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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2526
Sterling Investment Counsel
New York
$557K -$512K -4,966 -47%
APWM
2527
Argonautica Private Wealth Management
Massachusetts
$557K
CA
2528
Cortland Associates
Missouri
$556K +$2.89K +28 +0.5%
BFWM
2529
Bright Futures Wealth Management
New York
$555K -$590K -5,721 -50%
DWM
2530
Defined Wealth Management
Oregon
$555K +$4.84K +47 +0.8%
V
2531
ViaWealth
Kansas
$552K +$30K +291 +6%
MC
2532
Mathes Company
New York
$550K
BW
2533
BIP Wealth
Georgia
$548K +$47.6K +462 +9%
TPWA
2534
TRUE Private Wealth Advisors
Oregon
$547K -$5.05K -49 -0.9%
SWM
2535
Sugarloaf Wealth Management
Georgia
$547K -$19.4K -188 -3%
HC
2536
Henshaw Capital
Massachusetts
$547K
CC
2537
Cornerstone Capital
California
$547K -$7.22K -70 -1%
RSWA
2538
Robinson Smith Wealth Advisors
Maine
$546K -$5.77K -56 -1%
HB
2539
HTLF Bank
Colorado
$546K -$75.7K -734 -12%
BFA
2540
Beacon Financial Advisory
Ohio
$545K +$41.5K +403 +8%
EWS
2541
Evergreen Wealth Solutions
Pennsylvania
$544K +$21.9K +212 +4%
CCT
2542
Capital City Trust
Florida
$544K -$4.84K -47 -0.9%
FMTCOCP
2543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$542K -$43.7K -424 -7%
MEAC
2544
M.E. Allison & Co
Texas
$542K +$562K +5,448 New
CCG
2545
Coastwise Capital Group
California
$541K +$45.9K +445 +9%
NRI
2546
NFP Retirement Inc
California
$541K -$99.3K -963 -15%
FC
2547
FCA Corp
Texas
$540K +$515 +5 +0.1%
WC
2548
Westhampton Capital
North Carolina
$538K -$10.3K -100 -2%
SFS
2549
Summit Financial Strategies
Ohio
$537K
AW
2550
Alteri Wealth
California
$537K +$556K +5,395 New