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Name Holding Trade Value Shares
Change
Change in
Stake
VP
1726
Verum Partners
North Carolina
$471K +$492K +2,122 New
1WA
1727
180 Wealth Advisors
Washington
$471K +$23K +99 +5%
VCP
1728
Verus Capital Partners
Arizona
$471K +$8.35K +36 +2%
SCM
1729
SOL Capital Management
Maryland
$468K
MMPW
1730
Mitchell McLeod Pugh & Williams
Alabama
$467K -$3.02K -13 -0.6%
MCM
1731
Magnolia Capital Management
New York
$466K
FWIA
1732
Fort Washington Investment Advisors
Ohio
$465K
SFG
1733
Sunburst Financial Group
Alabama
$462K -$9.28K -40 -2%
SIA
1734
Soltis Investment Advisors
Utah
$461K +$187K +804 +63%
KIG
1735
Kennedy Investment Group
New Jersey
$459K +$2.09K +9 +0.4%
BHIA
1736
Birch Hill Investment Advisors
Massachusetts
$458K
AWM
1737
Avitas Wealth Management
California
$456K -$7.66K -33 -2%
FTC
1738
Farmers Trust Company
Ohio
$456K +$101K +435 +27%
PFA
1739
Pure Financial Advisors
California
$455K +$5.11K +22 +1%
AR
1740
Apeiron RIA
Texas
$455K +$47.8K +206 +11%
PAM
1741
Private Asset Management
California
$455K -$60.3K -260 -11%
CSC
1742
Caldwell Sutter Capital
California
$454K +$275K +1,183 +137%
OWA
1743
One Wealth Advisors
California
$452K -$222K -957 -32%
ET
1744
Equitable Trust
Tennessee
$452K
CFA
1745
Capstone Financial Advisors
Illinois
$452K -$16.5K -71 -3%
CWM
1746
Circle Wealth Management
New Jersey
$452K +$3.02K +13 +0.6%
FHA
1747
Flagship Harbor Advisors
Massachusetts
$451K -$138K -594 -23%
LMKC
1748
L.M. Kohn & Company
Ohio
$450K -$232 -1 -0%
FMLI
1749
Fukoku Mutual Life Insurance
Japan
$450K
GEA
1750
Glen Eagle Advisors
New Jersey
$450K +$928 +4 +0.2%