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Name Holding Trade Value Shares
Change
Change in
Stake
VIP
2376
Viewpoint Investment Partners
Alberta, Canada
$745K +$512K +925 +231%
WB
2377
Webster Bank
Connecticut
$744K -$55.9K -101 -7%
AFA
2378
AA Financial Advisors
Ohio
$743K +$275K +497 +60%
PWM
2379
Proathlete Wealth Management
Florida
$743K +$553 +1 +0.1%
MHC
2380
May Hill Capital
Massachusetts
$742K +$185K +335 +34%
CPA
2381
Cardiff Park Advisors
California
$736K +$553 +1 +0.1%
MWM
2382
Manske Wealth Management
Texas
$736K -$86.8K -157 -11%
CPWA
2383
Cerro Pacific Wealth Advisors
California
$735K +$90.7K +164 +14%
LT
2384
Legacy Trust
Michigan
$733K -$22.1K -40 -3%
PHWM
2385
Pine Harbor Wealth Management
Maryland
$732K – – –
CT
2386
Colonial Trust
South Carolina
$732K -$13.8K -25 -2%
MCWA
2387
Meadow Creek Wealth Advisors
Georgia
$732K -$4.98K -9 -0.7%
CAM
2388
Cidel Asset Management
Ontario, Canada
$731K -$553 -1 -0.1%
WC
2389
Weil Company
California
$730K – – –
CCA
2390
Coign Capital Advisors
Utah
$729K +$8.29K +15 +1%
EL
2391
EWA LLC
Pennsylvania
$728K +$76.3K +138 +12%
CS
2392
Crescent Sterling
Louisiana
$728K -$210K -380 -23%
DI
2393
Diligent Investors
California
$726K -$124K -225 -15%
RFG
2394
Range Financial Group
Oregon
$725K -$11.6K -21 -2%
Wedge Capital Management
2395
Wedge Capital Management
North Carolina
$724K +$436K +788 +157%
RDWM
2396
Red Door Wealth Management
Tennessee
$724K +$182K +330 +34%
SAM
2397
Summit Asset Management
Tennessee
$724K +$12.7K +23 +2%
FFG
2398
Floyd Financial Group
Missouri
$724K -$86.8K -157 -11%
AF
2399
Atala Financial
California
$723K – – –
HHRDM
2400
H&H Retirement Design & Management
Nevada
$722K -$163K -294 -18%