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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
401
Creative Capital Management Investments
California
$2.21K +$2.02K +20 New
BCV
402
Banque Cantonale Vaudoise
Switzerland
$2.18K -$146K -1,446 -7%
MCM
403
Manchester Capital Management
Vermont
$2.1K – – –
BBHC
404
Brown Brothers Harriman & Co
New York
$1.99K – – –
SWM
405
SHP Wealth Management
Massachusetts
$1.32K -$506 -5 -29%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$1.22K – – –
DPW
407
DiNuzzo Private Wealth
Pennsylvania
$1.22K – – –
BHWM
408
Bay Harbor Wealth Management
Maryland
$1.22K +$405 +4 +57%
AFG
409
Albion Financial Group
Utah
$994 – – –
HIA
410
HFM Investment Advisors
New Jersey
$994 +$303 +3 +50%
RWM
411
Rialto Wealth Management
New York
$884 +$202 +2 +33%
SWP
412
Strategic Wealth Partners
Ohio
$883 – – –
PWMG
413
Private Wealth Management Group
New Jersey
$663 – – –
CSC
414
Caldwell Sutter Capital
California
$662 – – –
CH
415
Cromwell Holdings
Wyoming
$662 – – –
TM
416
Torren Management
California
$563 – – –
MCM
417
MV Capital Management
Maryland
$553 -$101 -1 -17%
SC
418
SouthState Corp
Florida
$553 – – –
AWM
419
Activest Wealth Management
Florida
$552 – – –
CFM
420
Cornerstone Financial Management
Massachusetts
$552 – – –
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$552 – – –
TCM
422
Triumph Capital Management
Colorado
$552 – – –
WWM
423
Wolff Wiese Magana
California
$451 – – –
TFA
424
Toth Financial Advisory
Virginia
$445 – – –
CA
425
CoreCap Advisors
Michigan
$442 -$101 -1 -20%