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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
3401
Patrick M. Sweeney & Associates
Illinois
$2.15M +$9.55K +52 +0.5%
OCPWS
3402
One Charles Private Wealth Services
Massachusetts
$2.15M -$41K -223 -2%
CWAF
3403
Core Wealth Advisors (Florida)
Florida
$2.14M +$1.54M +8,374 +309%
PBO
3404
Peoples Bank (Ohio)
Ohio
$2.14M +$428K +2,329 +27%
GWM
3405
GSB Wealth Management
Connecticut
$2.14M +$35.5K +193 +2%
PIAS
3406
PCA Investment Advisory Services
Ohio
$2.14M +$59.5K +324 +3%
ECA
3407
Elevated Capital Advisors
Utah
$2.13M +$85.6K +466 +4%
SPA
3408
Sherbrooke Park Advisers
New York
$2.13M +$13.4K +73 +0.7%
MAM
3409
Marotta Asset Management
Virginia
$2.12M +$56.4K +307 +3%
MCWA
3410
Meadow Creek Wealth Advisors
Georgia
$2.12M +$170K +924 +9%
CFC
3411
Coyle Financial Counsel
Illinois
$2.12M
CPM
3412
Connective Portfolio Management
New York
$2.12M +$276K +1,500 +16%
IA
3413
IAM Advisory
Pennsylvania
$2.12M -$49.8K -271 -2%
TWP
3414
Triad Wealth Partners
Kansas
$2.11M +$706K +3,845 +54%
WWC
3415
Waypoint Wealth Counsel
Georgia
$2.11M -$18.6K -101 -0.9%
LFASL
3416
Lugano Financial Advisors SA (LFA)
Switzerland
$2.1M +$130K +705 +7%
HA
3417
Hofer & Associates
California
$2.1M -$2.76K -15 -0.1%
WCFA
3418
Walkner Condon Financial Advisors
Wisconsin
$2.1M -$498K -2,711 -20%
AWM
3419
Aprio Wealth Management
Georgia
$2.1M -$21.1K -115 -1%
SWM
3420
Shelton Wealth Management
Texas
$2.09M +$102K +553 +5%
ARG
3421
Advisory Resource Group
Oklahoma
$2.09M +$46.5K +253 +2%
CFS
3422
Commonwealth Financial Services
West Virginia
$2.08M +$42.6K +232 +2%
ACA
3423
Affinity Capital Advisors
California
$2.08M -$23.3K -127 -1%
DA
3424
Detalus Advisors
Missouri
$2.08M +$255K +1,388 +15%
WA
3425
WealthTrust Axiom
Pennsylvania
$2.08M +$125K +680 +7%