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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1501
Palumbo Wealth Management
New York
$915K +$456K +11,223 +160%
I2I
1502
Insight 2811 Inc
Illinois
$914K -$37K -911 -5%
TWA
1503
TCI Wealth Advisors
Arizona
$913K -$10.3K -254 -1%
6F
1504
626 Financial
Michigan
$913K +$22.4K +551 +3%
GFS
1505
GYL Financial Synergies
Connecticut
$909K -$17K -418 -2%
RVPG
1506
Relative Value Partners Group
$909K +$4.06K +100 +0.6%
CCWM
1507
Cassaday & Co Wealth Management
Virginia
$908K -$57.3K -1,411 -7%
ERIC
1508
Eagle Rock Investment Company
Georgia
$908K -$10.2K -250 -1%
RMCM
1509
Reynders McVeigh Capital Management
Massachusetts
$905K -$110K -2,719 -13%
ACL
1510
Applied Capital LLC
Florida
$904K -$62.3K -1,533 -8%
RW
1511
REDW Wealth
New Mexico
$904K -$54.4K -1,339 -7%
SIA
1512
Sit Investment Associates
Minnesota
$904K
CWP
1513
Concord Wealth Partners
Virginia
$903K -$43.9K -1,080 -6%
OPCM
1514
Osborne Partners Capital Management
California
$903K
TC
1515
Telemus Capital
Michigan
$902K -$421K -10,373 -37%
FCA
1516
FLC Capital Advisors
California
$900K +$142K +3,488 +24%
PSP
1517
Pacific Sage Partners
Washington
$898K +$3.21K +79 +0.4%
MPIA
1518
Mountain Pacific Investment Advisers
Idaho
$896K
FFWA
1519
FRG Family Wealth Advisors
Washington
$895K -$56.4K -1,389 -7%
FTWA
1520
Fifth Third Wealth Advisors
Ohio
$894K +$249K +6,138 +53%
ADIM
1521
Alpha DNA Investment Management
Maryland
$889K -$228K -5,608 -24%
FMLI
1522
Fukoku Mutual Life Insurance
Japan
$887K +$52.3K +1,288 +8%
SFS
1523
Stiles Financial Services
Minnesota
$885K -$84.6K -2,083 -11%
WWM
1524
Waterway Wealth Management
Texas
$884K +$715K +17,597 New
VT
1525
Vise Technologies
New York
$884K -$18.2K -447 -2%