management
California
$547K
NIMI
1885
Natixis Investment Managers International
France
$547K +$94.3K +830 +20%
NF
1886
NTB Financial
Colorado
$546K -$114 -1 -0%
AWM
1887
Aevitas Wealth Management
Massachusetts
$545K +$681 +6 +0.1%
WF
1888
WoodTrust Financial
Wisconsin
$544K +$137K +1,209 +32%
APC
1889
Aspire Private Capital
North Carolina
$543K -$22.1K -195 -4%
LA
1890
Legacy Advisors
Pennsylvania
$543K -$20.3K -179 -3%
WAM
1891
Westport Asset Management
Connecticut
$543K
CWM
1892
Cahaba Wealth Management
Georgia
$542K -$50.3K -443 -8%
CIP
1893
Capital Insight Partners
Arizona
$541K -$6.81K -60 -1%
BIC
1894
Beach Investment Counsel
Pennsylvania
$540K -$4.39M -38,694 -89%
MCM
1895
Marathon Capital Management
Maryland
$537K +$561K +4,940 New
FMTCOCP
1896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$536K -$11.4K -100 -2%
GIM
1897
Greylin Investment Management
Virginia
$535K -$7.38K -65 -1%
PGWM
1898
Pitti Group Wealth Management
New York
$535K -$2.73K -24 -0.5%
UC
1899
Unio Capital
New Jersey
$534K -$11.4K -100 -2%
AFC
1900
AFT Forsyth & Company
Florida
$533K