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Name Holding Trade Value Shares
Change
Change in
Stake
WE
1026
Wealth Effects
Massachusetts
$3.08M +$227K +840 +7%
WWA
1027
WCG Wealth Advisors
Nevada
$3.07M +$362K +1,338 +12%
PT
1028
Plimoth Trust
Massachusetts
$3.06M -$24.4K -90 -0.7%
BMWM
1029
Brown Miller Wealth Management
Virginia
$3.05M +$103K +379 +3%
AC
1030
Asio Capital
Kentucky
$3.05M +$3.4M +12,581 New
PL
1031
Perpetual Ltd
Australia
$3.04M +$420K +1,553 +14%
FMTCOCP
1032
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.03M +$168K +620 +5%
TFM
1033
TFC Financial Management
Massachusetts
$3.02M -$84.4K -312 -2%
KW
1034
Keyvantage Wealth
Pennsylvania
$3.02M -$14.6K -54 -0.4%
GLR
1035
Great Lakes Retirement
Ohio
$3.02M -$13K -48 -0.4%
RCA
1036
Ranch Capital Advisors
Florida
$3.02M -$925K -3,420 -22%
CC
1037
Cypress Capital
Tennessee
$3.01M -$22.2K -82 -0.7%
SWM
1038
Spire Wealth Management
Virginia
$3.01M +$40.3K +149 +1%
FNBOO
1039
First National Bank of Omaha
Nebraska
$3M -$185K -682 -5%
CCM
1040
Chilton Capital Management
Texas
$2.99M +$87.9K +325 +3%
MR
1041
Munich Reinsurance
$2.99M -$2.86M -10,563 -46%
AAS
1042
Ameritas Advisory Services
Nebraska
$2.99M +$118K +435 +4%
IIC
1043
Integrated Investment Consultants
Michigan
$2.98M +$13.5K +50 +0.4%
BIA
1044
Baer Investment Advisory
California
$2.98M +$1.35M +4,975 +68%
RAM
1045
Riggs Asset Management
Pennsylvania
$2.97M +$6.22K +23 +0.2%
RFA
1046
ROI Financial Advisors
Oregon
$2.96M +$112K +413 +3%
SFG
1047
SevenBridge Financial Group
Pennsylvania
$2.95M -$65.8K -243 -2%
ACM
1048
Advent Capital Management
New York
$2.91M +$3.25M +12,000 New
FHA
1049
Flagship Harbor Advisors
Massachusetts
$2.91M -$90.9K -336 -3%
SW
1050
SlateStone Wealth
Florida
$2.9M +$283K +1,047 +10%