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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1876
Alpha Omega Wealth Management
Virginia
$545K -$25.9K -95 -5%
APW
1877
Acima Private Wealth
Virginia
$545K
AGWCA
1878
Annis Gardner Whiting Capital Advisors
Florida
$545K +$53.1K +195 +11%
LIM
1879
Longfellow Investment Management
Massachusetts
$543K -$375K -1,378 -42%
VAS
1880
Vestmark Advisory Solutions
Massachusetts
$542K +$513K +1,882 New
BGIM
1881
Boussard & Gavaudan Investment Management
United Kingdom
$541K +$514K +1,888 New
FIM
1882
Fruth Investment Management
Texas
$541K
CFA
1883
Capstone Financial Advisors
Illinois
$541K +$817 +3 +0.2%
IP
1884
Ignite Planners
California
$540K -$6.81K -25 -1%
HA
1885
Herold Advisors
New York
$540K -$54.5K -200 -10%
KWM
1886
Kolinsky Wealth Management
New Jersey
$540K +$54.8K +201 +12%
CCA
1887
Clearwater Capital Advisors
Illinois
$539K +$18.8K +69 +4%
OWA
1888
Opal Wealth Advisors
New York
$538K +$9.26K +34 +2%
FEM
1889
Fulcrum Equity Management
Texas
$535K -$38.7K -142 -7%
MCWA
1890
Meadow Creek Wealth Advisors
Georgia
$534K +$505K +1,854 New
GEA
1891
Glen Eagle Advisors
New Jersey
$533K -$34.6K -127 -6%
LTI
1892
Laffer Tengler Investments
Tennessee
$531K -$15.5K -57 -3%
SCA
1893
Sandy Cove Advisors
Massachusetts
$531K -$1.29M -4,728 -72%
CWM
1894
Circle Wealth Management
New Jersey
$529K -$131K -481 -21%
BONH
1895
Bank of New Hampshire
New Hampshire
$529K -$124K -454 -20%
TVM
1896
True Vision MN
Minnesota
$529K +$500K +1,836 New
SGWM
1897
Sterling Group Wealth Management
California
$529K
GM
1898
GeoWealth Management
Illinois
$527K +$493K +1,811 +9,055%
EFG
1899
Everhart Financial Group
Ohio
$527K +$58.3K +214 +13%
KLWA
1900
Kelly Lawrence W & Associates
California
$526K