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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1776
Bar Harbor Wealth Management
New Hampshire
$208K -$12.5K -372 -5%
CGL
1777
Clarius Group LLC
Washington
$208K -$335K -9,989 -60%
WPWM
1778
Western Pacific Wealth Management
Illinois
$208K
SAM
1779
Sompo Asset Management
Japan
$208K -$132K -3,940 -37%
NRC
1780
New Republic Capital
North Carolina
$207K -$84.9K -2,534 -28%
FWTB
1781
First Western Trust Bank
Colorado
$206K -$570 -17 -0.3%
HTIM
1782
Harbour Trust & Investment Management
Indiana
$206K -$17.4K -520 -7%
FCIM
1783
Fairview Capital Investment Management
California
$205K -$335 -10 -0.2%
LGG
1784
Luts & Greenleigh Group
Maryland
$205K +$18.9K +564 +9%
CAM
1785
Costello Asset Management
Pennsylvania
$205K -$36.2K -1,079 -14%
KFI
1786
Key Financial Inc
Pennsylvania
$204K +$2.21K +66 +1%
PIA
1787
Perennial Investment Advisors
California
$204K -$44.6K -1,331 -17%
PFM
1788
Patton Fund Management
Texas
$204K
TW
1789
TritonPoint Wealth
Maryland
$204K -$20.9K -625 -9%
KA
1790
Klingman & Associates
New York
$203K -$30.6K -912 -12%
OFG
1791
Oxford Financial Group
Indiana
$203K +$217K +6,460 New
WRPWM
1792
Werba Rubin Papier Wealth Management
California
$202K -$18.5K -551 -8%
RBC
1793
Romano Brothers & Co
Illinois
$202K -$6.7K -200 -3%
GWCM
1794
Godshalk Welsh Capital Management
Pennsylvania
$202K -$48.6K -1,450 -18%
CWM
1795
Cornerstone Wealth Management
Missouri
$202K -$42.2K -1,259 -16%
GHA
1796
Granite Harbor Advisors
Texas
$202K +$18.7K +557 +9%
PRI
1797
Prepared Retirement Institute
Pennsylvania
$202K -$5.16K -154 -2%
SSC
1798
Syverson Strege & Co
Iowa
$201K -$52.6K -1,569 -20%
TAM
1799
Titleist Asset Management
Texas
$201K -$41K -1,223 -16%
OWA
1800
Opal Wealth Advisors
New York
$201K -$24.5K -732 -10%