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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1851
Aevitas Wealth Management
Massachusetts
$629K +$45.6K +1,302 +8%
ACWM
1852
Adams Chetwood Wealth Management
North Carolina
$628K
SLF
1853
Sun Life Financial
Ontario, Canada
$623K -$79.3K -2,262 -11%
TCOK
1854
Trust Company of Kansas
Kansas
$623K +$377K +10,744 +150%
HFG
1855
Heron Financial Group
New York
$622K -$67.8K -1,934 -10%
CPA
1856
Capital Planning Advisors
California
$622K -$46.1K -1,315 -7%
OL
1857
Optas LLC
Texas
$622K +$231K +6,578 +58%
W
1858
WealthStone
Ohio
$622K +$626K +17,867 New
AIC
1859
Ameritas Investment Company
Nebraska
$621K
HPC
1860
Hobart Private Capital
North Carolina
$621K -$562K -16,037 -47%
LI
1861
Lafayette Investments
Maryland
$619K +$15K +427 +2%
EWM
1862
Elmwood Wealth Management
California
$614K
UF
1863
Univest Financial
Pennsylvania
$613K +$6.49K +185 +1%
KJWM
1864
Kiley Juergens Wealth Management
Washington
$612K -$243K -6,918 -28%
CG
1865
Corundum Group
Colorado
$612K +$27.2K +776 +5%
PG
1866
Proffitt & Goodson
Tennessee
$610K +$85.9K +2,450 +16%
SW
1867
SteelPeak Wealth
California
$608K -$5.56M -158,675 -90%
XS
1868
XR Securities
Illinois
$608K +$301K +8,599 +97%
HC
1869
HNP Capital
New York
$607K +$10.2K +290 +2%
IFG
1870
Investors Financial Group
Minnesota
$605K +$19.5K +557 +3%
AIP
1871
Almanack Investment Partners
Pennsylvania
$605K +$132K +3,754 +30%
IMC Chicago
1872
IMC Chicago
Illinois
$605K +$609K +17,371 New
SM
1873
Sciencast Management
New Jersey
$604K +$606K +17,286 New
TFS
1874
Thoroughbred Financial Services
Tennessee
$602K -$35.6K -1,014 -6%
PAG
1875
Private Advisory Group
Washington
$602K +$54.8K +1,562 +10%