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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1651
Evermay Wealth Management
Virginia
$840K -$12.2K -42 -1%
HIC
1652
Hartline Investment Corp
Illinois
$840K
TA
1653
TFB Advisors
Kansas
$838K -$153K -529 -16%
RWM
1654
Rialto Wealth Management
New York
$837K +$1.74K +6 +0.2%
BPWM
1655
BCS Private Wealth Management
New Jersey
$832K
GM
1656
GeoWealth Management
Illinois
$830K +$259K +894 +44%
CWM
1657
Chemistry Wealth Management
New York
$826K
1SB
1658
1ST Source Bank
Indiana
$823K -$5.51K -19 -0.6%
FFG
1659
Fortress Financial Group
Minnesota
$822K +$290 +1 +0%
NRS
1660
Neville Rodie & Shaw
New York
$821K
DFCM
1661
Dark Forest Capital Management
Puerto Rico
$820K +$843K +2,907 New
PL
1662
Perpetual Ltd
Australia
$820K +$843K +2,907 New
IBOK
1663
Independence Bank of Kentucky
Kentucky
$820K
PBC
1664
Pavion Blue Capital
California
$817K -$4.64K -16 -0.5%
CFP
1665
Catalyst Financial Partners
Massachusetts
$817K +$18.6K +64 +2%
APW
1666
Austin Private Wealth
Texas
$816K -$18.3K -63 -2%
LAI
1667
Legal Advantage Investments
California
$814K
PAI
1668
Pittenger & Anderson Inc
Nebraska
$814K +$6.67K +23 +0.8%
AGC
1669
Aspen Grove Capital
Colorado
$813K -$30.2K -104 -3%
FPCP
1670
Fort Point Capital Partners
California
$811K -$80.3K -277 -9%
TNB
1671
Thomasville National Bank
Georgia
$810K +$84.1K +290 +11%
MA
1672
Montag & Associates
Georgia
$809K -$43.5K -150 -5%
HBWM
1673
Hollow Brook Wealth Management
New York
$807K +$449K +1,548 +118%
PP
1674
PDS Planning
Ohio
$806K +$21.5K +74 +3%
CIC
1675
Chilton Investment Company
Connecticut
$802K +$228K +785 +38%