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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1801
Vicus Capital
Pennsylvania
$740K +$162K +3,656 +25%
LAM
1802
L2 Asset Management
Massachusetts
$739K +$665 +15 +0.1%
BOPW
1803
Brandywine Oak Private Wealth
Pennsylvania
$738K -$43K -969 -5%
UBG
1804
United Bank (Georgia)
Georgia
$738K +$165K +3,720 +25%
AAMC
1805
Asset Allocation & Management Company
Illinois
$736K
EGA
1806
E&G Advisors
Texas
$734K -$8.78K -198 -1%
CWM
1807
Calamos Wealth Management
Illinois
$733K -$59.7K -1,345 -7%
IIA
1808
ICW Investment Advisors
Arizona
$729K -$47.6K -1,073 -6%
GCM
1809
Galibier Capital Management
Ontario, Canada
$729K
TNA
1810
True North Advisors
Texas
$727K -$83.8K -1,889 -9%
BTI
1811
Blue Trust Inc
Georgia
$727K +$74.4K +1,676 +11%
DWM
1812
Destination Wealth Management
California
$726K -$118K -2,669 -13%
PCM
1813
Pointe Capital Management
Michigan
$726K -$2K -45 -0.2%
GPA
1814
Garrison Point Advisors
California
$725K
RFG
1815
Range Financial Group
Oregon
$725K +$17K +384 +2%
JIC
1816
Joel Isaacson & Co
New York
$725K +$107K +2,404 +15%
FFWA
1817
FRG Family Wealth Advisors
Washington
$724K -$8.87K -200 -1%
NB
1818
Nicolet Bankshares
Wisconsin
$724K +$36.3K +818 +5%
MWM
1819
Meridian Wealth Management
Kentucky
$723K -$97.3K -2,193 -11%
MCM
1820
Maple Capital Management
Vermont
$721K -$54.9K -1,237 -7%
TLCM
1821
Twin Lakes Capital Management
California
$720K +$6.74K +152 +0.9%
CWM
1822
Curi Wealth Management
North Carolina
$719K +$487K +10,975 +157%
WW
1823
Waterfront Wealth
Kansas
$714K +$32.2K +725 +5%
HI
1824
Human Investing
Oregon
$713K -$40.5K -913 -5%
Jones Financial Companies
1825
Jones Financial Companies
Missouri
$713K +$101K +2,278 +15%