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Name Holding Trade Value Shares
Change
Change in
Stake
HL
1951
HeadInvest LLC
Maine
$285K +$13.1K +273 +5%
OBWG
1952
Onyx Bridge Wealth Group
New York
$283K -$6.79K -141 -2%
CAM
1953
Campion Asset Management
Virginia
$283K – – –
CWM
1954
Centric Wealth Management
Illinois
$283K +$193 +4 +0.1%
PGIM
1955
Pacific Global Investment Management
California
$282K +$62.6K +1,300 +27%
LC
1956
Landaas & Company
Wisconsin
$281K – – –
SCA
1957
St. Clair Advisors
Ohio
$281K – – –
BWA
1958
BDO Wealth Advisors
Florida
$279K -$39.9K -829 -12%
FWA
1959
FSC Wealth Advisors
New York
$278K – – –
TBNY
1960
Trustco Bank (New York)
New York
$278K +$4.77K +99 +2%
FUBT
1961
First United Bank & Trust
Maryland
$277K – – –
MIA
1962
MainStreet Investment Advisors
Illinois
$277K +$19.7K +409 +7%
SIA
1963
Soltis Investment Advisors
Utah
$277K +$45.6K +946 +19%
DFG
1964
Demars Financial Group
Washington
$277K +$285K +5,917 New
RTC
1965
Riverview Trust Company
Washington
$276K +$126K +2,615 +80%
TFA
1966
Triad Financial Advisors
North Carolina
$275K -$14.3K -296 -5%
WCA
1967
Waypoint Capital Advisors
Minnesota
$275K +$14.1K +292 +5%
IA
1968
Insight Advisors
Pennsylvania
$274K +$7.95K +165 +3%
FW
1969
FirstPurpose Wealth
Utah
$274K +$33.6K +697 +14%
SAM
1970
Shikiar Asset Management
New York
$272K -$9.63K -200 -3%
1W
1971
1776 Wealth
Georgia
$272K +$277K +5,756 New
HBW
1972
Hazlett, Burt & Watson
West Virginia
$272K +$282K +5,846 New
FAG
1973
Fortitude Advisory Group
Washington
$271K -$28.7K -595 -9%
ICG
1974
InterOcean Capital Group
Tennessee
$271K -$20.1K -418 -7%
SDWMA
1975
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K – – –