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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1376
OmniStar Financial Group
North Carolina
$603K +$555K +1,816 New
SCM
1377
Sterling Capital Management
North Carolina
$601K +$554K +1,814 New
JSA
1378
Jacobson & Schmitt Advisors
Wisconsin
$601K -$46.1K -151 -8%
EWP
1379
Elevation Wealth Partners
California
$598K
WT
1380
Washington Trust
Rhode Island
$593K +$67.8K +222 +14%
PW
1381
Paladin Wealth
Minnesota
$590K +$544K +1,780 New
TW
1382
Transform Wealth
Colorado
$590K
CCG
1383
Ceeto Capital Group
Florida
$588K +$306K +1,000 +129%
KAS
1384
KPP Advisory Services
Kentucky
$588K +$304K +996 +128%
CFG
1385
Carr Financial Group
Massachusetts
$586K -$44K -144 -8%
TA
1386
TrueWealth Advisors
Alabama
$585K -$18K -59 -3%
CC
1387
Courier Capital
New York
$584K +$917 +3 +0.2%
CAM
1388
Columbia Asset Management
Michigan
$582K
SFP
1389
Shepherd Financial Partners
Massachusetts
$579K
GCA
1390
Genesee Capital Advisors
New York
$577K -$60.8K -199 -10%
BSB
1391
Bangor Savings Bank
Maine
$577K -$33K -108 -6%
RA
1392
Rise Advisors
New York
$576K +$4.89K +16 +0.9%
TSW
1393
Three Seasons Wealth
Utah
$576K +$531K +1,737 New
RPC
1394
Rossmore Private Capital
Connecticut
$573K
WCG
1395
Weaver Consulting Group
California
$573K +$25.1K +82 +5%
PCP
1396
Proficio Capital Partners
Massachusetts
$573K -$116K -381 -18%
CWM
1397
Cornerstone Wealth Management
Missouri
$571K
WIA
1398
Westbourne Investment Advisors
Maryland
$571K +$4.58K +15 +0.9%
PCS
1399
Personal CFO Solutions
New Jersey
$567K -$4.89K -16 -0.9%
VCP
1400
Verus Capital Partners
Arizona
$567K +$16.8K +55 +3%