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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2226
Arcus Capital Partners
Georgia
$624K +$103K +227 +19%
APA
2227
Astoria Portfolio Advisors
New York
$623K +$2.73K +6 +0.4%
AWA
2228
Amplius Wealth Advisors
Pennsylvania
$623K – – –
WFMPM
2229
Woodley Farra Manion Portfolio Management
Indiana
$622K -$14.1K -31 -2%
SDWIA
2230
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$619K – – –
SW
2231
SkyOak Wealth
Michigan
$618K – – –
WWP
2232
Walden Wealth Partners
Ohio
$615K – – –
FFG
2233
Fortem Financial Group
California
$615K – – –
WFA
2234
Wellspring Financial Advisors
Ohio
$612K +$121K +266 +24%
SVWAG
2235
Sound View Wealth Advisors Group
Georgia
$610K +$2.28K +5 +0.4%
LA
2236
Latitude Advisors
Florida
$609K -$3.19K -7 -0.5%
BFS
2237
Baskin Financial Services
Ontario, Canada
$609K -$6.83K -15 -1%
TFO
2238
Tarbox Family Office
California
$609K – – –
RMAM
2239
Raab & Moskowitz Asset Management
New Jersey
$608K -$67K -147 -10%
AWAP
2240
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$607K -$43.7K -96 -7%
FFA
2241
Fragasso Financial Advisors
Pennsylvania
$606K +$35.1K +77 +6%
DOA
2242
D'Orazio & Associates
Virginia
$605K +$8.2K +18 +1%
PIC
2243
Portland Investment Counsel
Ontario, Canada
$601K -$5.01K -11 -0.8%
CPSAC
2244
Chas P. Smith & Associates (CPS)
Florida
$601K +$456 +1 +0.1%
GCIM
2245
Gunn & Company Investment Management
Florida
$601K +$621K +1,363 New
NWA
2246
New World Advisors
Massachusetts
$600K +$29.6K +65 +5%
CPRC
2247
Consolidated Portfolio Review Corp
New York
$600K +$132K +290 +27%
MPW
2248
MGO Private Wealth
California
$599K – – –
EAM
2249
Empirical Asset Management
Massachusetts
$599K -$756K -1,659 -21%
FNWA
2250
Financial Network Wealth Advisors
Utah
$598K +$70.2K +154 +13%