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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1651
Triangle Securities Wealth Management
North Carolina
$328K -$84.1K -647 -20%
CCM
1652
Condor Capital Management
New Jersey
$328K – – –
SWP
1653
Summit Wealth Partners
Florida
$327K +$332K +2,552 New
EW
1654
Evoke Wealth
California
$327K -$162K -1,249 -33%
RP
1655
Rowlandmiller & Partners
Georgia
$326K -$2.73K -21 -0.8%
Fiera Capital (Canada)
1656
Fiera Capital (Canada)
Quebec, Canada
$325K -$12.2K -94 -4%
FCA
1657
FLC Capital Advisors
California
$325K +$33.4K +257 +11%
EDRIA
1658
Edmonds Duncan Registered Investment Advisors
Kansas
$324K – – –
TWM
1659
Trinity Wealth Management
Pennsylvania
$324K +$329K +2,531 New
CHAM
1660
Clear Harbor Asset Management
Connecticut
$324K -$15.6K -120 -5%
BOTW
1661
Bank of the West
California
$323K -$43.9K -338 -12%
VAS
1662
Valicenti Advisory Services
New York
$323K -$2.73K -21 -0.8%
AAP
1663
Aristotle Atlantic Partners
Florida
$322K – – –
FFG
1664
Frisch Financial Group
New York
$322K +$28.6K +220 +10%
AW
1665
Alpha Windward
Massachusetts
$322K +$30.5K +235 +10%
RPA
1666
Rock Point Advisors
Vermont
$322K +$97.2K +748 +42%
SCM
1667
Silvant Capital Management
Georgia
$321K – – –
W
1668
WealthOne
New York
$320K +$90.3K +695 +39%
XF
1669
XML Financial
Maryland
$320K +$324K +2,495 New
AWA
1670
Arkadios Wealth Advisors
Georgia
$320K +$282K +2,168 New
RSWM
1671
Robertson Stephens Wealth Management
California
$319K -$255K -1,963 -44%
MPIA
1672
Mountain Pacific Investment Advisers
Idaho
$318K -$40.8K -314 -11%
MCP
1673
Mirador Capital Partners
California
$317K -$9.75K -75 -3%
HFA
1674
Hoover Financial Advisors
Pennsylvania
$317K +$1.82K +14 +0.6%
ACA
1675
Atlas Capital Advisors
Wyoming
$316K -$20.7K -159 -6%