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Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1826
Oliver Luxxe Assets
New Jersey
$315K – – –
HA
1827
Hamel Associates
New Jersey
$314K -$4.23K -15 -1%
Verition Fund Management
1828
Verition Fund Management
Connecticut
$312K -$2.14M -7,578 -88%
RPWA
1829
Regent Peak Wealth Advisors
Georgia
$312K +$295K +1,048 New
ACM
1830
Anfield Capital Management
California
$309K +$265K +941 New
CCM
1831
Cribstone Capital Management
Maine
$309K +$278K +985 +1,970%
PP
1832
PagnatoKarp Partners
Virginia
$308K +$1.69K +6 +0.6%
SWP
1833
Strategic Wealth Partners
Ohio
$307K -$17.5K -62 -6%
ACWM
1834
Adams Chetwood Wealth Management
North Carolina
$306K +$289K +1,026 New
LF
1835
Lantz Financial
Illinois
$305K -$8.18K -29 -3%
CA
1836
Cornerstone Advisory
Maryland
$303K -$1.13K -4 -0.4%
CWM
1837
Campbell Wealth Management
Virginia
$301K – – –
F
1838
F3Logic
Minnesota
$301K – – –
ECA
1839
Elevated Capital Advisors
Utah
$300K +$283K +1,004 New
CA
1840
CapWealth Advisors
Tennessee
$299K – – –
CPC
1841
Congress Park Capital
New York
$299K – – –
CCM
1842
Crossvault Capital Management
Texas
$299K – – –
GC
1843
Grace Capital
Massachusetts
$299K – – –
CPO
1844
Cerity Partners OCIO
New York
$299K +$6.49K +23 +3%
PA
1845
PSI Advisors
Florida
$298K +$282K +1,000 New
AWCI
1846
Alpine Woods Capital Investors
New York
$294K – – –
MSFP
1847
Mark Sheptoff Financial Planning
Connecticut
$294K – – –
ESBC
1848
E.S. Barr & Co
Kentucky
$291K – – –
RP
1849
Rice Partnership
Hawaii
$291K – – –
FMW
1850
Farr Miller & Washington
District of Columbia
$291K +$44.8K +159 +20%