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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1051
CKW Financial Group
Hawaii
$128K
RWM
1052
Reston Wealth Management
Virginia
$128K +$110K +1,597 New
RA
1053
Rise Advisors
New York
$125K
GG
1054
Gleason Group
Kentucky
$124K -$5.32K -77 -5%
WTA
1055
Washington Trust Advisors
Massachusetts
$124K +$45.1K +653 +73%
PP
1056
PFS Partners
New Jersey
$122K
PP
1057
Pacifica Partners
Canada
$120K
1IA
1058
1620 Investment Advisors
Massachusetts
$118K +$1.24K +18 +1%
FNWA
1059
Financial Network Wealth Advisors
Utah
$117K +$29.5K +427 +42%
TFIPS
1060
Towarzystwo Funduszy Inwestycyjnych PZU SA
$116K
MME
1061
Meag Munich Ergo
Germany
$113K
TIM
1062
Tortoise Investment Management
New York
$112K
RAM
1063
Ramirez Asset Management
New York
$112K +$6.91K +100 +8%
AW
1064
Avion Wealth
Texas
$112K
PIS
1065
POM Investment Strategies
North Carolina
$111K
PCWA
1066
Pacific Capital Wealth Advisors
California
$111K -$8.91K -129 -9%
CFO
1067
CVA Family Office
Colorado
$109K +$9.88K +143 +12%
BONH
1068
Bank of New Hampshire
New Hampshire
$104K
CF
1069
Centaurus Financial
California
$104K +$89.5K +1,296 New
HWA
1070
HHM Wealth Advisors
Tennessee
$101K
FCM
1071
Fourpath Capital Management
Oklahoma
$97.9K +$84.3K +1,221 New
PMFA
1072
Plante Moran Financial Advisors
Michigan
$96.6K -$3.52K -51 -4%
POIA
1073
Pin Oak Investment Advisors
Texas
$94K +$20.4K +296 +33%
SWM
1074
Sugarloaf Wealth Management
Georgia
$89.8K
OSNBOA
1075
Old Second National Bank of Aurora
Illinois
$89K