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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1901
Oarsman Capital
Wisconsin
$709K -$30.8K -585 -4%
PCS
1902
Personal CFO Solutions
New Jersey
$707K +$76.2K +1,449 +12%
VCM
1903
Virtue Capital Management
Tennessee
$704K +$37.7K +717 +6%
ECG
1904
Edge Capital Group
Georgia
$700K -$53.5K -1,017 -7%
WPP
1905
Whalerock Point Partners
Rhode Island
$699K +$21K +400 +3%
ATWA
1906
Arbor Trust Wealth Advisors
Michigan
$697K +$23.7K +450 +4%
WMA
1907
Wealth Management Associates
New Jersey
$695K +$73.3K +1,393 +12%
HWA
1908
HHM Wealth Advisors
Tennessee
$692K
DWM
1909
Dakota Wealth Management
Florida
$692K +$2.1K +40 +0.3%
SC
1910
Steph & Co
Wisconsin
$689K +$24.9K +474 +4%
OTPPB
1911
Ontario Teachers' Pension Plan Board
Ontario, Canada
$688K -$255K -4,855 -27%
CWA
1912
Clearview Wealth Advisors
Oregon
$688K -$34.9K -664 -5%
DTC
1913
Davidson Trust Company
Washington
$688K -$15.9K -302 -2%
GC
1914
Gilbert & Cook
Iowa
$685K +$28.4K +540 +4%
EA
1915
Emerald Advisors
Washington
$685K +$29.5K +560 +5%
RHBC
1916
R.H. Bluestein & Co
Michigan
$683K -$21K -400 -3%
NAS
1917
Nicolet Advisory Services
Wisconsin
$682K -$22.3K -424 -3%
SIA
1918
SkyView Investment Advisors
New Jersey
$677K
HA
1919
HYA Advisors
Missouri
$676K -$31.1K -592 -4%
WCF
1920
West Coast Financial
California
$675K +$47K +893 +8%
NRA
1921
NSI Retail Advisors
Pennsylvania
$673K +$668K +12,699 New
MWM
1922
Mattern Wealth Management
Kansas
$672K -$21.7K -412 -3%
VWM
1923
Vigilare Wealth Management
Arizona
$671K +$345K +6,552 +107%
DOA
1924
D'Orazio & Associates
Virginia
$670K -$7.68K -146 -1%
DT
1925
Daniels + Tansey
Delaware
$666K +$635K +12,065 New