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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1376
Cove Private Wealth
New York
$454K +$190K +1,163 +70%
SMWM
1377
Silvia McColl Wealth Management
California
$454K
NCM
1378
Northside Capital Management
Oregon
$453K -$49.1K -300 -10%
OA
1379
Oxbow Advisors
Texas
$453K
AW
1380
Alchemi Wealth
Connecticut
$452K +$462K +2,823 New
DWM
1381
Dynasty Wealth Management
Florida
$452K +$143K +874 +45%
MCP
1382
Miller Capital Partners
Michigan
$451K +$461K +2,817 New
BIAS
1383
Beacon Investment Advisory Services
New Jersey
$450K
CWS
1384
Confluence Wealth Services
Pennsylvania
$450K +$7.52K +46 +2%
AC
1385
Apella Capital
Connecticut
$448K +$61.6K +377 +16%
LFA
1386
Legacy Financial Advisors
Kentucky
$448K +$48.2K +295 +12%
KV
1387
Kickstand Ventures
New York
$447K
SSW
1388
Smith Shellnut Wilson
Mississippi
$447K -$20.1K -123 -4%
SWP
1389
Summit Wealth Partners
Florida
$445K
IFWM
1390
Institute for Wealth Management
Colorado
$444K -$3.92K -24 -0.9%
PFT
1391
Providence First Trust
Arizona
$443K +$453K +2,770 New
CI
1392
Conning Inc
Connecticut
$443K -$93.2K -570 -17%
OPTFSNA
1393
Old Point Trust & Financial Services N A
Virginia
$442K -$38.6K -236 -8%
FFA
1394
Fragasso Financial Advisors
Pennsylvania
$438K +$27.3K +167 +6%
SAM
1395
Summit Asset Management
Tennessee
$438K -$10.1K -62 -2%
WAM
1396
Weatherly Asset Management
California
$438K +$654 +4 +0.1%
Jacobs Levy Equity Management
1397
Jacobs Levy Equity Management
New Jersey
$438K +$447K +2,734 New
SWA
1398
Sax Wealth Advisors
New Jersey
$437K +$446K +2,730 New
MA
1399
MBA Advisors
Pennsylvania
$436K +$327 +2 +0.1%
IWM
1400
Integris Wealth Management
California
$436K