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Name Holding Trade Value Shares
Change
Change in
Stake
W
1451
Wealthquest
Ohio
$554K +$37.5K +74 +7%
CFO
1452
CVA Family Office
Colorado
$553K +$14.7K +29 +3%
SAM
1453
SVRN Asset Management
Texas
$553K +$540K +1,066 New
BF
1454
Brucke Financial
Indiana
$552K -$14.7K -29 -3%
CA
1455
Claro Advisors
Massachusetts
$551K +$16.7K +33 +3%
SIS
1456
Strategic Investment Solutions
Illinois
$549K -$54.7K -108 -9%
TW
1457
ticino wealth
California
$549K +$536K +1,058 New
CA
1458
CoreCap Advisors
Michigan
$548K +$51.2K +101 +11%
CG
1459
Clifford Group
Massachusetts
$546K +$49.1K +97 +10%
MA
1460
MW Advisory
Georgia
$543K +$530K +1,047 New
CCA
1461
Conestoga Capital Advisors
Pennsylvania
$542K -$10.1K -20 -2%
EPM
1462
Elm Partners Management
Pennsylvania
$540K +$1.01K +2 +0.2%
KWM
1463
Keebeck Wealth Management
Illinois
$539K +$145K +286 +38%
MHC
1464
May Hill Capital
Massachusetts
$538K +$18.7K +37 +4%
FPL
1465
Fortress Private Ledger
North Carolina
$538K +$272K +537 +107%
BS
1466
Banco Santander
Spain
$538K +$525K +1,036 New
PCMF
1467
Private Capital Management (Florida)
Florida
$537K
TWM
1468
TRB Wealth Management
Texas
$537K +$524K +1,035 New
PWAM
1469
Pinnacle West Asset Management
Wyoming
$537K
FCFC
1470
First Commonwealth Financial Corp
Pennsylvania
$536K -$3.54K -7 -0.7%
SF
1471
Symphony Financial
Texas
$534K +$116K +230 +28%
BL
1472
Balentine LLC
Georgia
$533K +$128K +252 +32%
IWA
1473
Invera Wealth Advisors
Oregon
$533K +$521K +1,028 New
WDA
1474
Wendell David Associates
New Hampshire
$532K -$25.3K -50 -5%
BI
1475
Ballast Inc
Kentucky
$532K +$304K +600 +141%