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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3026
Meritas Wealth Management
California
$245K +$238K +1,363 New
ES
3027
Eagle Strategies
New York
$244K +$238K +1,361 New
GBWM
3028
Granite Bay Wealth Management
New Hampshire
$244K +$237K +1,359 New
OBWP
3029
O'Brien Wealth Partners
Massachusetts
$243K -$43.5K -249 -16%
FAM
3030
Fenimore Asset Management
New York
$243K +$236K +1,352 New
APC
3031
Aspire Private Capital
North Carolina
$243K -$61.9K -355 -21%
TFO
3032
Tarbox Family Office
California
$242K +$236K +1,351 New
Harris Associates
3033
Harris Associates
Illinois
$242K +$236K +1,350 New
HHAA
3034
Henry H. Armstrong Associates
Pennsylvania
$242K +$236K +1,350 New
SGC
3035
Slocum, Gordon & Co
Rhode Island
$242K +$235K +1,347 New
AWA
3036
Aquire Wealth Advisors
Utah
$241K +$234K +1,342 New
VWM
3037
Vigilare Wealth Management
Arizona
$240K +$233K +1,338 New
VF
3038
VitalStone Financial
Texas
$240K +$234K +1,339 New
GA
3039
Geller Advisors
New York
$240K -$47.6K -273 -17%
PHIC
3040
Pine Haven Investment Counsel
Massachusetts
$239K -$20.9K -120 -8%
CWM
3041
Cahaba Wealth Management
Georgia
$238K +$232K +1,328 New
EAM
3042
Empirical Asset Management
Massachusetts
$238K +$1.71M +9,788 New
RDIA
3043
RE Dickinson Investment Advisors
Iowa
$238K +$6.46K +37 +3%
VC
3044
Vestor Capital
Illinois
$238K +$30.7K +176 +15%
CCP
3045
Cassia Capital Partners
North Carolina
$238K +$231K +1,325 New
HIF
3046
Hill Island Financial
Michigan
$237K +$231K +1,321 New
HBT
3047
Heartland Bank & Trust
Illinois
$237K +$230K +1,319 New
RWI
3048
Red Wave Investments
Pennsylvania
$237K -$67.4K -386 -23%
PGWM
3049
Parisi Gray Wealth Management
New Jersey
$236K +$230K +1,316 New
SFG
3050
Socha Financial Group
New York
$236K +$229K +1,313 New