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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1901
NWF Advisory Services
California
$17M +$296K +1,588 +2%
EWM
1902
Elevatus Welath Management
New York
$17M +$5.57M +29,950 +49%
VCA
1903
Verdence Capital Advisors
Maryland
$17M -$1.4M -7,534 -8%
APA
1904
Astoria Portfolio Advisors
New York
$17M +$194K +1,042 +1%
ST
1905
Smithfield Trust
Pennsylvania
$16.9M +$558K +2,999 +3%
WIS
1906
Wright Investors Service
Connecticut
$16.9M -$3.47M -18,647 -17%
CWA
1907
CM Wealth Advisors
Ohio
$16.9M +$4.19M +22,487 +33%
EWM
1908
EPG Wealth Management
Georgia
$16.9M +$66.5K +357 +0.4%
CIP
1909
Convergence Investment Partners
Florida
$16.8M +$2.22M +11,952 +15%
CYG
1910
Clean Yield Group
Vermont
$16.8M -$29.2K -157 -0.2%
DJYG
1911
David J. Yvars Group
Florida
$16.8M +$197K +1,056 +1%
CWM
1912
Connecticut Wealth Management
Connecticut
$16.8M -$1.55M -8,320 -8%
BFG
1913
Beacon Financial Group
Texas
$16.8M +$46.2K +248 +0.3%
CAL
1914
Capital Analysts LLC
Pennsylvania
$16.8M +$759K +4,077 +5%
MS
1915
Maven Securities
Jersey
$16.8M +$10.7M +57,518 +177%
LHC
1916
Little House Capital
Massachusetts
$16.8M -$3.35M -18,009 -17%
BRG
1917
Bay Rivers Group
Virginia
$16.8M -$143K -770 -0.8%
CFP
1918
Cascade Financial Partners
California
$16.8M +$292K +1,571 +2%
WP
1919
Westmount Partners
California
$16.7M +$4.02M +21,618 +32%
SOAM
1920
SBI Okasan Asset Management
Japan
$16.7M +$16.6M +88,954 New
DCM
1921
Donaldson Capital Management
Indiana
$16.7M +$868K +4,663 +5%
RFN
1922
RDA Financial Network
Iowa
$16.7M +$75.8K +407 +0.5%
CCFCSB
1923
Cape Cod Five Cents Savings Bank
Massachusetts
$16.7M
WFA
1924
Wellspring Financial Advisors
Ohio
$16.7M +$10.1M +54,189 +163%
ATC
1925
Adirondack Trust Company
New York
$16.7M -$109K -587 -0.7%