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Name Holding Trade Value Shares
Change
Change in
Stake
TNA
926
True North Advisors
Texas
$324K +$12K +80 +3%
SOW
927
State of Wyoming
Wyoming
$323K -$246K -1,640 -41%
VWA
928
Visionary Wealth Advisors
Illinois
$323K +$15K +100 +4%
CB
929
CNB Bank
Pennsylvania
$320K +$34.5K +230 +11%
BFS
930
Bard Financial Services
Connecticut
$319K -$37.5K -250 -10%
RW
931
REDW Wealth
New Mexico
$319K
TPA
932
Trivium Point Advisory
Connecticut
$319K +$1.5K +10 +0.4%
FH
933
FWG Holdings
Florida
$316K +$5.99K +40 +2%
CPC
934
Congress Park Capital
New York
$312K +$21K +140 +6%
FAM
935
Fulcrum Asset Management
United Kingdom
$311K
BMCM
936
Burns Matteson Capital Management
New York
$310K -$10.5K -70 -3%
PSUF
937
People's United Financial
Connecticut
$306K +$50.9K +340 +18%
BPC
938
Banque Pictet & Cie
Switzerland
$305K
IHL
939
Investment House LLC
California
$304K
AIP
940
Almanack Investment Partners
Pennsylvania
$302K +$100K +670 +43%
PCM
941
Pennsylvania Capital Management
Pennsylvania
$302K +$318K +2,120 New
NDSI
942
Newman Dignan & Sheerar Inc
Rhode Island
$301K +$7.49K +50 +2%
ATFA
943
All Terrain Financial Advisors
Minnesota
$301K +$333K +2,220 New
DFA
944
Delta Financial Advisors
Louisiana
$300K
WA
945
Wealth Architects
California
$298K +$1.5K +10 +0.5%
EWM
946
Executive Wealth Management
Michigan
$298K +$8.99K +60 +3%
TCWM
947
Total Clarity Wealth Management
Illinois
$298K +$36K +240 +12%
IC
948
Inscription Capital
Texas
$296K +$327K +2,180 New
SEP
949
Southland Equity Partners
Missouri
$296K -$7.49K -50 -2%
AWE
950
Avidian Wealth Enterprises
Texas
$294K +$25.5K +170 +9%