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Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1551
Pacific Wealth Strategies Group
California
$1.34M -$59.7K -749 -4%
AA
1552
Argent Advisors
Louisiana
$1.34M +$12.4K +156 +0.9%
AWE
1553
Avidian Wealth Enterprises
Texas
$1.34M +$267K +3,353 +24%
JWM
1554
Jupiter Wealth Management
Colorado
$1.34M -$279K -3,500 -17%
WIS
1555
Wright Investors Service
Connecticut
$1.34M +$82K +1,030 +6%
EFA
1556
Evernest Financial Advisors
Indiana
$1.34M +$849K +10,661 New
CIM
1557
CIM Investment Management
Pennsylvania
$1.33M -$24.6K -309 -2%
AT
1558
American Trust
Kentucky
$1.33M +$1.38M +17,362 New
CGA
1559
Crescent Grove Advisors
Illinois
$1.33M +$35.2K +442 +3%
QPWM
1560
Quadrant Private Wealth Management
Pennsylvania
$1.33M +$5.1K +64 +0.4%
DCM
1561
Davidson Capital Management
Texas
$1.33M +$56.3K +707 +4%
CCM
1562
Cribstone Capital Management
Maine
$1.33M +$67.5K +848 +5%
EN1L
1563
Engine No 1 LLC
California
$1.33M +$292K +3,661 +27%
BLC
1564
Brown, Lisle/Cummings
Rhode Island
$1.32M +$1.37M +17,249 New
MSFS
1565
Main Street Financial Solutions
Pennsylvania
$1.32M +$16.5K +207 +1%
MCM
1566
Maple Capital Management
Vermont
$1.32M -$18K -226 -1%
CFA
1567
Camarda Financial Advisors
Florida
$1.32M +$84.8K +1,065 +7%
AT
1568
Arvest Trust
Oklahoma
$1.32M +$1.37M +17,188 New
LSAG
1569
Lake Street Advisors Group
New Hampshire
$1.31M -$26.8K -337 -2%
AL
1570
Aspiriant LLC
California
$1.31M +$195K +2,446 +17%
KCPG
1571
Kavar Capital Partners Group
Kansas
$1.31M -$45K -565 -3%
BEC
1572
Blue Edge Capital
Virginia
$1.31M
BP
1573
BBR Partners
New York
$1.3M -$106K -1,333 -7%
JIC
1574
Joel Isaacson & Co
New York
$1.3M -$17.4K -218 -1%
HI
1575
Hendershot Investments
Virginia
$1.29M +$717K +8,996 +114%