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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1776
Baystate Wealth Management
Massachusetts
$430K +$15.8K +68 +4%
CP
1777
Castleview Partners
Texas
$429K -$61.7K -266 -12%
TF
1778
Trek Financial
Arizona
$428K +$111K +480 +33%
TCMP
1779
Thrive Capital Management (Pennsylvania)
Pennsylvania
$426K +$159K +686 +56%
SPI
1780
Santori & Peters Inc
Pennsylvania
$426K +$3.94K +17 +0.9%
TRIA
1781
Trail Ridge Investment Advisors
Colorado
$426K -$36K -155 -7%
FMWA
1782
Forvis Mazars Wealth Advisors
Missouri
$425K +$123K +528 +38%
CWA
1783
Consilium Wealth Advisory
Texas
$425K
AC
1784
AXQ Capital
New Jersey
$422K -$1.23M -5,300 -74%
CAM
1785
Campion Asset Management
Virginia
$422K +$66.1K +285 +18%
APW
1786
Acima Private Wealth
Virginia
$420K -$23.2K -100 -5%
WTFG
1787
Wells Trecaso Financial Group
Ohio
$420K +$2.55K +11 +0.6%
AUB
1788
Atlantic Union Bankshares
Virginia
$419K -$34.8K -150 -7%
KP
1789
Keel Point
Alabama
$418K +$57.5K +248 +15%
EFG
1790
Ethos Financial Group
Pennsylvania
$418K
KLWA
1791
Kelly Lawrence W & Associates
California
$417K -$20.9K -90 -5%
FIM
1792
Fruth Investment Management
Texas
$417K
CA
1793
Claro Advisors
Massachusetts
$415K +$27.8K +120 +7%
QPW
1794
Quantum Private Wealth
Florida
$414K +$432K +1,863 New
PI
1795
PFG Investments
New York
$412K -$232 -1 -0.1%
FNBTCON
1796
First National Bank & Trust Co of Newtown
Pennsylvania
$409K +$2.55K +11 +0.6%
CAMG
1797
CWA Asset Management Group
Florida
$408K -$75.6K -326 -15%
SGWM
1798
Sterling Group Wealth Management
California
$407K
SNB
1799
Security National Bank
Nebraska
$404K -$44.8K -193 -10%
IAMOG
1800
Investors Asset Management of Georgia
Georgia
$403K