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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1426
Parcion Private Wealth
Washington
$421K +$39K +65 +10%
EL
1427
EWA LLC
Pennsylvania
$419K +$14.4K +24 +4%
WC
1428
Woodstock Corp
Massachusetts
$419K -$17.4K -29 -4%
II
1429
Impact Investors
California
$416K -$7.81K -13 -2%
KLCM
1430
KG&L Capital Management
Louisiana
$416K -$250K -417 -38%
CWA
1431
Canvas Wealth Advisors
Kansas
$416K +$73.3K +122 +21%
CAL
1432
Capital Advisors Ltd
Ohio
$416K +$8.41K +14 +2%
SPC
1433
Sigma Planning Corp
Michigan
$415K -$104K -174 -20%
IIC
1434
Integrated Investment Consultants
Michigan
$414K -$235K -392 -37%
PS
1435
Planned Solutions
California
$413K
SIP
1436
Stoneridge Investment Partners
Pennsylvania
$411K -$375K -625 -48%
SC
1437
SouthState Corp
Florida
$409K +$52.2K +87 +15%
UWS
1438
Unique Wealth Strategies
Illinois
$409K -$2.4K -4 -0.6%
CBT
1439
Crews Bank & Trust
Florida
$408K
SP
1440
Saranac Partners
$408K
JFGIW
1441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$403K +$208K +347 +112%
VV
1442
Verity & Verity
South Carolina
$402K +$393K +654 New
BTI
1443
Blue Trust Inc
Georgia
$398K -$240K -400 -38%
TNB
1444
Thomasville National Bank
Georgia
$397K -$1.8K -3 -0.5%
WAG
1445
Winthrop Advisory Group
Massachusetts
$396K -$12K -20 -3%
LWM
1446
Latko Wealth Management
Illinois
$394K -$8.41K -14 -2%
AIA
1447
Accelerate Investment Advisors
California
$394K -$2.4K -4 -0.6%
BF
1448
Brooklyn FI
New York
$393K -$56.4K -94 -13%
SLT
1449
St Louis Trust
Missouri
$393K -$20.4K -34 -5%
HFAS
1450
Hummer Financial Advisory Services
Illinois
$393K