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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1851
WNY Asset Management
New York
$705K +$18.4K +248 +3%
OIA
1852
Optimum Investment Advisors
Illinois
$704K -$189K -2,547 -22%
PCG
1853
Private Capital Group
Connecticut
$701K -$818 -11 -0.1%
HAIM
1854
Hunter Associates Investment Management
Pennsylvania
$700K -$1.67M -22,489 -71%
RWB
1855
RMR Wealth Builders
New Jersey
$699K -$365K -4,902 -35%
TF
1856
TLWM Financial
Texas
$699K -$16.8K -226 -2%
RIS
1857
Retirement Income Solutions
Michigan
$698K -$41.7K -560 -6%
SWA
1858
SOA Wealth Advisors
New York
$696K -$14.2K -191 -2%
ATC
1859
Adirondack Trust Company
New York
$696K -$11.3K -152 -2%
DS
1860
DRW Securities
Illinois
$696K +$666K +8,951 New
TPWA
1861
TRUE Private Wealth Advisors
Oregon
$693K -$200K -2,693 -23%
AWMT
1862
AAFMAA Wealth Management & Trust
North Carolina
$692K -$36.8K -495 -5%
VFA
1863
Voya Financial Advisors
Connecticut
$691K -$4.23M -56,900 -86%
MFG
1864
MidWestOne Financial Group
Iowa
$691K -$25.7K -346 -4%
PBO
1865
Peoples Bank (Ohio)
Ohio
$689K -$29.6K -398 -4%
AWP
1866
Ascent Wealth Partners
New York
$689K +$659K +8,860 New
QI
1867
Qtron Investments
Massachusetts
$685K -$31.5K -423 -5%
FPF
1868
First Pacific Financial
Washington
$685K +$67K +901 +11%
MA
1869
MCF Advisors
Kentucky
$684K +$152K +2,044 +30%
ESCM
1870
Echo Street Capital Management
New York
$684K +$654K +8,793 New
SXL
1871
Summit X LLC
Missouri
$683K -$40K -538 -6%
ISWM
1872
Independent Solutions Wealth Management
New York
$680K +$372K +4,997 +133%
CQS
1873
Credential Qtrade Securities
$680K +$167K +2,250 +35%
BC
1874
Belmont Capital
California
$679K -$31.2K -419 -5%
APA
1875
Allegiant Private Advisors
Florida
$673K +$33K +443 +5%