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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1601
Clarus Wealth Advisors
Arizona
$331K +$8.06K +64 +3%
Members Trust
1602
Members Trust
Florida
$331K +$319K +2,533 New
CFIA
1603
Cantor Fitzgerald Investment Advisors
New York
$328K +$882 +7 +0.3%
PWPS
1604
Pinnacle Wealth Planning Services
Ohio
$327K +$316K +2,508 New
SAM
1605
Secure Asset Management
Michigan
$326K -$235K -1,862 -43%
PGWM
1606
Parisi Gray Wealth Management
New Jersey
$325K -$10.5K -83 -3%
PFA
1607
Pathway Financial Advisors
Vermont
$324K -$45.1K -358 -13%
KPW
1608
Kore Private Wealth
New York
$324K -$38.4K -305 -11%
NB
1609
Northwest Bancshares
Pennsylvania
$324K +$313K +2,481 New
SG
1610
StoneX Group
New York
$323K +$44.7K +355 +17%
MFW
1611
Mosaic Family Wealth
Missouri
$322K +$7.69K +61 +3%
RSWM
1612
Robertson Stephens Wealth Management
California
$322K +$16.3K +129 +6%
FDS
1613
Freedom Day Solutions
Texas
$321K +$310K +2,460 New
MA
1614
MCF Advisors
Kentucky
$317K -$6.8K -54 -2%
BOM
1615
Bank of Marin
California
$317K – – –
WBG
1616
Wharton Business Group
Pennsylvania
$316K – – –
SBA
1617
Secrest Blakey & Associates
North Carolina
$316K +$13.1K +104 +4%
WFM
1618
Wolff Financial Management
Michigan
$315K +$14.4K +114 +5%
GI
1619
Gradient Investments
Minnesota
$315K +$28.7K +228 +10%
IIC
1620
Integrated Investment Consultants
Michigan
$313K -$11.6K -92 -4%
ACM
1621
Armbruster Capital Management
New York
$312K -$30.1K -239 -9%
CAM
1622
Cozad Asset Management
Illinois
$312K – – –
PWS
1623
Private Wealth Strategies
Ohio
$312K – – –
MGIM
1624
M&G Investment Management
United Kingdom
$311K – – –
BFG
1625
Beacon Financial Group
Texas
$310K – – –