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Name Holding Trade Value Shares
Change
Change in
Stake
CW
2451
CrossGen Wealth
North Carolina
$662K -$90.7K -786 -12%
HC
2452
Henshaw Capital
Massachusetts
$662K
TRIA
2453
Trail Ridge Investment Advisors
Colorado
$661K -$12.4K -107 -2%
HBT
2454
Hills Bank & Trust
Iowa
$661K +$129K +1,120 +26%
WFC
2455
Western Financial Corp
California
$660K +$633K +5,484 New
WCM
2456
Wedge Capital Management
North Carolina
$658K +$57.4K +497 +10%
FTC
2457
Farmers Trust Company
Ohio
$658K -$33.7K -292 -5%
CWWM
2458
Clear Wave Wealth Management
New Jersey
$657K +$631K +5,465 New
AW
2459
Alteri Wealth
California
$657K +$206K +1,785 +49%
ACGA
2460
Atlanta Consulting Group Advisors
Georgia
$657K +$18.5K +160 +3%
NED
2461
Nancy E. Dempze
$656K -$86.6K -750 -12%
RFA
2462
Resurgent Financial Advisors
Georgia
$656K +$202K +1,749 +47%
PWP
2463
Ponta Wealth Partners
Florida
$655K +$12.1K +105 +2%
JFA
2464
JNBA Financial Advisors
Minnesota
$654K -$34.5K -299 -5%
HBW
2465
Hazlett, Burt & Watson
West Virginia
$653K +$2.89K +25 +0.5%
HWA
2466
HHM Wealth Advisors
Tennessee
$653K -$41.8K -362 -6%
WFP
2467
Worthington Financial Partners
Ohio
$651K
ORC
2468
O'Rourke & Company
Massachusetts
$651K +$1.27K +11 +0.2%
PWM
2469
Penobscot Wealth Management
Maine
$651K -$1.96K -17 -0.3%
IF
2470
Ironwood Financial
Arizona
$649K
CAM
2471
Congress Asset Management
Massachusetts
$646K -$65.2K -565 -10%
GRWP
2472
Green Ridge Wealth Planning
New Jersey
$646K -$15.6K -135 -2%
BIM
2473
Baldwin Investment Management
Pennsylvania
$646K
SC
2474
Summa Corp
Texas
$645K
LAM
2475
LECAP Asset Management
United Kingdom
$644K +$618K +5,352 New