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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1851
RGT Wealth Advisors
Texas
$316K -$12.2K -91 -4%
COCM
1852
Charter Oak Capital Management
New Hampshire
$315K +$269 +2 +0.1%
PWMAG
1853
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$5.52K +41 +2%
Members Trust
1854
Members Trust
Florida
$315K +$33.6K +250 +14%
HDIM
1855
Hanson & Doremus Investment Management
Vermont
$315K +$182K +1,356 +117%
CAN
1856
Claraphi Advisory Network
United States
$314K -$40.5K -301 -13%
BAS
1857
Brown Advisory Securities
Maryland
$313K
HZ
1858
Hixon Zuercher
Ohio
$313K
BOPW
1859
Brandywine Oak Private Wealth
Pennsylvania
$313K +$273K +2,027 New
FM
1860
Foster & Motley
Ohio
$312K +$67.3K +500 +33%
PP
1861
PrairieView Partners
Minnesota
$311K -$26.6K -198 -9%
PMAS
1862
PNC Managed Account Solutions
Texas
$311K +$271K +2,011 New
WGAM
1863
Wilkinson Global Asset Management
New York
$309K -$108K -800 -29%
EDRIA
1864
Edmonds Duncan Registered Investment Advisors
Kansas
$309K
VW
1865
Vantage Wealth
California
$309K
CWS
1866
Cypress Wealth Services
California
$307K -$150K -1,112 -36%
FP
1867
Foundry Partners
Minnesota
$307K
TWM
1868
TriaGen Wealth Management
California
$305K -$497K -3,695 -67%
PCWA
1869
Pacific Capital Wealth Advisors
California
$304K
NB
1870
Northwest Bancshares
Pennsylvania
$304K +$39.3K +292 +17%
CIA
1871
Compass Ion Advisors
Pennsylvania
$303K +$4.98K +37 +2%
PWMG
1872
Prestige Wealth Management Group
New Jersey
$303K +$8.88K +66 +3%
APG
1873
Abacus Planning Group
South Carolina
$302K +$3.36K +25 +1%
PD
1874
Planning Directions
Pennsylvania
$301K +$13.5K +100 +5%
APWM
1875
Atlas Private Wealth Management
New York
$300K -$13.3K -99 -5%