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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1351
WBH Advisory
Maryland
$494K +$51.9K +190 +14%
AC
1352
Abbrea Capital
California
$494K +$32.8K +120 +8%
TLCM
1353
Twin Lakes Capital Management
California
$491K
CG
1354
Clarus Group
Texas
$490K
PFA
1355
Pathway Financial Advisors
Vermont
$488K
RPWA
1356
Regent Peak Wealth Advisors
Georgia
$485K +$3.55K +13 +0.8%
LI
1357
LVZ Inc
Michigan
$484K +$20.8K +76 +5%
CFO
1358
CVA Family Office
Colorado
$483K +$547 +2 +0.1%
PP
1359
Pegasus Partners
Wisconsin
$483K +$59.6K +218 +16%
IA
1360
IFP Advisors
Florida
$483K -$17.5K -64 -4%
GWAG
1361
Garrett Wealth Advisory Group
Texas
$483K -$9.3K -34 -2%
WMA
1362
Wealth Management Associates
New Jersey
$482K -$283K -1,034 -40%
CAL
1363
Capital Advisors Ltd
Ohio
$482K +$1.09K +4 +0.3%
SC
1364
Sepio Capital
Utah
$482K -$3.55K -13 -0.8%
WT
1365
Washington Trust
Rhode Island
$482K +$5.74K +21 +1%
MMPW
1366
Mitchell McLeod Pugh & Williams
Alabama
$481K +$12.8K +47 +3%
AMCA
1367
Arthur M. Cohen & Associates
Illinois
$481K +$157K +575 +60%
MPM
1368
MBB Public Markets
Illinois
$481K +$420K +1,537 New
WWP
1369
Walden Wealth Partners
Ohio
$480K
CBB
1370
Citizens Business Bank
California
$479K +$109K +397 +35%
WHC
1371
Wulff, Hansen & Co
California
$477K -$4.1K -15 -1%
PA
1372
Perennial Advisors
New York
$473K
SIM
1373
SSI Investment Management
California
$473K -$424K -1,550 -51%
RWMG
1374
Redwood Wealth Management Group
New Jersey
$472K -$19.1K -70 -4%
DWA
1375
Delap Wealth Advisory
Oregon
$471K +$142K +521 +53%