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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1426
Westmount Partners
California
$593K -$29.4K -143 -5%
FNT
1427
First National Trust
Pennsylvania
$592K -$46.7K -227 -8%
FWI
1428
Facet Wealth Inc
Maryland
$592K +$175K +850 +53%
CF
1429
Carlson Financial
Oregon
$591K +$559K +2,720 New
BBNB
1430
Baker Boyer National Bank
Washington
$589K
PWA
1431
Pitcairn Wealth Advisors
Pennsylvania
$589K +$558K +2,714 New
FNT
1432
First Nebraska Trust
Nebraska
$588K
LWM
1433
Lodestone Wealth Management
Washington
$587K -$44.6K -217 -7%
AIM
1434
Avity Investment Management
Connecticut
$587K +$556K +2,702 New
PFA
1435
Pathway Financial Advisors
Vermont
$584K
TFA
1436
Toth Financial Advisory
Virginia
$583K -$1.23K -6 -0.2%
PAM
1437
PVG Asset Management
Colorado
$583K -$15.4K -75 -3%
OC
1438
Opinicus Capital
Florida
$583K +$552K +2,684 New
PCH
1439
PGIM Custom Harvest
New Jersey
$582K +$62.3K +303 +13%
DP
1440
Dearborn Partners
Illinois
$582K -$206K -1,000 -27%
FBB
1441
Fulton Breakefield Broenniman
Maryland
$579K -$5.14K -25 -0.9%
SPL
1442
Smart Portfolios LLC
Washington
$579K -$2.06K -10 -0.4%
LWL
1443
Leo Wealth LLC
Texas
$575K +$136K +663 +33%
BLC
1444
Brown, Lisle/Cummings
Rhode Island
$575K +$39.5K +192 +8%
NIA
1445
NBZ Investment Advisors
Tennessee
$572K
TC
1446
TownSquare Capital
Utah
$571K +$34.8K +169 +7%
SRC
1447
Shufro Rose & Co
New York
$570K +$4.94K +24 +0.9%
EWM
1448
Elite Wealth Management
Washington
$568K
WFA
1449
WMG Financial Advisors
Tennessee
$568K +$20.8K +101 +4%
RS
1450
Rakuten Securities
Japan
$567K +$98.5K +479 +22%