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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1101
Northcape Wealth Management
New York
$216K +$200K +850 New
SWA
1102
ShankerValleau Wealth Advisors
Illinois
$215K +$199K +847 New
AWP
1103
Accretive Wealth Partners
New Jersey
$215K +$199K +845 New
SFP
1104
Sterling Financial Planning
New Jersey
$215K +$199K +845 New
SAM
1105
Shell Asset Management
Netherlands
$214K
GFS
1106
GYL Financial Synergies
Connecticut
$213K +$197K +838 New
FHA
1107
First Horizon Advisors
Tennessee
$213K -$224K -955 -53%
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$212K +$28.2K +120 +17%
WA
1109
Wealth Architects
California
$212K +$196K +834 New
RMCM
1110
Reynders McVeigh Capital Management
Massachusetts
$212K +$196K +835 New
AAS
1111
Ameritas Advisory Services
Nebraska
$212K -$75.4K -321 -28%
WP
1112
WealthShield Partners
North Carolina
$211K -$47K -200 -19%
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$211K +$195K +830 New
GHA
1114
Granite Harbor Advisors
Texas
$211K +$195K +828 New
CFO
1115
Collective Family Office
Pennsylvania
$210K +$194K +825 New
SC
1116
Scholtz & Company
Connecticut
$209K -$38.3K -163 -17%
WA
1117
Waverly Advisors
Alabama
$208K +$192K +819 New
MG
1118
Mather Group
Illinois
$208K -$27.5K -117 -13%
JWA
1119
JFS Wealth Advisors
Pennsylvania
$207K -$2.35K -10 -1%
JFA
1120
JNBA Financial Advisors
Minnesota
$207K -$12.9K -55 -6%
AIM
1121
Anchor Investment Management
South Carolina
$207K
TWA
1122
TCI Wealth Advisors
Arizona
$207K +$235 +1 +0.1%
FAIM
1123
Financial Advocates Investment Management
Washington
$206K +$191K +812 New
WPW
1124
Waldron Private Wealth
Pennsylvania
$206K +$191K +811 New
HFS
1125
Hantz Financial Services
Michigan
$206K +$470 +2 +0.2%