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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
2351
Verus Capital Partners
Arizona
$604K +$132K +1,228 +26%
CWM
2352
Concentric Wealth Management
California
$603K -$2.91K -27 -0.5%
LT
2353
Legacy Trust
Michigan
$603K
USB
2354
Union Savings Bank
Connecticut
$602K +$47K +436 +8%
WP
2355
Westmount Partners
California
$601K -$1.4K -13 -0.2%
CFO
2356
Collective Family Office
Pennsylvania
$601K -$60.5K -561 -9%
EWS
2357
Evergreen Wealth Solutions
Pennsylvania
$600K -$34.5K -320 -5%
WTFG
2358
Wells Trecaso Financial Group
Ohio
$600K
SMH
2359
Sanders Morris Harris
Texas
$599K
THWM
2360
Taylor Hoffman Wealth Management
Virginia
$599K
TP
2361
Tranquility Partners
Tennessee
$596K +$33.2K +308 +6%
SFS
2362
Summit Financial Strategies
Ohio
$596K -$40K -371 -6%
UOC
2363
UBS O'Connor
Illinois
$596K
AC
2364
Addison Capital
Pennsylvania
$596K +$31.9K +296 +5%
VC
2365
Veracity Capital
Georgia
$596K -$1.12M -10,350 -64%
TPWA
2366
TRUE Private Wealth Advisors
Oregon
$594K +$14.3K +133 +2%
SWIG
2367
Strategic Wealth Investment Group
Kentucky
$594K -$19K -176 -3%
CAM
2368
Campion Asset Management
Virginia
$593K
TFGT
2369
TS Financial Group (TSFG)
Illinois
$592K +$10.9K +101 +2%
ACM
2370
Ategra Capital Management
Virginia
$590K -$73.5K -682 -11%
SIS
2371
Sound Income Strategies
Florida
$589K +$970 +9 +0.2%
EFG
2372
Ethos Financial Group
Pennsylvania
$588K +$188K +1,746 +44%
KC
2373
Kingfisher Capital
North Carolina
$588K +$323 +3 +0.1%
ACM
2374
Alethea Capital Management
Washington
$587K -$281K -2,609 -31%
FIM
2375
FWL Investment Management
Texas
$585K -$267K -2,479 -30%