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Name Holding Trade Value Shares
Change
Change in
Stake
MHC
2226
May Hill Capital
Massachusetts
$938K -$1.17K -10 -0.1%
RPWA
2227
Regent Peak Wealth Advisors
Georgia
$938K +$12.6K +108 +2%
UAML
2228
US Asset Management LLC
Pennsylvania
$935K – – –
GWI
2229
Grace & White Inc
New York
$934K – – –
VWM
2230
Vigilare Wealth Management
Arizona
$934K +$642K +5,482 +307%
AGP
2231
Autumn Glory Partners
Texas
$932K -$231K -1,971 -21%
PC
2232
Port Capital
Illinois
$931K -$30.6K -261 -3%
SEIA
2233
Signature Estate & Investment Advisors
California
$929K +$70.2K +600 +9%
BST
2234
Bath Savings Trust
Maine
$929K +$175K +1,494 +26%
IP
2235
Ignite Planners
California
$929K +$43.1K +368 +5%
SWM
2236
Sendero Wealth Management
Texas
$928K +$279K +2,380 +49%
CCS
2237
Concentric Capital Strategies
Connecticut
$927K +$436K +3,725 +107%
MEAC
2238
M.E. Allison & Co
Texas
$926K +$6.91K +59 +0.8%
WI
2239
WrapManager Inc
California
$923K -$7.96K -68 -0.9%
SWMP
2240
Signature Wealth Management Partners
New Jersey
$923K +$117 +1 +0%
AIA
2241
Affinity Investment Advisors
California
$922K +$3.16K +27 +0.4%
SAM
2242
Simplify Asset Management
Nevada
$921K +$72.9K +623 +10%
CM
2243
Cercano Management
Washington
$920K – – –
AFW
2244
Avantra Family Wealth
Pennsylvania
$920K +$191K +1,633 +30%
RBWA
2245
RFG - Bristol Wealth Advisors
Massachusetts
$919K +$15.8K +135 +2%
RWS
2246
Resolute Wealth Strategies
Mississippi
$918K +$8.08K +69 +1%
FFIC
2247
First Fiduciary Investment Counsel
Ohio
$915K +$105K +900 +14%
BFA
2248
Beacon Financial Advisory
Ohio
$915K +$57.2K +489 +7%
TA
2249
TrueWealth Advisors
Alabama
$913K +$61.5K +525 +8%
BPW
2250
Bingham Private Wealth
California
$913K +$130K +1,114 +19%