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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1751
Kondo Wealth Advisors
California
$904K +$8.73K +84 +1%
VCA
1752
Verdence Capital Advisors
Maryland
$900K -$1.46K -14 -0.2%
PMFA
1753
Plante Moran Financial Advisors
Michigan
$895K +$60.5K +582 +9%
AFM
1754
Armstrong Fleming & Moore
District of Columbia
$890K +$746K +7,176 New
OPTFSNA
1755
Old Point Trust & Financial Services N A
Virginia
$890K -$48.7K -469 -6%
WWG
1756
West Wealth Group
California
$890K -$134K -1,288 -14%
FFA
1757
Founders Financial Alliance
North Carolina
$889K -$51.2K -493 -6%
ECA
1758
Elevated Capital Advisors
Utah
$888K – – –
HBW
1759
Hazlett, Burt & Watson
West Virginia
$885K +$135K +1,300 +22%
AWA
1760
Acorn Wealth Advisors
Michigan
$884K -$44.9K -432 -6%
3IP
1761
3Chopt Investment Partners
Virginia
$881K -$38.2K -368 -5%
PCS
1762
Personal CFO Solutions
New Jersey
$879K -$15.4K -148 -2%
GM
1763
GeoWealth Management
Illinois
$879K +$20.6K +198 +3%
KIC
1764
Keating Investment Counselors
Florida
$874K -$208K -2,001 -22%
TPI
1765
Trust Point Inc
Wisconsin
$872K +$94.7K +911 +15%
TNB
1766
Thomasville National Bank
Georgia
$872K -$60.6K -583 -8%
SC
1767
Skylands Capital
Wisconsin
$871K -$556K -5,350 -43%
AP
1768
Americana Partners
Texas
$871K -$74.6K -718 -9%
PCM
1769
Ping Capital Management
New York
$868K -$104K -1,000 -13%
GCM
1770
Gables Capital Management
Florida
$864K -$52K -500 -7%
LFM
1771
LGT Fund Management
Liechtenstein
$863K -$115K -1,105 -14%
BWFA
1772
Baltimore-Washington Financial Advisors
Maryland
$863K +$9.14K +88 +1%
TF
1773
Trek Financial
Arizona
$861K -$913K -8,788 -56%
CG
1774
Corundum Group
Colorado
$861K +$25.1K +242 +4%
PMG
1775
Private Management Group
California
$861K +$342K +3,288 +90%
69 70
71
72 73