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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1651
Proquility Private Wealth Partners
Nevada
$826K +$2.63K +9 +0.3%
PIA
1652
Perennial Investment Advisors
California
$822K -$5.27K -18 -0.6%
LWM
1653
Lyell Wealth Management
California
$820K +$7.9K +27 +0.9%
PJSIMP
1654
P.J. Schmidt Investment Management (PJS)
Wisconsin
$819K +$229K +782 +37%
DFG
1655
Delta Financial Group
New Jersey
$817K +$33.9K +116 +4%
AGWCA
1656
Annis Gardner Whiting Capital Advisors
Florida
$816K +$286K +977 +52%
SC
1657
Sapient Capital
Indiana
$816K +$1.46K +5 +0.2%
ATC
1658
Adirondack Trust Company
New York
$816K +$6.14K +21 +0.7%
Fiera Capital (Canada)
1659
Fiera Capital (Canada)
Quebec, Canada
$815K -$13.2K -45 -2%
PPW
1660
Pasadena Private Wealth
California
$813K +$186K +635 +29%
ZCM
1661
Ziegler Capital Management
Illinois
$813K +$1.93M +6,586 +73%
NPFS
1662
Novak & Powell Financial Services
Florida
$813K +$21.1K +72 +3%
SIG
1663
Spinnaker Investment Group
California
$813K +$13.2K +45 +2%
OC
1664
Oarsman Capital
Wisconsin
$810K -$339K -1,160 -29%
LT
1665
Legacy Trust
Michigan
$809K
BWP
1666
BSW Wealth Partners
Colorado
$808K +$1.46K +5 +0.2%
PFA
1667
Pure Financial Advisors
California
$808K +$71.7K +245 +9%
MLL
1668
Moody Lynn & Lieberson
Massachusetts
$808K
GFS
1669
GYL Financial Synergies
Connecticut
$805K +$5.56K +19 +0.7%
WAM
1670
Weatherly Asset Management
California
$805K -$7.32K -25 -0.9%
CFG
1671
Carr Financial Group
Massachusetts
$802K
PCMC
1672
Paragon Capital Management (Colorado)
Colorado
$802K -$15.5K -53 -2%
AWM
1673
Allen Wealth Management
North Carolina
$801K -$14.6K -50 -2%
SCA
1674
St. Clair Advisors
Ohio
$796K
CGA
1675
Crescent Grove Advisors
Illinois
$795K