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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1001
Convergence Investment Partners
Florida
$295K -$138 -2 -0%
DO
1002
denkapparat Operations
Germany
$295K +$284K +4,108 New
VWM
1003
Venturi Wealth Management
Texas
$295K -$50.4K -730 -15%
MCCA
1004
Mill Creek Capital Advisors
Pennsylvania
$294K -$4.83K -70 -2%
MCAI
1005
Members Capital Advisors Inc
Wisconsin
$293K
1WM
1006
1900 Wealth Management
Texas
$293K
CC
1007
Centiva Capital
New York
$292K +$281K +4,068 New
MCA
1008
MSH Capital Advisors
Arizona
$290K
FLI
1009
Family Legacy Inc
South Carolina
$289K +$31.4K +454 +13%
V
1010
VeraBank
Texas
$289K -$6.97K -101 -2%
ACA
1011
Anchor Capital Advisors
Massachusetts
$287K
NFC
1012
Northeast Financial Consultants
Connecticut
$287K
IP
1013
Interval Partners
New York
$287K +$276K +4,000 New
PWPS
1014
Pinnacle Wealth Planning Services
Ohio
$287K +$64.2K +929 +30%
BWM
1015
Baron Wealth Management
Michigan
$287K +$27.4K +397 +11%
PTC
1016
Private Trust Company
Ohio
$286K -$14.6K -211 -5%
AWM
1017
Angeles Wealth Management
California
$286K +$5.39K +78 +2%
GIM
1018
Groesbeck Investment Management
New Jersey
$286K -$140K -2,027 -34%
AIA
1019
Arrow Investment Advisors
Maryland
$284K +$274K +3,966 New
EWA
1020
EverSource Wealth Advisors
Alabama
$284K +$80.6K +1,167 +42%
MEAC
1021
M.E. Allison & Co
Texas
$283K
DOA
1022
D'Orazio & Associates
Virginia
$283K -$1.24K -18 -0.5%
MAWA
1023
Moss Adams Wealth Advisors
Washington
$282K +$5.66K +82 +2%
QFA
1024
Quantum Financial Advisors
California
$282K
AWM
1025
Aviso Wealth Management
Washington
$282K +$5.11K +74 +2%