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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1551
Westwood Wealth Management
California
$728K +$737K +29,234 New
DJSG
1552
D.J. St. Germain
Massachusetts
$726K +$3.08K +122 +0.4%
FCB
1553
First County Bank
Connecticut
$726K -$123K -4,891 -14%
CPIA
1554
Cornell Pochily Investment Advisors
New York
$724K -$28K -1,111 -4%
AWA
1555
Aaron Wealth Advisors
Illinois
$723K -$287K -11,389 -28%
BWP
1556
Balboa Wealth Partners
Arizona
$723K +$12.2K +485 +2%
CT
1557
Clearstead Trust
Maine
$723K -$48.9K -1,941 -6%
CCWM
1558
Cassaday & Co Wealth Management
Virginia
$723K -$3.48K -138 -0.5%
RC
1559
Reik & Co
New York
$722K -$110K -4,343 -13%
RYIA
1560
Roehl & Yi Investment Advisors
Oregon
$720K -$123K -4,864 -13%
EW
1561
Evoke Wealth
California
$719K -$69.1K -2,740 -9%
CIG
1562
Cascade Investment Group
Colorado
$719K +$933 +37 +0.1%
BWP
1563
Baldwin Wealth Partners
Massachusetts
$719K
TWM
1564
Thrive Wealth Management
Pennsylvania
$718K -$297K -11,792 -29%
TW
1565
TritonPoint Wealth
Maryland
$717K -$77K -3,053 -10%
BCB
1566
Brian C. Broderick
$717K
ECM
1567
EagleClaw Capital Management
Massachusetts
$716K +$78.2K +3,100 +12%
AWAG
1568
ARS Wealth Advisors Group
Florida
$716K +$54.7K +2,170 +8%
CCG
1569
Chatham Capital Group
Georgia
$716K -$7.44K -295 -1%
SFO
1570
Stokes Family Office
Louisiana
$715K +$40.1K +1,589 +6%
VCM
1571
Violich Capital Management
California
$713K -$60.2K -2,387 -8%
AL
1572
Aspiriant LLC
California
$713K +$15.2K +603 +2%
BI
1573
Bramshill Investments
Florida
$713K +$722K +28,627 New
WP
1574
WealthShield Partners
North Carolina
$711K +$33.5K +1,328 +5%
FWA
1575
FSM Wealth Advisors
Ohio
$710K -$28.6K -1,135 -4%