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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1751
Washington Trust Advisors
Massachusetts
$972K +$1.01M +12,693 New
AWP
1752
Ascent Wealth Partners
New York
$971K +$110K +1,377 +12%
CWAG
1753
Compton Wealth Advisory Group
Virginia
$966K +$14.7K +184 +1%
EI
1754
Ellevest Inc
New York
$962K -$33.6K -422 -3%
PWPS
1755
Pinnacle Wealth Planning Services
Ohio
$962K +$151K +1,901 +18%
LFM
1756
Lumina Fund Management
New York
$958K
LI
1757
Lafayette Investments
Maryland
$957K +$79.6K +1,000 +9%
WP
1758
WealthPLAN Partners
Nebraska
$955K +$15.2K +191 +2%
MAWCM
1759
Mine & Arao Wealth Creation & Management
California
$955K +$25.7K +323 +3%
PFS
1760
Physicians Financial Services
North Carolina
$954K -$25.9K -325 -3%
BBNA
1761
Bremer Bank National Association
Minnesota
$952K -$48.3K -606 -5%
WFM
1762
Wolff Financial Management
Michigan
$951K
FMTCOCP
1763
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$950K
PFM
1764
Parsec Financial Management
North Carolina
$950K
A
1765
Astrantus
Cyprus
$949K +$987K +12,388 New
SF
1766
Summit Financial
New Jersey
$947K +$7.65K +96 +0.8%
MSU
1767
Mizuho Securities USA
New York
$947K -$91.8K -1,152 -9%
TCM
1768
Telos Capital Management
California
$946K -$2.09M -26,275 -68%
CCP
1769
Clarkston Capital Partners
Michigan
$942K +$979K +12,291 New
LCM
1770
Linker Capital Management
Kentucky
$941K +$978K +12,284 New
KC
1771
Knuff & Co
California
$940K -$39.8K -500 -4%
PC
1772
Port Capital
Illinois
$938K +$1.51K +19 +0.2%
GC
1773
Gilbert & Cook
Iowa
$934K +$340K +4,269 +54%
SI
1774
Scharf Investments
California
$933K +$427K +5,365 +79%
HWM
1775
Hemington Wealth Management
Virginia
$931K -$58K -728 -6%