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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1926
Relyea Zuckerberg Hanson
Connecticut
$989K -$73.8K -790 -7%
OCM
1927
Orion Capital Management
California
$986K +$498K +5,334 +94%
FGP
1928
Freestone Grove Partners
California
$985K +$1.02M +10,977 New
BWA
1929
Blodgett Wealth Advisors
California
$985K -$301K -3,224 -23%
GWA
1930
Gratus Wealth Advisors
Virginia
$985K -$558K -5,980 -35%
CFO
1931
CVA Family Office
Colorado
$983K -$6.63K -71 -0.6%
RWP
1932
Ridgecrest Wealth Partners
California
$978K +$46.8K +501 +5%
ECA
1933
Elevated Capital Advisors
Utah
$976K +$80.9K +866 +9%
LD
1934
Lipe & Dalton
New York
$975K -$65.1K -697 -6%
MFC
1935
Mechanics Financial Corp
Ohio
$973K
LC
1936
Lavaca Capital
Texas
$972K -$36.5K -391 -3%
AI
1937
Accredited Investors
Minnesota
$970K -$89.4K -958 -8%
WE
1938
Wealth Effects
Massachusetts
$968K +$4.67K +50 +0.5%
FWM
1939
Forza Wealth Management
Florida
$966K +$12.9K +138 +1%
WW
1940
Winnow Wealth
Texas
$965K +$127K +1,356 +14%
HP
1941
Hilltop Partners
Indiana
$964K +$57.6K +617 +6%
TFIPS
1942
Towarzystwo Funduszy Inwestycyjnych PZU SA
$963K +$3.73K +40 +0.4%
GFA
1943
Gallagher Fiduciary Advisors
Illinois
$962K +$35.5K +380 +4%
LGA
1944
Lebenthal Global Advisors
New York
$961K -$853K -9,135 -46%
SSA
1945
Sierra Summit Advisors
Nevada
$958K +$140K +1,499 +16%
AA
1946
Apriem Advisors
California
$958K -$53.2K -570 -5%
VST
1947
Van Strum & Towne
California
$958K +$222K +2,375 +29%
RTC
1948
Riverview Trust Company
Washington
$956K -$372K -3,989 -27%
PWA
1949
Providence Wealth Advisors
Illinois
$956K +$57.6K +617 +6%
ONST
1950
Old North State Trust
North Carolina
$954K