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Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1951
Onyx Bridge Wealth Group
New York
$283K -$6.79K -141 -2%
CAM
1952
Campion Asset Management
Virginia
$283K
CWM
1953
Centric Wealth Management
Illinois
$283K +$193 +4 +0.1%
PGIM
1954
Pacific Global Investment Management
California
$282K +$62.6K +1,300 +27%
LC
1955
Landaas & Company
Wisconsin
$281K
SCA
1956
St. Clair Advisors
Ohio
$281K
BWA
1957
BDO Wealth Advisors
Florida
$279K -$39.9K -829 -12%
FWA
1958
FSC Wealth Advisors
New York
$278K
TBNY
1959
Trustco Bank (New York)
New York
$278K +$4.77K +99 +2%
FUBT
1960
First United Bank & Trust
Maryland
$277K
MIA
1961
MainStreet Investment Advisors
Illinois
$277K +$19.7K +409 +7%
SIA
1962
Soltis Investment Advisors
Utah
$277K +$45.6K +946 +19%
DFG
1963
Demars Financial Group
Washington
$277K +$285K +5,917 New
RTC
1964
Riverview Trust Company
Washington
$276K +$126K +2,615 +80%
TFA
1965
Triad Financial Advisors
North Carolina
$275K -$14.3K -296 -5%
WCA
1966
Waypoint Capital Advisors
Minnesota
$275K +$14.1K +292 +5%
IA
1967
Insight Advisors
Pennsylvania
$274K +$7.95K +165 +3%
FW
1968
FirstPurpose Wealth
Utah
$274K +$33.6K +697 +14%
SAM
1969
Shikiar Asset Management
New York
$272K -$9.63K -200 -3%
1W
1970
1776 Wealth
Georgia
$272K +$277K +5,756 New
HBW
1971
Hazlett, Burt & Watson
West Virginia
$272K +$282K +5,846 New
FAG
1972
Fortitude Advisory Group
Washington
$271K -$28.7K -595 -9%
ICG
1973
InterOcean Capital Group
Tennessee
$271K -$20.1K -418 -7%
SDWMA
1974
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K
LNWTC
1975
Laird Norton Wetherby Trust Company
Washington
$271K +$33.1K +688 +13%