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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2501
Arcus Capital Partners
Georgia
$596K -$54.4K -100 -8%
WCWM
2502
Willow Creek Wealth Management
California
$595K +$544 +1 +0.1%
LBC
2503
Lowe Brockenbrough & Co
Virginia
$595K +$3.27K +6 +0.6%
BBNB
2504
Baker Boyer National Bank
Washington
$595K – – –
FFM
2505
Flagstone Financial Management
Nebraska
$595K – – –
HVIA
2506
Hudson Valley Investment Advisors
New York
$594K – – –
MWM
2507
Maripau Wealth Management
Indiana
$593K +$373K +685 +173%
NAMNJ
2508
NorthStar Asset Management (New Jersey)
New Jersey
$591K +$544 +1 +0.1%
GCM
2509
Generation Capital Management
New York
$590K +$544 +1 +0.1%
Cassaday & Co Wealth Management
2510
Cassaday & Co Wealth Management
Virginia
$589K -$5.99K -11 -1%
NFSG
2511
Newbridge Financial Services Group
Florida
$589K +$22.3K +41 +4%
MM
2512
MQS Management
New York
$588K +$584K +1,073 New
BWAM
2513
Boyd Watterson Asset Management
Ohio
$586K – – –
CF
2514
Convergence Financial
Missouri
$586K -$23.4K -43 -4%
MWM
2515
Mindset Wealth Management
Indiana
$586K – – –
GAM
2516
Grandview Asset Management
Pennsylvania
$583K +$6.53K +12 +1%
TA
2517
Townsend & Associates
Colorado
$583K – – –
ATS
2518
Ashton Thomas Securities
New York
$582K +$18K +33 +3%
SAMT
2519
Select Asset Management & Trust
Pennsylvania
$580K – – –
APW
2520
Austin Private Wealth
Texas
$579K +$76.8K +141 +15%
Conestoga Capital Advisors
2521
Conestoga Capital Advisors
Pennsylvania
$578K – – –
BWA
2522
Bordeaux Wealth Advisors
California
$577K +$198K +364 +53%
Park National Corp
2523
Park National Corp
Ohio
$577K +$83.3K +153 +17%
CB
2524
CNB Bank
Pennsylvania
$576K – – –
OIS
2525
OneAscent Investment Solutions
Alabama
$575K +$571K +1,049 New