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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2526
Pinnacle Private Wealth
Massachusetts
$2.99M -$83.4K -540 -3%
BBNB
2527
Baker Boyer National Bank
Washington
$2.99M +$46.4K +300 +2%
TFP
2528
Tilia Fiduciary Partners
North Carolina
$2.99M +$46.4K +300 +2%
SCA
2529
Strategic Capital Advisers
Colorado
$2.98M -$139K -900 -5%
HWM
2530
Heirloom Wealth Management
Colorado
$2.98M +$229K +1,480 +6%
TTWM
2531
TCV Trust & Wealth Management
Virginia
$2.97M +$3.09K +20 +0.1%
CPA
2532
Capital Performance Advisors
California
$2.97M +$1.21M +7,800 +75%
GDP
2533
Great Diamond Partners
Maine
$2.96M -$164K -1,060 -6%
SOAMC
2534
Spirit of America Management Corp
New York
$2.95M +$30.9K +200 +1%
WCM
2535
Washburn Capital Management
Florida
$2.95M -$680K -4,400 -20%
EWA
2536
Encompass Wealth Advisors
Oregon
$2.94M
B
2537
Bridgeworth
Alabama
$2.94M +$3.09K +20 +0.1%
CC
2538
Centiva Capital
New York
$2.94M +$2.79M +18,060 New
WDC
2539
Woodward Diversified Capital
California
$2.94M -$2.28M -14,740 -45%
BPIH
2540
Broad Peak Investment Holdings
Singapore
$2.93M -$2.47M -16,000 -47%
TA
2541
Tectonic Advisors
Texas
$2.93M -$80.3K -520 -3%
RCAP
2542
Resolute Capital Asset Partners
Colorado
$2.93M +$1.24M +8,000 +80%
MA
2543
MJP Associates
Connecticut
$2.93M +$519K +3,360 +23%
GCA
2544
Genesee Capital Advisors
New York
$2.92M +$219K +1,420 +9%
PI
2545
Pettee Investors
Connecticut
$2.92M
SMH
2546
Sanders Morris Harris
Texas
$2.92M +$30.9K +200 +1%
AIM
2547
Aspen Investment Management
Michigan
$2.91M -$40.2K -260 -1%
TIA
2548
Tiemann Investment Advisors
California
$2.9M +$21.6K +140 +0.8%
SMA
2549
Sage Mountain Advisors
Georgia
$2.9M -$1.65M -10,660 -37%
W
2550
Wealthquest
Ohio
$2.89M