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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1101
Berkshire Asset Management
Pennsylvania
$309K
FTA
1102
Financial & Tax Architects
Missouri
$309K
CCA
1103
Corps Capital Advisors
Texas
$308K +$268K +3,316 New
PSP
1104
Principal Street Partners
Tennessee
$308K
CWM
1105
Circle Wealth Management
New Jersey
$305K -$156K -1,928 -37%
RP
1106
Riverbridge Partners
Minnesota
$305K
CFG
1107
Certior Financial Group
Pennsylvania
$302K +$16.6K +206 +7%
TCM
1108
Tandem Capital Management
New Jersey
$302K
CG
1109
Clarus Group
Texas
$301K +$646 +8 +0.2%
FFA
1110
Founders Financial Alliance
North Carolina
$299K +$260K +3,216 New
WWM
1111
Western Wealth Management
Colorado
$299K -$21K -260 -7%
CI
1112
Corient IA
Florida
$298K
SIA
1113
SeaBridge Investment Advisors
New Jersey
$298K
SIG
1114
Sargent Investment Group
Maryland
$298K +$20.2K +250 +8%
GLLW
1115
Graves Light Lenhart Wealth
Virginia
$297K
CV
1116
Counterweight Ventures
North Carolina
$295K
CW
1117
CreativeOne Wealth
Kansas
$295K -$351K -4,348 -58%
WTA
1118
Washington Trust Advisors
Massachusetts
$294K
GIP
1119
Granite Investment Partners
California
$294K -$97K -1,200 -28%
EBSAM
1120
Eubel Brady & Suttman Asset Management
Ohio
$293K
PFSC
1121
Peoples Financial Services Corp
Pennsylvania
$293K
SWA
1122
Sax Wealth Advisors
New Jersey
$292K -$404 -5 -0.1%
LA
1123
LVW Advisors
New York
$292K +$254K +3,142 New
MCM
1124
M1 Capital Management
Michigan
$291K
ZI
1125
ZEGA Investments
Florida
$291K -$1.05K -13 -0.4%