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Name Holding Trade Value Shares
Change
Change in
Stake
PC
2851
Pecaut & Co
Iowa
$2.9M -$492K -4,163 -15%
BCM
2852
BluePath Capital Management
Georgia
$2.9M -$59.8K -506 -2%
WCG
2853
Weaver Consulting Group
California
$2.89M +$114K +963 +4%
WA
2854
Westfuller Advisors
New York
$2.89M +$2.82M +23,834 New
WA
2855
Waddell & Associates
Tennessee
$2.89M +$44.2K +374 +2%
PAWA
2856
Palo Alto Wealth Advisors
California
$2.89M +$757K +6,410 +47%
WFS
2857
WealthGarden F.S.
California
$2.89M +$55.2K +467 +2%
PBO
2858
Peoples Bank (Ohio)
Ohio
$2.89M +$284K +2,404 +11%
MAM
2859
Madison Asset Management
Wisconsin
$2.88M -$9.33K -79 -0.3%
MFP
2860
Meridian Financial Partners
Virginia
$2.86M +$204K +1,723 +8%
RA
2861
Riversedge Advisors
Delaware
$2.86M -$14.9K -126 -0.5%
EI
2862
Ellevest Inc
New York
$2.86M +$236K +2,001 +9%
TSW
2863
Three Seasons Wealth
Utah
$2.86M -$467K -3,956 -14%
RFN
2864
Redwood Financial Network
Ohio
$2.86M -$86.8K -735 -3%
HI
2865
Hudock Inc
Pennsylvania
$2.86M +$37.4K +317 +1%
CST
2866
Charles Schwab Trust
Nevada
$2.85M +$287K +2,431 +12%
SCM
2867
Sandler Capital Management
New York
$2.85M +$2.78M +23,500 New
SFA
2868
Source Financial Advisors
New York
$2.85M +$191K +1,618 +7%
CFIA
2869
Cantor Fitzgerald Investment Advisors
New York
$2.84M +$2.76M +23,358 New
SIAG
2870
Safeguard Investment Advisory Group
California
$2.83M +$253K +2,141 +10%
MGWM
2871
Marks Group Wealth Management
Minnesota
$2.83M +$238K +2,017 +9%
AWM
2872
Aprio Wealth Management
Georgia
$2.83M +$178K +1,510 +7%
OFW
2873
Omnia Family Wealth
Florida
$2.83M +$374K +3,164 +16%
HCP
2874
Holt Capital Partners
Texas
$2.83M +$47.2K +400 +2%
NPFS
2875
Novak & Powell Financial Services
Florida
$2.83M +$34.6K +293 +1%