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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1076
Everett Harris & Co
California
$319K
MFC
1077
Mechanics Financial Corp
Ohio
$319K
CFO
1078
CVA Family Office
Colorado
$319K +$61.8K +200 +25%
IGWM
1079
ICA Group Wealth Management
Colorado
$319K +$294K +952 New
CCM
1080
CTC Capital Management
Illinois
$319K +$309K +1,000 New
LI
1081
LMCG Investments
Massachusetts
$316K +$306K +990 New
FHB
1082
First Hawaiian Bank
Hawaii
$315K -$630K -2,037 -67%
IFWM
1083
Institute for Wealth Management
Colorado
$315K
LW
1084
Linscomb Wealth
Texas
$315K +$23.2K +75 +8%
FFA
1085
Founders Financial Alliance
North Carolina
$314K -$5.87K -19 -2%
RPWA
1086
Regent Peak Wealth Advisors
Georgia
$314K +$9.89K +32 +3%
WI
1087
WrapManager Inc
California
$313K +$309 +1 +0.1%
CA
1088
Crewe Advisors
Utah
$313K +$111K +360 +58%
SAM
1089
Strategy Asset Managers
California
$313K +$303K +979 New
GA
1090
Geller Advisors
New York
$313K +$303K +980 New
W
1091
Wealthquest
Ohio
$311K
NB
1092
Nicolet Bankshares
Wisconsin
$309K
AWM
1093
Atticus Wealth Management
Florida
$305K -$21.6K -70 -7%
FHA
1094
First Horizon Advisors
Tennessee
$304K -$177K -574 -38%
MSS
1095
Mitchell Sinkler & Starr
Pennsylvania
$301K
RCG
1096
Regatta Capital Group
California
$300K
GP
1097
Girard Partners
Pennsylvania
$297K -$6.49K -21 -2%
OWP
1098
Obermeyer Wealth Partners
Colorado
$297K
CL
1099
CPWM LLC
Washington
$297K +$10.2K +33 +4%
NFG
1100
Nations Financial Group
Iowa
$296K +$60.3K +195 +27%