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Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1076
Pettyjohn Wood & White
Virginia
$465K
CAAS
1077
Capital Asset Advisory Services
Michigan
$464K +$9.55K +29 +2%
ISL
1078
Ingalls & Snyder LLC
New York
$463K -$15.5K -47 -4%
SCP
1079
Sivia Capital Partners
California
$461K +$3.29K +10 +0.8%
HPIA
1080
Hamilton Point Investment Advisors
North Carolina
$460K
CT
1081
Chicago Trust
Illinois
$460K +$5.6K +17 +1%
AWM
1082
Axxcess Wealth Management
California
$459K +$4.61K +14 +1%
BCM
1083
BluePath Capital Management
Georgia
$459K +$101K +307 +32%
HWA
1084
Heritage Wealth Advisors
Virginia
$459K -$16.8K -51 -4%
BC
1085
Broadwater Capital
Massachusetts
$456K -$49.4K -150 -11%
TFF
1086
The Family Firm
Maryland
$456K +$1.32K +4 +0.3%
CW
1087
CreativeOne Wealth
Kansas
$454K +$412K +1,251 New
CFG
1088
Carr Financial Group
Massachusetts
$454K
NAMM
1089
NorthStar Asset Management (Massachusetts)
Massachusetts
$454K
KP
1090
Keel Point
Alabama
$451K +$34.9K +106 +9%
NB
1091
NBT Bank
New York
$451K
SQA
1092
Simon Quick Advisors
New Jersey
$450K +$103K +312 +34%
JFA
1093
JNBA Financial Advisors
Minnesota
$447K
LFA
1094
Legacy Financial Advisors
Kentucky
$446K -$7.24K -22 -2%
WT
1095
Washington Trust
Rhode Island
$445K -$14.8K -45 -4%
CIA
1096
Citadel Investment Advisory
Ohio
$443K -$988 -3 -0.2%
CCG
1097
Chatham Capital Group
Georgia
$442K
SAM
1098
Smartleaf Asset Management
Massachusetts
$442K -$17.8K -54 -4%
AL
1099
Aspiriant LLC
California
$440K -$658 -2 -0.2%
PFC
1100
Phocas Financial Corp
California
$439K