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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1576
WrapManager Inc
California
$552K +$540K +15,515 New
SPA
1577
Sherbrooke Park Advisers
New York
$551K +$539K +15,487 New
TP
1578
Tranquility Partners
Tennessee
$550K +$906 +26 +0.2%
GEA
1579
Glen Eagle Advisors
New Jersey
$549K +$5.22K +150 +1%
CCIA
1580
Cherry Creek Investment Advisors
Colorado
$549K -$1.11K -32 -0.2%
WP
1581
Westmount Partners
California
$548K +$69.1K +1,983 +15%
WMS
1582
Wealth Management Solutions
Pennsylvania
$547K -$2.58K -74 -0.5%
PH
1583
Pinnacle Holdings
Oklahoma
$547K -$36.3K -1,043 -6%
SFI
1584
SPC Financial Inc
Maryland
$545K +$43.5K +1,250 +9%
GF
1585
Gries Financial
Ohio
$543K +$54.2K +1,557 +11%
CRWM
1586
Castle Rock Wealth Management
California
$542K +$70 +2 +0%
SGCA
1587
Steel Grove Capital Advisors
Tennessee
$540K +$24K +690 +5%
PIA
1588
Perennial Investment Advisors
California
$539K +$1.85K +53 +0.4%
PG
1589
Patten Group
Tennessee
$539K -$30.2K -868 -5%
MIH
1590
Meitav Investment House
Israel
$537K -$48.8K -1,400 -8%
TTWM
1591
TCV Trust & Wealth Management
Virginia
$535K +$22.6K +650 +5%
PBK
1592
Peoples Bank (Kansas)
Kansas
$534K +$524K +15,037 New
VF
1593
Vest Financial
Virginia
$533K +$166K +4,773 +47%
GG
1594
Gleason Group
Kentucky
$531K -$109K -3,142 -17%
FFA
1595
Farther Finance Advisors
California
$530K -$33.4K -960 -6%
CAM
1596
Cozad Asset Management
Illinois
$529K +$35 +1 +0%
GWCM
1597
Godshalk Welsh Capital Management
Pennsylvania
$529K
CI
1598
Cordant Inc
Oregon
$528K
NAS
1599
Nicolet Advisory Services
Wisconsin
$528K +$18.4K +529 +4%
TL
1600
Tradewinds LLC
North Carolina
$528K -$105 -3 -0%