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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1826
Weil Company
California
$453K +$428K +9,819 New
RWM
1827
RKL Wealth Management
Pennsylvania
$452K -$40K -916 -9%
PBO
1828
Peoples Bank (Ohio)
Ohio
$451K -$12K -275 -3%
VFPI
1829
Vantage Financial Partners (Illinois)
Illinois
$451K +$427K +9,775 New
BFPW
1830
BOK Financial Private Wealth
Colorado
$450K -$468K -10,718 -52%
FP
1831
Foundry Partners
Minnesota
$449K -$217K -4,981 -34%
HA
1832
Hays Advisory
Tennessee
$449K +$72.7K +1,667 +21%
CWM
1833
Connecticut Wealth Management
Connecticut
$448K -$220K -5,050 -34%
SG
1834
Swarthmore Group
Pennsylvania
$448K -$25.1K -575 -6%
SRIM
1835
Saratoga Research & Investment Management
California
$445K
RWG
1836
Regal Wealth Group
California
$444K +$87 +2 +0%
CTA
1837
Colonial Trust Advisors
South Carolina
$443K +$419K +9,593 New
VIM
1838
Vista Investment Management
Pennsylvania
$443K +$419K +9,604 New
DIA
1839
Davidson Investment Advisors
Montana
$442K +$130K +2,980 +45%
ACM
1840
AlphaStar Capital Management
North Carolina
$441K +$417K +9,562 New
DWM
1841
Dorchester Wealth Management
Quebec, Canada
$440K -$21.8K -500 -5%
NEPWA
1842
New England Private Wealth Advisors
Massachusetts
$439K +$567 +13 +0.2%
CAM
1843
Chesapeake Asset Management
New York
$437K -$33.8K -775 -8%
CC
1844
Claybrook Capital
Massachusetts
$432K +$408K +9,348 New
PWM
1845
Perigon Wealth Management
California
$430K -$812K -18,614 -67%
GAG
1846
GM Advisory Group
New York
$430K -$36.4K -835 -8%
FAM
1847
Flaharty Asset Management
Florida
$428K -$349 -8 -0.1%
MAA
1848
Mraz Amerine & Associates
California
$427K -$7.16K -164 -2%
GD
1849
Grandfield & Dodd
New York
$425K -$46.1K -1,057 -10%
PHS
1850
Pekin Hardy Strauss
Illinois
$424K +$400K +9,177 New