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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1926
Titus Wealth Management
California
$454K +$32.6K +664 +8%
KLWA
1927
Kelly Lawrence W & Associates
California
$452K
C
1928
Cerebellum
California
$452K +$431K +8,769 New
BFPW
1929
BOK Financial Private Wealth
Colorado
$450K +$50.9K +1,035 +13%
RIS
1930
Retirement Income Solutions
Michigan
$448K +$30.8K +626 +8%
SGK
1931
Steigerwald Gordon & Koch
Virginia
$447K -$8.8K -179 -2%
FA
1932
FCG Advisors
New Jersey
$447K -$5.31K -108 -1%
FA
1933
Financial Advisors
Massachusetts
$446K
JLBC
1934
J.L. Bainbridge & Co
Florida
$445K -$19.7K -400 -4%
PFC
1935
Phocas Financial Corp
California
$445K
SCG
1936
Sonata Capital Group
Washington
$444K -$109K -2,222 -20%
SSWM
1937
Smith Salley Wealth Management
North Carolina
$444K +$99.6K +2,026 +31%
AF
1938
AMG Funds
Connecticut
$443K -$18.4K -374 -4%
WCG
1939
Weaver Consulting Group
California
$443K +$83.5K +1,699 +25%
SWA
1940
Stratos Wealth Advisors
Ohio
$443K +$95.7K +1,946 +29%
CF
1941
Corrigan Financial
Rhode Island
$443K -$4.87K -99 -1%
VWA
1942
VERITY Wealth Advisors
United States
$442K
PFO
1943
Pathstone Family Office
New Jersey
$435K -$1.31M -26,601 -76%
HCM
1944
Hilton Capital Management
New York
$435K -$188K -3,828 -31%
AMCA
1945
Arthur M. Cohen & Associates
Illinois
$435K
HPIA
1946
Hamilton Point Investment Advisors
North Carolina
$435K
STA
1947
Summit Trail Advisors
New York
$435K +$66.1K +1,345 +19%
DE
1948
Day & Ennis
Georgia
$434K +$2.85K +58 +0.7%
UF
1949
Univest Financial
Pennsylvania
$433K -$35.3K -717 -8%
RWA
1950
River Wealth Advisors
Pennsylvania
$433K +$2.75K +56 +0.7%