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Name Holding Trade Value Shares
Change
Change in
Stake
W
3126
Wealthquest
Ohio
$2.69M +$107K +588 +4%
TPM
3127
Triasima Portfolio Management
Quebec, Canada
$2.69M -$1.07M -5,849 -29%
B
3128
Birchbrook
Maine
$2.69M +$11.9K +65 +0.5%
IIM
3129
InTrack Investment Management
Vermont
$2.69M +$28.5K +156 +1%
JE
3130
JMAC Enterprises
Pennsylvania
$2.69M +$126K +690 +5%
TCBWMS
3131
Texas Capital Bank Wealth Management Services
Texas
$2.69M -$1.79M -9,796 -40%
PSB
3132
Piscataqua Savings Bank
New Hampshire
$2.68M
EM
3133
Excalibur Management
Massachusetts
$2.68M +$26.6K +146 +1%
BCG
3134
BayBridge Capital Group
California
$2.68M +$895K +4,905 +52%
GPI
3135
General Partner Inc
Pennsylvania
$2.67M -$137K -750 -5%
NFG
3136
Northeast Financial Group
Pennsylvania
$2.67M +$274K +1,504 +12%
SC
3137
Shearwater Capital
Colorado
$2.67M
IAS
3138
Investment Advisory Services
Texas
$2.67M +$3.47K +19 +0.1%
RW
3139
REDW Wealth
New Mexico
$2.66M -$130K -715 -5%
DG
3140
DMC Group
Alabama
$2.66M -$8.39K -46 -0.3%
M1FG
3141
Mach-1 Financial Group
Arkansas
$2.66M +$139K +763 +6%
HL
3142
HeadInvest LLC
Maine
$2.65M +$81.9K +449 +3%
BSHC
3143
Breed's Hill Capital
Massachusetts
$2.65M -$38.9K -213 -1%
AOWM
3144
Alpha Omega Wealth Management
Virginia
$2.65M -$73K -400 -3%
LIA
3145
LSP Investment Advisors
New York
$2.65M
KCM
3146
Kathmere Capital Management
Pennsylvania
$2.65M +$510K +2,796 +25%
HKIMG
3147
Hutchens & Kramer Investment Management Group
Indiana
$2.64M +$168K +922 +7%
NL
3148
Navalign LLC
California
$2.64M +$54.7K +300 +2%
MFS
3149
Mirabella Financial Services
United Kingdom
$2.64M -$8.26M -45,290 -76%
OFW
3150
Omnia Family Wealth
Florida
$2.64M +$162K +887 +7%