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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1851
CVA Family Office
Colorado
$362K +$15.9K +65 +5%
DU
1852
Delphia (USA)
Ontario, Canada
$361K -$1.23K -5 -0.3%
NEAM
1853
New England Asset Management
Connecticut
$361K +$123K +501 +51%
SA
1854
Shilanski & Associates
Alaska
$359K -$15.9K -65 -4%
GWM
1855
Greenwich Wealth Management
Connecticut
$357K -$1.72K -7 -0.5%
Destination Wealth Management
1856
Destination Wealth Management
California
$357K +$67.9K +277 +23%
LWA
1857
Lineweaver Wealth Advisors
Ohio
$355K +$8.58K +35 +2%
KWM
1858
Keebeck Wealth Management
Illinois
$354K – – –
WRM
1859
Weybosset Research & Management
Rhode Island
$353K +$355K +1,450 New
WEG
1860
World Equity Group
Illinois
$352K +$105K +430 +42%
WLIM
1861
White Lighthouse Investment Management
Massachusetts
$352K -$12.5K -51 -3%
HDIM
1862
Hanson & Doremus Investment Management
Vermont
$350K – – –
Prime Capital Investment Advisors
1863
Prime Capital Investment Advisors
Kansas
$347K +$56.4K +230 +19%
AWM
1864
Aspire Wealth Management
Massachusetts
$346K – – –
IIC
1865
Integrated Investment Consultants
Michigan
$345K -$980 -4 -0.3%
NFG
1866
Nadler Financial Group
Illinois
$345K +$2.7K +11 +0.8%
SCA
1867
STALEY CAPITAL ADVISERS
Pennsylvania
$344K – – –
STC
1868
Sarah T. Connolly
$343K -$17.2K -70 -5%
RWA
1869
RGT Wealth Advisors
Texas
$343K +$345K +1,408 New
CA
1870
Claro Advisors
Massachusetts
$342K +$7.6K +31 +2%
SFS
1871
Summit Financial Strategies
Ohio
$341K – – –
SIC
1872
Samalin Investment Counsel
New York
$340K +$11.5K +47 +3%
IWP
1873
Icon Wealth Partners
Texas
$339K -$70.8K -289 -17%
SC
1874
Stephens Consulting
Michigan
$338K – – –
Forvis Mazars Wealth Advisors
1875
Forvis Mazars Wealth Advisors
Missouri
$338K +$40.4K +165 +13%