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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3051
Wade Financial Advisory
California
$905K -$41.5K -260 -4%
SCM
3052
Seascape Capital Management
New Hampshire
$902K
SCA
3053
Stillwater Capital Advisors
Pennsylvania
$899K
HA
3054
HC Advisors
Georgia
$899K +$38.3K +240 +5%
CCG
3055
Chatham Capital Group
Georgia
$899K +$76.6K +480 +10%
WPA
3056
West Paces Advisors
Georgia
$899K
GIA
3057
GHP Investment Advisors
Colorado
$896K -$102K -640 -10%
LG
3058
LaFleur & Godfrey
Michigan
$896K -$89.4K -560 -9%
AAM
3059
American Asset Management
Florida
$896K +$31.9K +200 +4%
MKA
3060
M. Kulyk & Associates
Georgia
$896K +$878K +5,500 New
WWMSC
3061
Wagner Wealth Management (South Carolina)
South Carolina
$892K +$874K +5,480 New
ST
3062
Sentinel Trust
Texas
$889K -$54.3K -340 -6%
MSFP
3063
Mark Sheptoff Financial Planning
Connecticut
$886K +$463K +2,900 +114%
CC
3064
Cipher Capital
New York
$883K +$865K +5,420 New
MFGM
3065
Marshall Financial Group (Maryland)
Maryland
$883K +$865K +5,420 New
SWA
3066
Sax Wealth Advisors
New Jersey
$883K +$865K +5,420 New
FNB
3067
Farmers National Bank
Kentucky
$883K +$865K +5,420 New
TIA
3068
Traphagen Investment Advisors
New Jersey
$879K +$112K +700 +15%
CB
3069
Cadence Bank
Mississippi
$873K
GSIS
3070
Global Strategic Investment Solutions
Arizona
$873K +$319K +2,000 +60%
VC
3071
Veery Capital
Delaware
$873K +$855K +5,360 New
SI
3072
Scharf Investments
California
$870K +$852K +5,340 New
CPWM
3073
Cypress Point Wealth Management
Texas
$869K +$852K +5,340 New
WCM
3074
Weld Capital Management
New York
$863K +$846K +5,300 New
DA
3075
Dash Acquisitions
California
$860K +$843K +5,280 New