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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1451
Vicus Capital
Pennsylvania
$306K +$305K +2,010 New
Wedge Capital Management
1452
Wedge Capital Management
North Carolina
$306K +$3.79K +25 +1%
RPWA
1453
Regent Peak Wealth Advisors
Georgia
$305K +$11.4K +75 +4%
JC
1454
Jacobs & Co
California
$304K – – –
TWM
1455
Trueblood Wealth Management
Ohio
$303K -$5.3K -35 -2%
EFS
1456
Essex Financial Services
Connecticut
$303K +$33.3K +220 +12%
Smith Salley Wealth Management
1457
Smith Salley Wealth Management
North Carolina
$302K +$300K +1,980 New
LEA
1458
Legacy Edge Advisors
New York
$300K +$15.2K +100 +5%
TWM
1459
Thrive Wealth Management
Pennsylvania
$297K +$21.2K +140 +8%
AGM
1460
Alpine Global Management
New York
$297K +$295K +1,950 New
HNB
1461
Hilltop National Bank
Wyoming
$297K +$295K +1,945 New
Glenview Trust
1462
Glenview Trust
Kentucky
$296K – – –
NRC
1463
New Republic Capital
North Carolina
$295K -$52.3K -345 -15%
TPWA
1464
Twin Peaks Wealth Advisors
California
$295K -$24.2K -160 -8%
RWM
1465
RKL Wealth Management
Pennsylvania
$295K +$4.54K +30 +2%
TP
1466
Tranquility Partners
Tennessee
$295K +$6.06K +40 +2%
SW
1467
SlateStone Wealth
Florida
$295K +$13.6K +90 +5%
LOIM
1468
Liberty One Investment Management
Illinois
$294K +$23.5K +155 +9%
FFWA
1469
FRG Family Wealth Advisors
Washington
$294K – – –
PIA
1470
Powell Investment Advisors
Florida
$294K – – –
SC
1471
Summa Corp
Texas
$293K -$117K -775 -29%
TPWA
1472
TRUE Private Wealth Advisors
Oregon
$293K -$3.03K -20 -1%
CFA
1473
Cahill Financial Advisors
Minnesota
$290K -$168K -1,110 -37%
KIG
1474
Kowal Investment Group
Wisconsin
$290K +$2.27K +15 +0.8%
AG
1475
Ascent Group
Virginia
$289K +$4.54K +30 +2%