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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2851
Foster Victor Wealth Advisors
South Carolina
$5M -$423K -3,363 -10%
BFIM
2852
Beese Fulmer Investment Management
Ohio
$4.99M +$84.3K +670 +2%
PHM
2853
Prospect Hill Management
New Jersey
$4.98M -$47.2K -375 -1%
WA
2854
Wealth Architects
California
$4.97M +$66.7K +530 +2%
RW
2855
Rede Wealth
Virginia
$4.96M +$23.4K +186 +0.6%
NIA
2856
NIA Impact Advisors
California
$4.96M -$690K -5,483 -15%
FFG
2857
Frisch Financial Group
New York
$4.95M +$296K +2,350 +8%
PWP
2858
Prasad Wealth Partners
Ohio
$4.95M -$69.8K -555 -2%
BF
2859
Brucke Financial
Indiana
$4.94M -$274K -2,176 -7%
AHIA
2860
Andrew Hill Investment Advisors
Florida
$4.93M +$3.17M +25,219 +420%
IA
2861
IFG Advisors
Missouri
$4.93M +$551K +4,376 +16%
AI
2862
Atom Investors
Texas
$4.93M
RW
2863
RVW Wealth
California
$4.92M -$404K -3,212 -9%
SIC
2864
Samalin Investment Counsel
New York
$4.92M +$89.7K +713 +2%
PCH
2865
PGIM Custom Harvest
New Jersey
$4.91M -$289K -2,296 -7%
CA
2866
Crewe Advisors
Utah
$4.91M -$21.2M -168,404 -84%
VAM
2867
Vienna Asset Management
California
$4.91M -$1.68M -13,375 -30%
ABWM
2868
Alpine Bank Wealth Management
Colorado
$4.9M -$19.1K -152 -0.5%
AIC
2869
Argus Investors Counsel
New York
$4.9M +$2.77K +22 +0.1%
CAGAS
2870
Capital Advisory Group Advisory Services
Minnesota
$4.9M -$70K -556 -2%
BAG
2871
Bridgewealth Advisory Group
California
$4.9M +$3.9M +30,983 New
AHL
2872
Abel Hall LLC
Louisiana
$4.89M +$824K +6,547 +27%
SCM
2873
Saxony Capital Management
Missouri
$4.89M +$217K +1,725 +6%
FUBT
2874
First United Bank & Trust
Maryland
$4.88M -$219K -1,740 -5%
FF
2875
Farrow Financial
Vermont
$4.88M -$382K -3,034 -9%