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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1451
Gibbs Wealth Management
Georgia
$3.49M -$708K -1,266 -17%
BTW
1452
Boston Trust Walden
Massachusetts
$3.49M -$10.1K -18 -0.3%
CWG
1453
Cornerstone Wealth Group
North Carolina
$3.48M +$107K +191 +3%
BC
1454
Burney Company
Virginia
$3.48M -$11.7M -20,870 -77%
ACM
1455
Alpha Capital Management
Texas
$3.48M +$47K +84 +1%
AC
1456
Arjuna Capital
North Carolina
$3.47M -$42.5K -76 -1%
OL
1457
Optas LLC
Texas
$3.47M +$179K +320 +6%
PFSC
1458
Peoples Financial Services Corp
Pennsylvania
$3.46M -$105K -188 -3%
CCG
1459
Chatham Capital Group
Georgia
$3.46M -$36.9K -66 -1%
AWM
1460
Aviso Wealth Management
Washington
$3.46M +$563K +1,007 +20%
ACL
1461
Applied Capital LLC
Florida
$3.46M +$9.5K +17 +0.3%
SC
1462
Sepio Capital
Utah
$3.43M +$611K +1,093 +22%
BOH
1463
Bank of Hawaii
Hawaii
$3.42M -$158K -282 -4%
AOWM
1464
Alpha Omega Wealth Management
Virginia
$3.42M -$54.2K -97 -2%
WLPWM
1465
Walled Lake Planning & Wealth Management
Illinois
$3.42M +$39.7K +71 +1%
EFG
1466
Everhart Financial Group
Ohio
$3.41M +$559 +1 +0%
GVAG
1467
Great Valley Advisor Group
Delaware
$3.41M +$373K +668 +13%
MWM
1468
Maridea Wealth Management
New York
$3.4M +$909K +1,626 +38%
PRS
1469
Pinkerton Retirement Specialists
Idaho
$3.4M +$77.7K +139 +2%
DWM
1470
Ducere Wealth Management
California
$3.39M +$3.32M +5,943 New
SNB
1471
Security National Bank
Nebraska
$3.39M +$388K +694 +13%
VIPI
1472
Vista Investment Partners II
Indiana
$3.39M +$25.7K +46 +0.8%
SS
1473
Sunbelt Securities
Texas
$3.38M -$272K -487 -8%
TWC
1474
The Woodbridge Company
Ontario, Canada
$3.38M +$3.31M +5,927 New
TWM
1475
TriaGen Wealth Management
California
$3.38M -$17.9K -32 -0.5%
57 58
59
60 61