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Name Holding Trade Value Shares
Change
Change in
Stake
C
1901
Certuity
Florida
$3.25M -$164K -1,658 -5%
MWM
1902
Mattern Wealth Management
Kansas
$3.25M -$65.7K -665 -2%
GL
1903
Graypoint LLC
New York
$3.25M -$358K -3,626 -9%
STC
1904
Sarah T. Connolly
$3.24M +$213K +2,158 +6%
SHFA
1905
SS&H Financial Advisors
Michigan
$3.24M +$773K +7,830 +25%
WI
1906
WrapManager Inc
California
$3.22M -$866K -8,764 -19%
PCA
1907
Private Capital Advisors
Connecticut
$3.21M +$494 +5 +0%
NFG
1908
Nadler Financial Group
Illinois
$3.21M +$112K +1,133 +3%
CWC
1909
Carolinas Wealth Consulting
North Carolina
$3.21M -$22.5K -228 -0.6%
ONSWM
1910
Old North State Wealth Management
North Carolina
$3.2M +$196K +1,986 +5%
PFBT
1911
Parkside Financial Bank & Trust
Missouri
$3.2M +$177K +1,795 +5%
RWP
1912
Revolve Wealth Partners
New Jersey
$3.19M -$61.1K -619 -2%
GIP
1913
Greatmark Investment Partners
Georgia
$3.19M +$2.4M +24,344 +178%
LCM
1914
Lattice Capital Management
Washington
$3.19M
HGERS
1915
Householder Group Estate & Retirement Specialist
Arizona
$3.19M +$69.2K +701 +2%
CGA
1916
Channing Global Advisors
Florida
$3.19M +$862K +8,723 +30%
KC
1917
Kingfisher Capital
North Carolina
$3.19M +$308K +3,123 +9%
SFO
1918
Stokes Family Office
Louisiana
$3.19M -$576K -5,833 -13%
AWM
1919
Affinity Wealth Management
Delaware
$3.18M -$185K -1,876 -5%
APP
1920
Avantax Planning Partners
Iowa
$3.18M +$76.8K +777 +2%
HCA
1921
Harbor Capital Advisors
Illinois
$3.17M -$232K -2,350 -6%
VCA
1922
Verdence Capital Advisors
Maryland
$3.17M -$1.09M -11,052 -23%
PFSC
1923
Peoples Financial Services Corp
Pennsylvania
$3.16M +$23.9K +242 +0.6%
KTM
1924
Keeler Thomas Management
Utah
$3.16M -$1.56M -15,796 -30%
MJP
1925
Michael J. Puzo
$3.15M -$324K -3,284 -8%