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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1026
Clean Yield Group
Vermont
$244K -$18.1K -85 -7%
OBWG
1027
Onyx Bridge Wealth Group
New York
$244K
APA
1028
American Portfolios Advisors
New York
$243K -$23.6K -111 -9%
MME
1029
Meag Munich Ergo
Germany
$243K -$7.3M -34,344 -97%
SBL
1030
Sargent Bickham Lagudis
Colorado
$243K -$27.4K -129 -11%
CC
1031
Courier Capital
New York
$242K
RCG
1032
Regatta Capital Group
California
$242K +$224K +1,054 New
SFO
1033
Stokes Family Office
Louisiana
$241K +$223K +1,051 New
PRWA
1034
Platte River Wealth Advisors
Colorado
$240K
LWM
1035
Laidlaw Wealth Management
New York
$240K +$223K +1,047 New
MG
1036
Mather Group
Illinois
$238K -$34.4K -162 -14%
AA
1037
ALPS Advisors
Colorado
$238K +$221K +1,038 New
CWA
1038
Clearview Wealth Advisors
Oregon
$237K -$4.46K -21 -2%
AWA
1039
Arkadios Wealth Advisors
Georgia
$237K +$79.3K +373 +56%
CCG
1040
Cypress Capital Group
Florida
$237K +$219K +1,031 New
SAM
1041
Simplify Asset Management
Nevada
$237K +$220K +1,034 New
CS
1042
Capital Square
Tennessee
$236K
SGK
1043
Steigerwald Gordon & Koch
Virginia
$236K
VCG
1044
Vantage Consulting Group
Virginia
$236K +$3.19K +15 +1%
SA
1045
Syntax Advisors
New York
$236K +$218K +1,027 New
SAI
1046
Systematic Alpha Investments
New Jersey
$234K -$1.64M -7,694 -88%
LWM
1047
Lyell Wealth Management
California
$234K
CRM
1048
Cramer Rosenthal McGlynn
Connecticut
$230K
RWA
1049
Ropes Wealth Advisors
Massachusetts
$229K +$212K +996 New
PSB
1050
Piscataqua Savings Bank
New Hampshire
$227K