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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
851
Jacobi Capital Management
Pennsylvania
$483K
ACP
852
Aveo Capital Partners
Colorado
$481K +$85.8K +130 +26%
PWMAG
853
Pinnacle Wealth Management Advisory Group
New Jersey
$480K
CFG
854
Carr Financial Group
Massachusetts
$476K
MA
855
Mutual Advisors
Nebraska
$475K +$4.62K +7 +1%
FWA
856
FSM Wealth Advisors
Ohio
$471K -$19.1K -29 -4%
EA
857
Everpar Advisors
Oklahoma
$470K +$410K +621 New
PIA
858
Perennial Investment Advisors
California
$469K
BIM
859
Baldwin Investment Management
Pennsylvania
$469K +$66K +100 +19%
1WM
860
1900 Wealth Management
Texas
$467K +$49.5K +75 +14%
CIA
861
Choate Investment Advisors
Massachusetts
$466K -$56.8K -86 -12%
GSEP
862
Golden State Equity Partners
California
$463K +$25.1K +38 +7%
C
863
CEDRUS
Colorado
$463K +$93.8K +142 +30%
GFG
864
Greystone Financial Group
Michigan
$462K +$63.4K +96 +19%
WWS
865
Wellington Wealth Strategies
Indiana
$462K +$403K +611 New
HI
866
Harbour Investments
Wisconsin
$461K +$238K +360 +145%
RBCM
867
Raub Brock Capital Management
California
$458K -$11.9K -18 -3%
FDS
868
Freedom Day Solutions
Texas
$454K +$3.3K +5 +0.8%
VA
869
Verdad Advisers
Massachusetts
$454K
OWA
870
ORBA Wealth Advisors
Illinois
$454K +$396K +600 New
ACS
871
Archford Capital Strategies
Illinois
$452K -$7.26K -11 -2%
AT
872
American Trust
Kentucky
$452K +$4.62K +7 +1%
T
873
Tidemark
California
$451K +$394K +596 New
CFO
874
CVA Family Office
Colorado
$451K +$5.94K +9 +2%
MWM
875
Mosley Wealth Management
California
$450K +$392K +594 New