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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
626
Verdence Capital Advisors
Maryland
$230K +$552 +10 +0.2%
PP
627
PDS Planning
Ohio
$229K +$232K +4,202 New
HFAS
628
Hummer Financial Advisory Services
Illinois
$228K
CFN
629
Cordasco Financial Network
Florida
$227K +$33K +598 +17%
SSB
630
Sandy Spring Bank
Maryland
$226K +$19.8K +359 +9%
PCS
631
Personal CFO Solutions
New Jersey
$226K +$230K +4,161 New
WAM
632
WNY Asset Management
New York
$225K -$13.2K -240 -6%
FCM
633
Fourpath Capital Management
Oklahoma
$222K -$1.66K -30 -0.7%
GIA
634
Guyasuta Investment Advisors
Pennsylvania
$222K
IC
635
IEQ Capital
California
$222K +$225K +4,075 New
CPWA
636
Cerro Pacific Wealth Advisors
California
$222K +$225K +4,076 New
HW
637
Hancock Whitney
Mississippi
$220K -$33.1K -599 -13%
FMTCOCP
638
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K -$9.94K -180 -4%
FCBT
639
First Citizens Bank & Trust
North Carolina
$219K +$3.37K +61 +2%
WGAM
640
Wilkinson Global Asset Management
New York
$218K +$221K +4,000 New
OPS
641
Orion Portfolio Solutions
Nebraska
$218K +$221K +4,002 New
RWA
642
Redhawk Wealth Advisors
Minnesota
$217K +$166 +3 +0.1%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$217K +$220K +3,985 New
CFO
644
Collective Family Office
Pennsylvania
$214K -$66.2K -1,200 -23%
HI
645
Hudock Inc
Pennsylvania
$214K +$2.37K +43 +1%
LWAC
646
Laurel Wealth Advisors (California)
California
$214K +$2.81K +51 +1%
MP
647
McDonald Partners
Ohio
$213K +$55 +1 +0%
SIAP
648
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K
LB
649
Leo Brokerage
Texas
$212K +$215K +3,898 New
WA
650
Wealth Architects
California
$211K +$221 +4 +0.1%