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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1826
Circle Wealth Management
New Jersey
$302K +$80.4K +225 +40%
GC
1827
Grace Capital
Massachusetts
$300K -$1.97M -5,500 -87%
APW
1828
Acima Private Wealth
Virginia
$300K
WA
1829
Wealth Architects
California
$299K -$357 -1 -0.1%
BFC
1830
Bedel Financial Consulting
Indiana
$298K +$357 +1 +0.1%
KCPG
1831
Kavar Capital Partners Group
Kansas
$297K -$8.94K -25 -3%
SWAG
1832
Spectrum Wealth Advisory Group
California
$296K +$32.2K +90 +13%
NA
1833
Nottingham Advisors
New York
$293K
CCM
1834
Cox Capital Management
Massachusetts
$292K
MCWS
1835
McKinley Carter Wealth Services
West Virginia
$292K +$275K +768 New
FTC
1836
Farmers Trust Company
Ohio
$291K -$16.1K -45 -6%
AWE
1837
Avidian Wealth Enterprises
Texas
$291K -$7.51K -21 -3%
HHGA
1838
Halbert Hargrove Global Advisors
California
$291K -$1.43K -4 -0.5%
MSFP
1839
Mark Sheptoff Financial Planning
Connecticut
$289K -$46.1K -129 -15%
SCM
1840
Stordahl Capital Management
Colorado
$289K
BOS
1841
Bank of Stockton
California
$287K -$411K -1,150 -60%
VR
1842
Viridian RIA
Washington
$285K -$20.7K -58 -7%
HCM
1843
HGI Capital Management
New York
$285K
FAT
1844
First American Trust
California
$283K -$7.86K -22 -3%
PWA
1845
Peterson Wealth Advisors
Utah
$283K +$357 +1 +0.1%
AIP
1846
Ahrens Investment Partners
Louisiana
$282K +$265K +740 New
Connor, Clark & Lunn Investment Management (CC&L)
1847
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$280K -$3.07M -8,575 -92%
VCP
1848
Vista Capital Partners
Oregon
$280K +$263K +737 New
ACA
1849
Anchor Capital Advisors
Massachusetts
$279K
ODG
1850
O'Dell Group
Ohio
$279K +$1.43K +4 +0.5%