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Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
3301
Ullmann Wealth Partners Group
Florida
$690K +$15K +120 +2%
FNWM
3302
Financial Network Wealth Management
Utah
$690K +$17.5K +140 +2%
PWA
3303
PCG Wealth Advisors
Kansas
$690K +$193K +1,540 +31%
PK
3304
Pflug Koory
Nebraska
$688K +$558K +4,456 +221%
AS
3305
Altshuler Shaham
Israel
$688K +$741K +5,920 +1,057%
WIC
3306
Wilkins Investment Counsel
Massachusetts
$686K +$7.51K +60 +0.9%
Cohen & Steers
3307
Cohen & Steers
New York
$686K +$121K +963 +18%
TVAMP
3308
Tennessee Valley Asset Management Partners
Tennessee
$686K +$133K +1,060 +20%
WC
3309
Westhampton Capital
North Carolina
$686K +$135K +1,080 +20%
SSW
3310
Smith Shellnut Wilson
Mississippi
$684K
SWM
3311
Selective Wealth Management
Virginia
$684K +$108K +860 +15%
IWN
3312
Independent Wealth Network
Iowa
$683K +$11.9K +95 +1%
FWSM
3313
First Wilshire Securities Management
California
$682K +$804K +6,422 New
NMG
3314
New Millennium Group
Utah
$681K -$195K -1,560 -20%
KWA
3315
Kellett Wealth Advisors
Ohio
$680K
LCOV
3316
London Company of Virginia
Virginia
$680K
NB
3317
Northwest Bancshares
Pennsylvania
$678K
GWA
3318
Geometric Wealth Advisors
District of Columbia
$678K +$120K +960 +18%
TFCP
3319
Twin Focus Capital Partners
Massachusetts
$675K +$125K +998 +19%
HI
3320
Humankind Investments
New York
$675K +$481K +3,840 +152%
CAMV
3321
Concord Asset Management (Virginia)
Virginia
$675K +$54.4K +435 +7%
CRCM
3322
Corbett Road Capital Management
Virginia
$674K +$240K +1,921 +43%
S
3323
Schroders
United Kingdom
$671K -$449K -3,585 -36%
NC
3324
NovaPoint Capital
Georgia
$671K -$8.26K -66 -1%
WF
3325
Wayfinding Financial
Washington
$666K -$5.88K -47 -0.7%