Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1876
Heritage Financial Services
Massachusetts
$502K -$7.99K -75 -1%
APC
1877
Aspire Private Capital
North Carolina
$502K +$19.5K +183 +4%
FIM
1878
Fernwood Investment Management
Massachusetts
$500K – – –
1W
1879
1776 Wealth
Georgia
$498K +$32K +300 +6%
FW
1880
FirstPurpose Wealth
Utah
$497K +$71.5K +671 +15%
FFA
1881
Founders Financial Alliance
North Carolina
$496K -$37K -347 -6%
CSWM
1882
Cassady Schiller Wealth Management
Ohio
$496K -$5.86K -55 -1%
GWAM
1883
Guardian Wealth Advisors (Minnesota)
Minnesota
$496K +$1.07K +10 +0.2%
TW
1884
Towerpoint Wealth
California
$495K -$3.62K -34 -0.7%
PPW
1885
Parcion Private Wealth
Washington
$495K -$853 -8 -0.2%
CCA
1886
Column Capital Advisors
Indiana
$491K – – –
WF
1887
WoodTrust Financial
Wisconsin
$491K +$7.04K +66 +1%
DA
1888
DCM Advisors
New York
$490K +$75.9K +712 +16%
TIM
1889
Tevis Investment Management
Texas
$488K +$22.1K +207 +4%
RCM
1890
Raleigh Capital Management
North Carolina
$488K +$286K +2,680 +113%
SIM
1891
SSI Investment Management
California
$487K +$1.39K +13 +0.3%
BFM
1892
Boothbay Fund Management
New York
$487K +$300K +2,814 +127%
AWM
1893
Aevitas Wealth Management
Massachusetts
$486K +$640 +6 +0.1%
AA
1894
Addison Advisors
Vermont
$486K +$21.9K +205 +4%
WAM
1895
Westport Asset Management
Connecticut
$484K – – –
CTI
1896
Community Trust & Investment
Kentucky
$484K +$533K +4,999 New
PCM
1897
Prelude Capital Management
New York
$483K -$2.28M -21,381 -81%
LFA
1898
Legacy Financial Advisors
Kentucky
$483K +$36.1K +339 +7%
KWM
1899
Kolinsky Wealth Management
New Jersey
$482K +$10.8K +101 +2%
BIC
1900
Beach Investment Counsel
Pennsylvania
$481K – – –