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Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1076
Colonial River Investments
Virginia
$244K -$8.64K -38 -4%
ACG
1077
Allen Capital Group
Nebraska
$244K +$3.64K +16 +2%
OR
1078
Olympiad Research
Connecticut
$244K +$231K +1,018 New
WPC
1079
Wedmont Private Capital
Pennsylvania
$244K +$230K +1,011 New
LOPW
1080
Live Oak Private Wealth
North Carolina
$242K
WE
1081
Wealth Effects
Massachusetts
$242K
AWM
1082
Angeles Wealth Management
California
$241K +$228K +1,005 New
FC
1083
Fulcrum Capital
Washington
$240K
HWA
1084
Heartwood Wealth Advisors
Virginia
$240K
CIA
1085
Cladis Investment Advisory
Montana
$240K
GI
1086
GS Investments
Minnesota
$240K
KWM
1087
Keebeck Wealth Management
Illinois
$240K +$9.09K +40 +4%
WGAM
1088
Wilkinson Global Asset Management
New York
$237K
SVWAG
1089
Sound View Wealth Advisors Group
Georgia
$237K +$227 +1 +0.1%
Focus Partners Wealth
1090
Focus Partners Wealth
Massachusetts
$236K +$224K +986 New
PWPS
1091
Pinnacle Wealth Planning Services
Ohio
$236K -$682 -3 -0.3%
CFCI
1092
Comprehensive Financial Consultants Institutional
Indiana
$236K
DGAM
1093
Desjardins Global Asset Management
Quebec, Canada
$235K -$67.3K -296 -23%
CP
1094
Covenant Partners
Tennessee
$235K
RL
1095
Rogco LP
Oklahoma
$234K +$131K +575 +143%
PCS
1096
Personal CFO Solutions
New Jersey
$234K +$222K +977 New
RFN
1097
Redwood Financial Network
Ohio
$234K -$34.3K -151 -13%
BTI
1098
Blue Trust Inc
Georgia
$230K -$119K -523 -34%
MIM
1099
Marco Investment Management
Georgia
$229K
FFO
1100
Fiduciary Family Office
Florida
$229K +$217K +954 New