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Name Holding Trade Value Shares
Change
Change in
Stake
SHA
1876
Seneca House Advisors
Virginia
$818K -$147K -1,291 -16%
WA
1877
Waverly Advisors
Alabama
$817K -$184K -1,620 -22%
FPB
1878
First PREMIER Bank
South Dakota
$817K +$3.86K +34 +0.5%
SWA
1879
SOA Wealth Advisors
New York
$816K +$6.59K +58 +0.8%
CA
1880
Claro Advisors
Massachusetts
$816K +$33.9K +298 +4%
AFM
1881
Abbot Financial Management
Massachusetts
$814K -$36.8K -324 -4%
XWM
1882
Xcel Wealth Management
Florida
$814K +$88.5K +779 +13%
PCMM
1883
Piedmont Capital Management (Montana)
Montana
$813K +$39.2K +345 +5%
JAG
1884
Journey Advisory Group
Kentucky
$812K -$59K -519 -7%
JAFL
1885
Jay A. Fishman Ltd
Michigan
$807K +$781K +6,878 New
VFA
1886
Voya Financial Advisors
Connecticut
$807K -$42K -370 -5%
LWA
1887
Lineweaver Wealth Advisors
Ohio
$805K +$9.65K +85 +1%
BA
1888
Birinyi Associates
Connecticut
$804K +$28.4K +250 +4%
SF
1889
Symphony Financial
Texas
$804K +$227K +2,001 +42%
TCMP
1890
Thrive Capital Management (Pennsylvania)
Pennsylvania
$803K -$596K -5,243 -43%
CNBT
1891
Cornerstone National Bank & Trust
Illinois
$803K -$121K -1,064 -13%
OL
1892
Optas LLC
Texas
$801K +$227 +2 +0%
KF
1893
Krilogy Financial
Missouri
$801K +$47.6K +419 +7%
VWM
1894
Vigilare Wealth Management
Arizona
$799K +$103K +907 +15%
AFG
1895
Allegheny Financial Group
Pennsylvania
$795K +$4.32K +38 +0.6%
CCA
1896
Childress Capital Advisors
Texas
$794K -$190K -1,675 -20%
THWM
1897
Taylor Hoffman Wealth Management
Virginia
$794K – – –
RAM
1898
Roanoke Asset Management
New Jersey
$793K +$120K +1,055 +19%
IIC
1899
Integrated Investment Consultants
Michigan
$792K +$280K +2,466 +58%
PFO
1900
Pathstone Family Office
New Jersey
$791K -$444K -3,907 -37%