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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1526
Thrive Wealth Management
Pennsylvania
$2.32M +$52.1K +445 +3%
QIM
1527
Quest Investment Management
Oregon
$2.31M
FCCM
1528
First City Capital Management
Georgia
$2.31M -$60.3K -515 -3%
PE
1529
PCM Encore
Colorado
$2.31M -$4.1K -35 -0.2%
FIM
1530
Fruth Investment Management
Texas
$2.31M -$16.4K -140 -0.8%
WFG
1531
Wills Financial Group
Virginia
$2.3M +$154K +1,315 +8%
IP
1532
Indivisible Partners
Florida
$2.29M +$537K +4,592 +35%
PP
1533
PDS Planning
Ohio
$2.29M +$29.6K +253 +1%
FAP
1534
Financial Advisory Partners
Florida
$2.29M +$15K +128 +0.7%
CFWMA
1535
Center for Wealth Management Advisory
Ohio
$2.27M +$45.9K +392 +2%
TPA
1536
Trivium Point Advisory
Connecticut
$2.27M +$535K +4,570 +35%
ONSWM
1537
Old North State Wealth Management
North Carolina
$2.27M +$11.4K +97 +0.6%
TFS
1538
Thoroughbred Financial Services
Tennessee
$2.27M -$15.6K -133 -0.7%
WPP
1539
Whalerock Point Partners
Rhode Island
$2.26M -$29.3K -250 -1%
BWP
1540
BSW Wealth Partners
Colorado
$2.26M -$48.5K -414 -2%
WB
1541
Webster Bank
Connecticut
$2.26M +$14.5K +124 +0.7%
AL
1542
Aspiriant LLC
California
$2.26M +$249K +2,125 +14%
BCP
1543
Berkeley Capital Partners
Georgia
$2.24M +$30.7K +262 +2%
AEPWM
1544
Atlantic Edge Private Wealth Management
Florida
$2.24M -$19.5K -167 -0.9%
CMP
1545
Christine Messmer PC
Pennsylvania
$2.24M +$3.75K +32 +0.2%
SSW
1546
Stone Summit Wealth
Florida
$2.24M -$16.4K -140 -0.8%
BWP
1547
Bernardo Wealth Planning
Pennsylvania
$2.24M +$39.2K +335 +2%
PJSIMP
1548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.23M -$35.1K -300 -2%
CIA
1549
Compass Ion Advisors
Pennsylvania
$2.23M -$47.9K -409 -2%
MJP
1550
Michael J. Puzo
$2.23M -$23.4K -200 -1%