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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1726
Personal CFO Solutions
New Jersey
$1.1M +$22K +440 +2%
CFO
1727
CVA Family Office
Colorado
$1.1M -$53.6K -1,075 -5%
MSFS
1728
Main Street Financial Solutions
Pennsylvania
$1.09M +$93.5K +1,875 +9%
FCB
1729
First County Bank
Connecticut
$1.09M -$109K -2,175 -9%
SWM
1730
Salvus Wealth Management
New Jersey
$1.09M +$249 +5 +0%
MTC
1731
Matrix Trust Company
Colorado
$1.08M +$9.43K +189 +0.9%
LIG
1732
Lokken Investment Group
Delaware
$1.08M +$57.4K +1,150 +6%
CPIG
1733
Chicago Partners Investment Group
Illinois
$1.08M +$72.6K +1,455 +7%
AIM
1734
Aspen Investment Management
Michigan
$1.08M +$2.79K +56 +0.3%
BST
1735
Bath Savings Trust
Maine
$1.07M -$1.3K -26 -0.1%
EFS
1736
Econ Financial Services
Pennsylvania
$1.07M +$1.07M +21,381 New
TF
1737
Trek Financial
Arizona
$1.07M -$1.12M -22,465 -51%
PA
1738
PFG Advisors
Arizona
$1.06M +$37.5K +752 +4%
BLC
1739
Brown, Lisle/Cummings
Rhode Island
$1.06M +$79.7K +1,598 +8%
AWAU
1740
Alliance Wealth Advisors (Utah)
Utah
$1.06M +$26.9K +539 +3%
SSA
1741
Sierra Summit Advisors
Nevada
$1.06M +$20.3K +407 +2%
MMA
1742
Miracle Mile Advisors
California
$1.06M +$80.8K +1,620 +8%
AA
1743
Auxano Advisors
Washington
$1.05M -$3.49K -70 -0.3%
DP
1744
Dearborn Partners
Illinois
$1.05M -$344K -6,901 -25%
WIM
1745
Waycross Investment Management
Washington
$1.05M +$84.2K +1,687 +9%
GGS
1746
Galvin Gaustad & Stein
Arizona
$1.05M -$10.7M -214,614 -91%
NCM
1747
Neumann Capital Management
California
$1.05M -$20K -400 -2%
WWC
1748
Waypoint Wealth Counsel
Georgia
$1.04M +$3.84K +77 +0.4%
WDC
1749
Woodward Diversified Capital
California
$1.04M +$48.8K +978 +5%
FZCM
1750
Flynn Zito Capital Management
New York
$1.04M -$76K -1,523 -7%