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Name Holding Trade Value Shares
Change
Change in
Stake
CWMA
976
Capstone Wealth Management (Alabama)
Alabama
$407K +$2.04K +9 +0.5%
MW
977
MBL Wealth
North Carolina
$406K +$22.6K +100 +6%
PMAM
978
Picton Mahoney Asset Management
Ontario, Canada
$406K +$412K +1,822 New
VCP
979
Vista Capital Partners
Oregon
$405K +$14.3K +63 +4%
APA
980
Astoria Portfolio Advisors
New York
$402K -$3.4K -15 -0.8%
WF
981
Wayfinding Financial
Washington
$402K +$4.75K +21 +1%
PWA
982
Prairie Wealth Advisors
Nebraska
$401K – – –
BMC
983
Beaton Management Company
Massachusetts
$401K – – –
GIA
984
Guyasuta Investment Advisors
Pennsylvania
$401K – – –
WAP
985
Wealthcare Advisory Partners
Pennsylvania
$401K -$752K -3,322 -65%
PP
986
PDS Planning
Ohio
$399K – – –
GIM
987
Generali Investments Management
Slovenia
$399K +$112K +494 +38%
BHBT
988
Burke & Herbert Bank & Trust
Virginia
$398K – – –
C
989
Certuity
Florida
$392K -$16.3K -72 -4%
DWS
990
Discipline Wealth Solutions
South Carolina
$391K +$2.94K +13 +0.7%
QI
991
Qtron Investments
Massachusetts
$390K – – –
FCP
992
Fidelis Capital Partners
Florida
$389K +$905 +4 +0.2%
CC
993
Courier Capital
New York
$389K – – –
VRM
994
Vectors Research Management
New York
$389K – – –
PI
995
PFG Investments
New York
$385K +$13.6K +60 +4%
B
996
Bailard
California
$384K – – –
OPA
997
Old Port Advisors
Maine
$379K -$37.6K -166 -9%
LIA
998
LBMC Investment Advisors
Tennessee
$379K – – –
SB
999
Strategic Blueprint
Georgia
$378K +$12K +53 +3%
PP
1000
Patten & Patten
Tennessee
$375K -$2.94K -13 -0.8%