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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
901
SS&H Financial Advisors
Michigan
$654K
UAG
902
United Advisor Group
Ohio
$653K +$8.1K +37 +1%
EWA
903
EverSource Wealth Advisors
Alabama
$652K +$98.1K +448 +18%
MC
904
Matisse Capital
Oregon
$646K
JWBC
905
J.W. Burns & Co
New York
$646K -$5.47K -25 -0.9%
CPIG
906
Chicago Partners Investment Group
Illinois
$645K +$222K +1,015 +60%
AFG
907
Atomi Financial Group
New York
$644K +$339K +1,546 +120%
TCOV
908
Trust Company of Vermont
Vermont
$642K
CPC
909
Cookson Peirce & Co
Pennsylvania
$641K +$120K +547 +24%
AL
910
Aspiriant LLC
California
$640K +$63.3K +289 +11%
CAM
911
Cidel Asset Management
Ontario, Canada
$637K +$42.3K +193 +7%
TTIC
912
Tower Trust & Investment Company
Iowa
$632K -$40.9K -187 -6%
CFG
913
Chapman Financial Group
Hawaii
$631K +$608K +2,777 New
IA
914
IFG Advisory
Georgia
$630K +$47.3K +216 +8%
AWM
915
Apollon Wealth Management
South Carolina
$629K -$8.54K -39 -1%
HBT
916
Hills Bank & Trust
Iowa
$629K +$51K +233 +9%
FFS
917
Founders Financial Securities
Maryland
$628K +$87.6K +400 +17%
PWMAG
918
Pinnacle Wealth Management Advisory Group
New Jersey
$621K -$126K -577 -17%
FWM
919
Forza Wealth Management
Florida
$618K
EB
920
Exchange Bank
California
$614K
NWM
921
Northcape Wealth Management
New York
$613K
NWAG
922
Net Worth Advisory Group
Utah
$612K +$5.04K +23 +0.9%
KWM
923
Kingsview Wealth Management
Oregon
$609K +$4.16K +19 +0.7%
ACIM
924
Azimuth Capital Investment Management
Michigan
$606K
UIM
925
Unified Investment Management
Georgia
$603K -$1.53K -7 -0.3%