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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
876
Premier Path Wealth Partners
New Jersey
$657K +$14.6K +63 +2%
ZIC
877
ZWJ Investment Counsel
Georgia
$656K +$4.62K +20 +0.7%
WPC
878
Wedmont Private Capital
Pennsylvania
$650K +$76.9K +333 +14%
MW
879
Maia Wealth
Colorado
$636K +$608K +2,630 New
PCP
880
Pacific Capital Partners
$631K -$199K -862 -25%
RGF
881
Retirement Guys Formula
Ohio
$630K -$28.7K -124 -4%
IAIM
882
International Assets Investment Management
Florida
$627K -$34.2K -148 -5%
UF
883
Univest Financial
Pennsylvania
$626K +$212K +918 +54%
CI
884
Cigna Investments
Connecticut
$623K -$4.62K -20 -0.8%
VFA
885
Voya Financial Advisors
Connecticut
$620K +$66.8K +289 +13%
EA
886
Everpar Advisors
Oklahoma
$616K +$86.2K +373 +17%
ADMI
887
Albert D. Mason Inc
Massachusetts
$616K -$6.93K -30 -1%
RWM
888
Rench Wealth Management
Texas
$611K +$1.62K +7 +0.3%
GSEP
889
Golden State Equity Partners
California
$608K +$590K +2,555 New
CB
890
Cadence Bank
Mississippi
$602K +$10.4K +45 +2%
CWM
891
Cranbrook Wealth Management
Michigan
$600K +$582K +2,520 New
LWP
892
Laurel Wealth Planning
Minnesota
$597K
OPCM
893
Osborne Partners Capital Management
California
$595K -$11.6K -50 -2%
CRC
894
Curi RMB Capital
Illinois
$592K -$138K -596 -19%
RMCM
895
Reynders McVeigh Capital Management
Massachusetts
$592K -$16.2K -70 -3%
CA
896
Clearstead Advisors
Ohio
$591K -$82K -355 -13%
EWM
897
Empirical Wealth Management
Washington
$589K +$146K +630 +34%
CPCM
898
Cardinal Point Capital Management
Ontario, Canada
$588K
AL
899
ADE LLC
Maryland
$584K
PFSC
900
Peoples Financial Services Corp
Pennsylvania
$583K -$23.3K -101 -4%