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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
2426
Wells Trecaso Financial Group
Ohio
$467K
CWP
2427
CFM Wealth Partners
Texas
$466K -$4.68K -82 -1%
GD
2428
Grandfield & Dodd
New York
$465K -$5.71K -100 -1%
SI
2429
Seeds Investor
New York
$465K +$48.7K +853 +12%
MF
2430
Montis Financial
Massachusetts
$465K +$62.7K +1,097 +16%
JC
2431
JB Capital
Connecticut
$464K -$12.3K -216 -3%
CWM
2432
Cranbrook Wealth Management
Michigan
$461K +$22K +385 +5%
AWM
2433
Aviso Wealth Management
Washington
$460K +$9.14K +160 +2%
COCM
2434
Charter Oak Capital Management
New Hampshire
$459K +$1.43K +25 +0.3%
DAC
2435
Dividend Assets Capital
South Carolina
$458K +$7.03K +123 +2%
MCCP
2436
Mission Creek Capital Partners
California
$457K +$56.4K +987 +12%
SW
2437
Simplicity Wealth
New Jersey
$457K -$920K -16,112 -68%
CAM
2438
Cypress Asset Management
Texas
$456K
JPG
2439
Jordan Park Group
California
$456K +$57 +1 +0%
NAMP
2440
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$455K
CTC
2441
Corundum Trust Company
South Dakota
$454K -$9.02K -158 -2%
FWSM
2442
First Wilshire Securities Management
California
$454K
CWA
2443
Canvas Wealth Advisors
Kansas
$454K -$60.4K -1,057 -12%
BOJHT
2444
Bank of Jackson Hole Trust
Wyoming
$454K +$438K +7,664 New
HCM
2445
Hollencrest Capital Management
California
$453K +$400 +7 +0.1%
SPI
2446
Sutton Place Investors
New York
$453K +$12.1K +211 +3%
TCM
2447
Towercrest Capital Management
Pennsylvania
$452K
VCM
2448
Versant Capital Management
Arizona
$451K +$88.9K +1,556 +26%
FWM
2449
Fairhaven Wealth Management
Illinois
$449K +$9.54K +167 +2%
ATFA
2450
All Terrain Financial Advisors
Minnesota
$448K