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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1726
Abound Wealth Management
Tennessee
$127K -$18.3K -198 -14%
APC
1727
Aspire Private Capital
North Carolina
$122K +$185 +2 +0.2%
CT
1728
Clearstead Trust
Maine
$118K
WPA
1729
West Paces Advisors
Georgia
$118K +$1.48K +16 +1%
B
1730
Birchbrook
Maine
$117K +$107K +1,150 New
ODG
1731
O'Dell Group
Ohio
$117K +$106K +1,148 New
CWP
1732
Concord Wealth Partners
Virginia
$115K
USB
1733
Union Savings Bank
Connecticut
$114K +$17.9K +193 +21%
CSWM
1734
Cassady Schiller Wealth Management
Ohio
$113K
MHR
1735
Matthew Hamilton Rosenberg
$112K +$463 +5 +0.5%
CAC
1736
Core Alternative Capital
Georgia
$111K -$12.5K -135 -11%
IHWM
1737
Iron Horse Wealth Management
Iowa
$111K -$3.61K -39 -3%
RA
1738
Rational Advisors
New York
$109K -$146K -1,572 -59%
OIA
1739
Optimum Investment Advisors
Illinois
$108K
DMBA
1740
Deseret Mutual Benefit Administrators
Utah
$107K -$109K -1,174 -53%
ADL
1741
Asset Dedication LLC
California
$105K -$54.7K -590 -37%
PA
1742
PSI Advisors
Florida
$104K +$59.2K +639 +167%
TIM
1743
Tortoise Investment Management
New York
$104K
SWA
1744
SOA Wealth Advisors
New York
$102K -$2.96K -32 -3%
GEA
1745
Glen Eagle Advisors
New Jersey
$102K +$93 +1 +0.1%
JWM
1746
Janiczek Wealth Management
Colorado
$101K +$5.1K +55 +6%
DF
1747
Dunhill Financial
United Kingdom
$101K +$91.8K +991 New
FA
1748
Financial Avengers
California
$96.3K +$93 +1 +0.1%
SSWM
1749
Sheets Smith Wealth Management
North Carolina
$96.2K +$3.6M +38,867 New
IFAM
1750
Institutional & Family Asset Management
Colorado
$96.2K