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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1876
Towerpoint Wealth
California
$560K +$6.81K +60 +1%
PPW
1877
Parcion Private Wealth
Washington
$558K -$91.5K -806 -14%
OIA
1878
Optimum Investment Advisors
Illinois
$557K – – –
LFA
1879
Landmark Financial Advisors
Kentucky
$556K +$21.6K +190 +4%
GWAM
1880
Guardian Wealth Advisors (Minnesota)
Minnesota
$556K +$31.1K +274 +6%
MW
1881
Marcum Wealth
Ohio
$552K +$164K +1,447 +40%
CCA
1882
Column Capital Advisors
Indiana
$551K – – –
LGF
1883
LGT Group Foundation
Liechtenstein
$549K -$1.14M -10,015 -66%
SMA
1884
Sage Mountain Advisors
Georgia
$547K -$27.1K -239 -5%
SIM
1885
SSI Investment Management
California
$547K – – –
NIMI
1886
Natixis Investment Managers International
France
$547K +$94.3K +830 +20%
NF
1887
NTB Financial
Colorado
$546K -$114 -1 -0%
AWM
1888
Aevitas Wealth Management
Massachusetts
$545K +$681 +6 +0.1%
WF
1889
WoodTrust Financial
Wisconsin
$544K +$137K +1,209 +32%
APC
1890
Aspire Private Capital
North Carolina
$543K -$22.1K -195 -4%
LA
1891
Legacy Advisors
Pennsylvania
$543K -$20.3K -179 -3%
WAM
1892
Westport Asset Management
Connecticut
$543K – – –
CWM
1893
Cahaba Wealth Management
Georgia
$542K -$50.3K -443 -8%
CIP
1894
Capital Insight Partners
Arizona
$541K -$6.81K -60 -1%
BIC
1895
Beach Investment Counsel
Pennsylvania
$540K -$4.39M -38,694 -89%
MCM
1896
Marathon Capital Management
Maryland
$537K +$561K +4,940 New
FMTCOCP
1897
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$536K -$11.4K -100 -2%
GIM
1898
Greylin Investment Management
Virginia
$535K -$7.38K -65 -1%
PGWM
1899
Pitti Group Wealth Management
New York
$535K -$2.73K -24 -0.5%
UC
1900
Unio Capital
New Jersey
$534K -$11.4K -100 -2%