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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1701
FullCircle Wealth
Texas
$1.64M +$15.8K +34 +1%
WAG
1702
Wallace Advisory Group
California
$1.63M -$21.9K -47 -1%
ECG
1703
Edge Capital Group
Georgia
$1.63M +$34.9K +75 +2%
LAM
1704
L2 Asset Management
Massachusetts
$1.62M +$51.6K +111 +3%
ACMA
1705
Arbor Capital Management (Alaska)
Alaska
$1.62M -$112K -241 -7%
KWM
1706
Koa Wealth Management
California
$1.62M +$1.86K +4 +0.1%
PA
1707
PFG Advisors
Arizona
$1.62M -$62.8K -135 -4%
EI
1708
Ellevest Inc
New York
$1.61M -$2.33K -5 -0.2%
FNBSF
1709
First National Bank Sioux Falls
South Dakota
$1.61M – – –
MC
1710
Middleton & Co
Massachusetts
$1.61M – – –
R.M. Davis Inc
1711
R.M. Davis Inc
Maine
$1.6M +$12.6K +27 +0.8%
PTP
1712
Platform Technology Partners
New York
$1.6M -$39.5K -85 -3%
CFA
1713
Cahill Financial Advisors
Minnesota
$1.6M +$70.7K +152 +5%
WAS
1714
Winch Advisory Services
Wisconsin
$1.59M -$21.9K -47 -1%
RCM
1715
Riverpark Capital Management
New York
$1.59M -$884K -1,901 -37%
HI
1716
Harrington Investments
California
$1.59M +$184K +395 +14%
EA
1717
Everpar Advisors
Oklahoma
$1.59M -$23.7K -51 -2%
MRCM
1718
M&R Capital Management
New Jersey
$1.59M +$9.3K +20 +0.6%
CIC
1719
Cornercap Investment Counsel
Georgia
$1.57M -$646K -1,390 -30%
ICP
1720
Interchange Capital Partners
Pennsylvania
$1.57M -$38.6K -83 -3%
CFP
1721
Catalyst Financial Partners
Massachusetts
$1.57M +$56.3K +121 +4%
Clark Capital Management Group
1722
Clark Capital Management Group
Pennsylvania
$1.56M -$1.7M -3,663 -54%
First National Trust
1723
First National Trust
Pennsylvania
$1.56M -$253K -543 -15%
CRI
1724
Commonwealth Retirement Investments
Virginia
$1.55M +$42.3K +91 +3%
FA
1725
Fiduciary Alliance
South Carolina
$1.55M +$871K +1,873 +148%