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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Elmwood Wealth Management
California
$771K +$151K +805 +23%
IIA
727
ICW Investment Advisors
Arizona
$763K +$12.4K +66 +2%
DADC
728
D.A. Davidson & Co
Montana
$755K +$34.9K +186 +5%
PFSC
729
Peoples Financial Services Corp
Pennsylvania
$752K -$60.1K -320 -7%
FMWA
730
Forvis Mazars Wealth Advisors
Missouri
$744K -$313K -1,667 -28%
PRC
731
Pearl River Capital
Michigan
$744K +$385K +2,047 +94%
AIM
732
Anchor Investment Management
South Carolina
$742K -$56.4K -300 -7%
VFA
733
Voya Financial Advisors
Connecticut
$737K -$16.7K -89 -2%
OBGC
734
O'Brien Greene & Co
Pennsylvania
$736K -$4.32M -22,976 -85%
YWP
735
YorkBridge Wealth Partners
New York
$735K +$24.8K +132 +3%
HIS
736
Harvest Investment Services
Illinois
$734K -$77.4K -412 -9%
CIA
737
Choate Investment Advisors
Massachusetts
$734K -$41.3K -220 -5%
AWM
738
Apollon Wealth Management
South Carolina
$733K -$35.7K -190 -4%
Edgewood Management
739
Edgewood Management
Connecticut
$733K
UBG
740
United Bank (Georgia)
Georgia
$733K +$20.9K +111 +3%
CPWMP
741
Cardinal Point Wealth Management Partners
California
$731K +$777K +4,138 New
EP
742
Eudaimonia Partners
Tennessee
$727K +$773K +4,117 New
VI
743
Vestcor Inc
New Brunswick, Canada
$720K +$169K +901 +28%
MWM
744
Mission Wealth Management
California
$719K +$61.4K +327 +9%
EWS
745
Evergreen Wealth Solutions
Pennsylvania
$716K +$3K +16 +0.4%
EWA
746
Encompass Wealth Advisors
Oregon
$715K
AWM
747
Avitas Wealth Management
California
$714K -$11.6K -62 -2%
KWM
748
Kingsview Wealth Management
Oregon
$711K -$434K -2,311 -36%
CG
749
Corundum Group
Colorado
$708K +$341K +1,813 +82%
BWP
750
BSW Wealth Partners
Colorado
$708K +$357K +1,900 +90%