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Name Holding Trade Value Shares
Change
Change in
Stake
VW
2726
Vance Wealth
California
$564K +$7.12K +46 +1%
JLBC
2727
J.L. Bainbridge & Co
Florida
$563K -$103K -664 -15%
GHA
2728
Granite Harbor Advisors
Texas
$562K +$44.9K +290 +9%
BWA
2729
Blodgett Wealth Advisors
California
$562K – – –
VDBMI
2730
Van Den Berg Management I
Texas
$561K +$1.86K +12 +0.3%
OCG
2731
Opus Capital Group
Ohio
$560K -$20.3K -131 -4%
KWM
2732
KW Wealth Management
California
$560K +$558K +3,604 New
APG
2733
Abacus Planning Group
South Carolina
$559K -$1.39K -9 -0.2%
A
2734
Argentarii
Ohio
$559K +$69.2K +447 +14%
MA
2735
McBroom & Associates
Nevada
$559K – – –
JF
2736
Joule Financial
Kentucky
$558K +$8.52K +55 +2%
MPW
2737
MA Private Wealth
California
$557K +$27.1K +175 +5%
SFS
2738
Sharp Financial Services
Pennsylvania
$556K – – –
IW
2739
Imprint Wealth
South Carolina
$556K +$555K +3,583 New
HVP
2740
Hudson Value Partners
Florida
$554K – – –
LSIA
2741
LaSalle St. Investment Advisors
Illinois
$553K -$11K -71 -2%
RHJA
2742
Rice Hall James & Associates
California
$552K – – –
MEG
2743
Millstone Evans Group
Colorado
$552K +$22.9K +148 +4%
PCM
2744
Permanent Capital Management
Illinois
$552K +$550K +3,554 New
RW
2745
RVW Wealth
California
$552K +$4.96K +32 +0.9%
CPCM
2746
Cardinal Point Capital Management
Ontario, Canada
$551K – – –
BA
2747
Birinyi Associates
Connecticut
$551K – – –
SL
2748
Salomon & Ludwin
Virginia
$550K +$106K +687 +24%
VPP
2749
Vertex Planning Partners
Illinois
$549K +$11.3K +73 +2%
FNC
2750
First National Corp
Massachusetts
$549K +$27.6K +178 +5%