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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1576
Westmount Partners
California
$420K +$5.48K +4 +1%
VCM
1577
Virtue Capital Management
Tennessee
$419K +$108K +79 +31%
SOW
1578
State of Wyoming
Wyoming
$419K -$13.7K -10 -3%
SW
1579
SkyOak Wealth
Michigan
$419K +$434K +317 New
Kovitz Investment Group Partners
1580
Kovitz Investment Group Partners
Illinois
$418K -$407K -297 -48%
AFM
1581
Aspetuck Financial Management
Connecticut
$417K
PIA
1582
Pinion Investment Advisors
Kansas
$417K +$2.74K +2 +0.6%
SFA
1583
Souders Financial Advisors
Ohio
$416K -$27.4K -20 -6%
AFT
1584
Alpha Family Trust
California
$416K
VAG
1585
VisionPoint Advisory Group
Texas
$415K +$68.5K +50 +19%
PWM
1586
Purus Wealth Management
California
$413K +$12.3K +9 +3%
CFG
1587
Carter Financial Group
Illinois
$411K +$167K +122 +65%
SDWMA
1588
Schneider Downs Wealth Management Advisors
Pennsylvania
$409K
MAS
1589
Meeder Advisory Services
Ohio
$408K -$1.37K -1 -0.3%
FCMA
1590
Foresight Capital Management Advisors
Michigan
$407K +$422K +308 New
BTWM
1591
Baker Tilly Wealth Management
Wisconsin
$405K -$43.9K -32 -9%
TWM
1592
Tanager Wealth Management
United Kingdom
$403K +$95.9K +70 +30%
EL
1593
EWA LLC
Pennsylvania
$402K +$21.9K +16 +6%
S
1594
Sunpointe
Missouri
$402K -$2.74K -2 -0.7%
FC
1595
Financial Consulate
Maryland
$400K -$160K -117 -28%
CFAM
1596
Center For Asset Management
Florida
$398K +$32.9K +24 +9%
LI
1597
Louisbourg Investments
New Brunswick, Canada
$396K -$480K -350 -54%
BCFD
1598
Boit C.F. David
$396K
CT
1599
Chicago Trust
Illinois
$392K
TVPW
1600
Third View Private Wealth
Connecticut
$391K -$19.2K -14 -5%