Name Holding Trade Value Shares
Change
Change in
Stake
FC
876
Financial Consulate
Maryland
$358K +$231 +1 +0.1%
MSFS
877
Main Street Financial Solutions
Pennsylvania
$357K -$9.45K -41 -3%
CRI
878
Colonial River Investments
Virginia
$356K -$13.6K -59 -4%
EWM
879
Evercore Wealth Management
New York
$356K +$2.54K +11 +0.7%
PWM
880
Perigon Wealth Management
California
$355K +$82.5K +358 +30%
CT
881
Cambridge Trust
Massachusetts
$354K -$17.1K -74 -5%
NFG
882
Northeast Financial Group
Pennsylvania
$354K – – –
SFWC
883
Strategic Family Wealth Counselors
New Jersey
$354K – – –
MMPW
884
Mitchell McLeod Pugh & Williams
Alabama
$353K – – –
JCM
885
J2 Capital Management
Michigan
$353K +$12.4K +54 +4%
CCP
886
Cassia Capital Partners
North Carolina
$353K -$82.3K -357 -19%
PWM
887
Peterson Wealth Management
Nevada
$352K -$30K -130 -8%
PA
888
Profund Advisors
Maryland
$351K +$2.08K +9 +0.6%
BC
889
Bridgefront Capital
Texas
$351K +$350K +1,516 New
BMC
890
Beaton Management Company
Massachusetts
$349K – – –
TTWM
891
TCV Trust & Wealth Management
Virginia
$348K – – –
RPC
892
Rossmore Private Capital
Connecticut
$348K – – –
NFG
893
Nadler Financial Group
Illinois
$347K – – –
OBGC
894
O'Brien Greene & Co
Pennsylvania
$347K -$697K -3,024 -67%
GP
895
Girard Partners
Pennsylvania
$347K -$10.6K -46 -3%
LRPA
896
L. Roy Papp & Associates
Arizona
$346K – – –
SIA
897
Schechter Investment Advisors
Michigan
$345K +$2.77K +12 +0.8%
CCA
898
Checchi Capital Advisers
California
$342K -$20.5K -89 -6%
NA
899
Navellier & Associates
Nevada
$342K +$1.61K +7 +0.5%
BB
900
Berkshire Bank
Massachusetts
$342K – – –