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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1851
Carolinas Wealth Consulting
North Carolina
$322K +$33.4K +248 +14%
CFO
1852
CVA Family Office
Colorado
$319K +$125K +927 +81%
RWA
1853
RGT Wealth Advisors
Texas
$316K -$12.2K -91 -4%
COCM
1854
Charter Oak Capital Management
New Hampshire
$315K +$269 +2 +0.1%
PWMAG
1855
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$5.52K +41 +2%
Members Trust
1856
Members Trust
Florida
$315K +$33.6K +250 +14%
HDIM
1857
Hanson & Doremus Investment Management
Vermont
$315K +$182K +1,356 +117%
CAN
1858
Claraphi Advisory Network
United States
$314K -$40.5K -301 -13%
BAS
1859
Brown Advisory Securities
Maryland
$313K – – –
HZ
1860
Hixon Zuercher
Ohio
$313K – – –
BOPW
1861
Brandywine Oak Private Wealth
Pennsylvania
$313K +$273K +2,027 New
FM
1862
Foster & Motley
Ohio
$312K +$67.3K +500 +33%
PP
1863
PrairieView Partners
Minnesota
$311K -$26.6K -198 -9%
PMAS
1864
PNC Managed Account Solutions
Texas
$311K +$271K +2,011 New
WGAM
1865
Wilkinson Global Asset Management
New York
$309K -$108K -800 -29%
EDRIA
1866
Edmonds Duncan Registered Investment Advisors
Kansas
$309K – – –
VW
1867
Vantage Wealth
California
$309K – – –
CWS
1868
Cypress Wealth Services
California
$307K -$150K -1,112 -36%
FP
1869
Foundry Partners
Minnesota
$307K – – –
TWM
1870
TriaGen Wealth Management
California
$305K -$497K -3,695 -67%
PCWA
1871
Pacific Capital Wealth Advisors
California
$304K – – –
NB
1872
Northwest Bancshares
Pennsylvania
$304K +$39.3K +292 +17%
CIA
1873
Compass Ion Advisors
Pennsylvania
$303K +$4.98K +37 +2%
PWMG
1874
Prestige Wealth Management Group
New Jersey
$303K +$8.88K +66 +3%
APG
1875
Abacus Planning Group
South Carolina
$302K +$3.36K +25 +1%