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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1351
Canvas Wealth Advisors
Kansas
$1.95M -$59.6K -3,720 -4%
SVWAG
1352
Sound View Wealth Advisors Group
Georgia
$1.94M -$286K -17,840 -16%
SCM
1353
Stonebridge Capital Management
California
$1.94M
PFM
1354
Patton Fund Management
Texas
$1.93M +$85.3K +5,320 +6%
CST
1355
Charles Schwab Trust
Nevada
$1.93M +$85.3K +5,320 +6%
HCM
1356
Howland Capital Management
Massachusetts
$1.93M +$16K +1,000 +1%
MP
1357
McDonald Partners
Ohio
$1.92M -$186K -11,600 -11%
RI
1358
Redwood Investments
Massachusetts
$1.92M
BCM
1359
Barometer Capital Management
Ontario, Canada
$1.92M +$6.15M +383,800 New
CWM
1360
Circle Wealth Management
New Jersey
$1.9M +$17.3K +1,080 +1%
JWM
1361
Jeppson Wealth Management
California
$1.9M -$57.1K -3,560 -4%
NDSI
1362
Newman Dignan & Sheerar Inc
Rhode Island
$1.9M +$9.62K +600 +0.6%
DL
1363
DOHJ LLC
Washington
$1.9M -$174K -10,880 -10%
PWMAG
1364
Pinnacle Wealth Management Advisory Group
New Jersey
$1.89M +$1.28K +80 +0.1%
CPWA
1365
Cerro Pacific Wealth Advisors
California
$1.88M +$1.5M +93,760 New
RWB
1366
RMR Wealth Builders
New Jersey
$1.87M -$655K -40,840 -30%
BFS
1367
Bradley Foster & Sargent
Connecticut
$1.87M +$5.77K +360 +0.4%
IWA
1368
Intercontinental Wealth Advisors
Texas
$1.86M +$62.2K +3,880 +4%
JAG
1369
Journey Advisory Group
Kentucky
$1.85M +$45.5K +2,840 +3%
GWM
1370
GSB Wealth Management
Connecticut
$1.85M +$57.7K +3,600 +4%
RCA
1371
Ranch Capital Advisors
Florida
$1.85M +$291K +18,160 +24%
LC
1372
Lindbrook Capital
California
$1.85M +$43.6K +2,720 +3%
PGWM
1373
Parisi Gray Wealth Management
New Jersey
$1.85M +$62.2K +3,880 +4%
MWM
1374
MinichMacGregor Wealth Management
New York
$1.85M -$201K -12,560 -12%
HPWM
1375
Highland Private Wealth Management
Washington
$1.85M +$62.2K +3,880 +4%