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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1526
Continuum Advisory
Idaho
$483K +$98.3K +427 +23%
BFM
1527
Boothbay Fund Management
New York
$482K +$522K +2,266 New
CP
1528
Capital Planning
Washington
$481K +$520K +2,260 New
MCM
1529
McRae Capital Management
New Jersey
$477K
VCM
1530
Vivaldi Capital Management
Illinois
$477K
MIA
1531
MainStreet Investment Advisors
Illinois
$477K +$46.7K +203 +10%
EWM
1532
Evermay Wealth Management
Virginia
$476K +$56.6K +246 +12%
SF
1533
Summit Financial
New Jersey
$475K +$250K +1,086 +94%
MWPCG
1534
Measured Wealth Private Client Group
New Hampshire
$475K -$36.8K -160 -7%
PWW
1535
Pettyjohn Wood & White
Virginia
$475K -$11.5K -50 -2%
WA
1536
Wealth Architects
California
$475K +$1.38K +6 +0.3%
AWA
1537
Aaron Wealth Advisors
Illinois
$475K +$7.13K +31 +1%
SP
1538
Successful Portfolios
Florida
$472K +$7.13K +31 +1%
UAML
1539
US Asset Management LLC
Pennsylvania
$472K +$511K +2,220 New
TCPWM
1540
Traverso Chambers Private Wealth Management
California
$470K +$13.1K +57 +3%
HA
1541
Harfst & Associates
Wyoming
$468K +$3.68K +16 +0.7%
KPW
1542
Kore Private Wealth
New York
$468K +$31.5K +137 +7%
ATWA
1543
Arbor Trust Wealth Advisors
Michigan
$467K -$3.45K -15 -0.7%
SWP
1544
Strategic Wealth Partners
Ohio
$465K -$193K -838 -28%
TNA
1545
True North Advisors
Texas
$465K +$251K +1,090 +99%
AWE
1546
Avidian Wealth Enterprises
Texas
$461K +$93.2K +405 +23%
BHIA
1547
Birch Hill Investment Advisors
Massachusetts
$460K +$46K +200 +10%
GAM
1548
Gotham Asset Management
New York
$460K +$498K +2,163 New
EGM
1549
Engineers Gate Manager
New York
$457K -$2.38M -10,322 -83%
AOWM
1550
Alpha Omega Wealth Management
Virginia
$457K