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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1851
River Wealth Advisors
Pennsylvania
$220K -$201 -1 -0.1%
FCM
1852
Firestone Capital Management
Florida
$220K – – –
FIBT
1853
First International Bank & Trust
North Dakota
$220K – – –
RF
1854
Rollins Financial
Georgia
$220K +$29.7K +148 +15%
B
1855
Barings
North Carolina
$220K +$231K +1,151 New
PWC
1856
PYA Waltman Capital
Tennessee
$219K – – –
LCM
1857
Lattice Capital Management
Washington
$218K – – –
E
1858
ETFidea
New York
$218K – – –
TCWM
1859
Total Clarity Wealth Management
Illinois
$218K +$32.1K +160 +16%
CSIA
1860
Charles Schwab Investment Advisory
California
$218K +$228K +1,138 New
OPTFSNA
1861
Old Point Trust & Financial Services N A
Virginia
$218K +$229K +1,140 New
JWCA
1862
J.W. Coons Advisors
Ohio
$217K +$803 +4 +0.4%
PWM
1863
Purus Wealth Management
California
$217K +$228K +1,135 New
ESBC
1864
E.S. Barr & Co
Kentucky
$216K -$18.5K -92 -8%
GFP
1865
Gryphon Financial Partners
Ohio
$216K -$8.03K -40 -3%
BPCE
1866
Bank Pictet & Cie (Europe)
Germany
$216K – – –
SPC
1867
Stewart & Patten Company
California
$216K – – –
VCM
1868
Virtue Capital Management
Tennessee
$216K – – –
TWM
1869
TMD Wealth Management
Arizona
$214K -$20.1K -100 -8%
LAS
1870
LWM Advisory Services
Florida
$214K +$224K +1,116 New
STA
1871
Summit Trail Advisors
New York
$214K +$224K +1,116 New
EFG
1872
Everhart Financial Group
Ohio
$214K +$225K +1,119 New
MWP
1873
Meridian Wealth Partners
Pennsylvania
$213K -$40.1K -200 -15%
C
1874
Certuity
Florida
$213K -$5.22K -26 -2%
BA
1875
Bluesphere Advisors
Pennsylvania
$213K – – –