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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1451
CFS Investment Advisory Services
New Jersey
$460K – – –
MCWS
1452
McKinley Carter Wealth Services
West Virginia
$459K +$1.46K +10 +0.3%
CP
1453
Clarendon Private
Massachusetts
$459K +$126K +860 +38%
BFO
1454
Biltmore Family Office
North Carolina
$458K -$77.5K -530 -15%
VGDSS
1455
VUB Generali dochodkova spravcovska spolocnost
$458K – – –
MWA
1456
Madson Wealth Advisors
California
$458K +$455K +3,110 New
EI
1457
EFG International
$458K -$2.18M -14,910 -83%
VC
1458
Veracity Capital
Georgia
$456K -$16.1K -110 -3%
EIG
1459
Ellenbecker Investment Group
Wisconsin
$456K +$54.1K +370 +14%
IDA
1460
Intelligence Driven Advisers
California
$455K +$119K +810 +36%
S
1461
Sunpointe
Missouri
$452K +$54.1K +370 +14%
FPWM
1462
FSB Premier Wealth Management
Iowa
$452K +$14.6K +100 +3%
OWM
1463
Opes Wealth Management
California
$451K +$10.2K +70 +2%
MCM
1464
Manchester Capital Management
Vermont
$449K -$99.5K -680 -18%
RI
1465
Ridgewood Investments
New Jersey
$449K +$446K +3,050 New
BFC
1466
Blue Fin Capital
Rhode Island
$448K -$8.78K -60 -2%
SW
1467
Solidarity Wealth
Utah
$446K – – –
KFS
1468
Kelly Financial Services
Massachusetts
$446K – – –
AWE
1469
Avidian Wealth Enterprises
Texas
$445K +$113K +770 +34%
WB
1470
WesBanco Bank
West Virginia
$445K -$1.47M -10,050 -77%
PCMC
1471
Paragon Capital Management (Colorado)
Colorado
$445K – – –
QT
1472
Quantbot Technologies
New York
$445K +$442K +3,020 New
EWP
1473
Elevation Wealth Partners
California
$444K +$1.46K +10 +0.3%
SSCA
1474
South Shore Capital Advisors
Massachusetts
$443K +$440K +3,010 New
OA
1475
Oasis Advisors
Iowa
$442K +$439K +3,000 New