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Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
1026
Elk River Wealth Management
Colorado
$3.34M +$13.9K +28 +0.4%
VAS
1027
Valicenti Advisory Services
New York
$3.31M +$3.69M +7,455 New
HIC
1028
Hartline Investment Corp
Illinois
$3.31M -$673K -1,359 -15%
NCM
1029
Narwhal Capital Management
Georgia
$3.31M -$897K -1,812 -20%
MKC
1030
M. Kraus & Co
Vermont
$3.29M +$3.66M +7,388 New
PFS
1031
Physicians Financial Services
North Carolina
$3.27M +$175K +353 +5%
HCG
1032
Haven Capital Group
California
$3.27M +$3.64M +7,348 New
CP
1033
Cumberland Partners
Ontario, Canada
$3.26M +$2.26M +4,572 +166%
HBT
1034
Hills Bank & Trust
Iowa
$3.25M +$35.2K +71 +1%
FAM
1035
Formidable Asset Management
Ohio
$3.23M -$374K -755 -9%
CCMG
1036
Clark Capital Management Group
Pennsylvania
$3.23M -$25M -50,406 -87%
FFS
1037
Fischer Financial Services
Pennsylvania
$3.22M +$3.59M +7,252 New
SSWM
1038
Smith Salley Wealth Management
North Carolina
$3.22M +$357K +721 +11%
KIA
1039
Knollwood Investment Advisory
Maryland
$3.22M
SC
1040
Slow Capital
California
$3.22M +$316K +639 +10%
SW
1041
SlateStone Wealth
Florida
$3.22M +$297K +600 +9%
MMPW
1042
Mitchell McLeod Pugh & Williams
Alabama
$3.22M -$183K -370 -5%
SWM
1043
Spire Wealth Management
Virginia
$3.21M -$5.59M -11,293 -61%
MG
1044
Marex Group
$3.21M -$46.9M -94,676 -93%
NCM
1045
Nelson Capital Management
California
$3.2M -$146K -294 -4%
FA
1046
Fagan Associates
New York
$3.2M +$19.8K +40 +0.6%
MOS
1047
MGO One Seven
Ohio
$3.2M +$392K +791 +12%
MC
1048
Mirabaud & Cie
Switzerland
$3.18M +$1.15M +2,315 +48%
STA
1049
Summit Trail Advisors
New York
$3.17M +$38.1K +77 +1%
CWM
1050
Congress Wealth Management
Massachusetts
$3.17M +$135K +272 +4%