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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Chesapeake Wealth Management
Virginia
$2.2M +$25.4K +206 +1%
MA
1702
MCF Advisors
Kentucky
$2.2M +$99.5K +807 +5%
AIM
1703
Acropolis Investment Management
Missouri
$2.2M +$1.85K +15 +0.1%
EI
1704
Ellevest Inc
New York
$2.19M +$24.2K +196 +1%
AA
1705
Argent Advisors
Louisiana
$2.19M -$12.3K -100 -0.6%
CVA
1706
Central Valley Advisors
California
$2.19M +$89K +722 +5%
PWG
1707
Portside Wealth Group
Utah
$2.19M -$149K -1,211 -7%
NCM
1708
NCM Capital Management
New Jersey
$2.18M
CW
1709
CreativeOne Wealth
Kansas
$2.18M +$957K +7,765 +88%
GLLW
1710
Graves Light Lenhart Wealth
Virginia
$2.18M -$14.3K -116 -0.7%
BHBT
1711
Burke & Herbert Bank & Trust
Virginia
$2.18M -$127K -1,028 -6%
NHC
1712
Nicholas Hoffman & Company
Georgia
$2.18M -$28.8K -234 -1%
WDG
1713
Wealth Dimensions Group
Ohio
$2.17M -$52.5K -426 -3%
FFA
1714
Farther Finance Advisors
California
$2.17M +$253K +2,054 +14%
CAMG
1715
CWA Asset Management Group
Florida
$2.17M +$157K +1,275 +8%
AB
1716
Atlas Brown
Kentucky
$2.17M +$116K +939 +6%
PGIM
1717
Pacific Global Investment Management
California
$2.17M -$203K -1,643 -9%
TCWM
1718
Total Clarity Wealth Management
Illinois
$2.17M +$14.1K +114 +0.7%
WFI
1719
West Family Investments
California
$2.17M +$58.4K +474 +3%
WA
1720
Wealth Alliance
New York
$2.16M +$13.9K +113 +0.7%
HNWAG
1721
High Net Worth Advisory Group
Florida
$2.16M +$3.08K +25 +0.2%
FWA
1722
FOCUS Wealth Advisors
Texas
$2.16M +$579K +4,695 +40%
GTAM
1723
Global Trust Asset Management
Florida
$2.15M -$57.8K -469 -3%
NCM
1724
Northwest Capital Management
Oregon
$2.15M +$986 +8 +0%
HI
1725
Handelsinvest Investeringsforvaltning
Denmark
$2.15M -$363K -2,943 -15%