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Name Holding Trade Value Shares
Change
Change in
Stake
FG
1176
Fairman Group
Pennsylvania
$409K
PFWA
1177
Paces Ferry Wealth Advisors
Georgia
$408K -$3.8K -28 -1%
WWM
1178
Western Wealth Management
Colorado
$407K +$83.9K +619 +29%
RhumbLine Advisers
1179
RhumbLine Advisers
Massachusetts
$406K -$152K -1,121 -29%
RYIA
1180
Roehl & Yi Investment Advisors
Oregon
$406K -$50K -369 -12%
RCM
1181
RNC Capital Management
California
$406K -$32.5K -240 -8%
YIA
1182
YHB Investment Advisors
Connecticut
$406K
FNBT
1183
FineMark National Bank & Trust
Florida
$404K -$61.1K -451 -14%
AAS
1184
Annex Advisory Services
Wisconsin
$403K +$30.6K +226 +9%
MF
1185
Manchester Financial
California
$403K
PMWMG
1186
Parr McKnight Wealth Management Group
Minnesota
$403K +$1.9K +14 +0.5%
FPCP
1187
Fort Point Capital Partners
California
$403K -$6.91K -51 -2%
VBFG
1188
Vishria Bird Financial Group
Tennessee
$403K
TA
1189
Tectonic Advisors
Texas
$402K -$1.25M -9,234 -77%
WA
1190
Wealth Architects
California
$399K -$139K -1,023 -28%
KV
1191
Kickstand Ventures
New York
$398K +$363K +2,681 New
GC
1192
GatePass Capital
Ohio
$397K +$2.58K +19 +0.7%
MCIA
1193
Mountain Capital Investment Advisors
Colorado
$397K +$16K +118 +5%
SBWIC
1194
Schaper Benz & Wise Investment Counsel
Wisconsin
$396K
SOS
1195
Silver Oak Securities
Tennessee
$396K +$361K +2,666 New
PPH
1196
Pure Portfolios Holdings
Oregon
$395K
RI
1197
Ridgewood Investments
New Jersey
$394K -$48.4K -357 -12%
KAM
1198
Kazazian Asset Management
Florida
$394K -$136K -1,000 -27%
MWM
1199
Modera Wealth Management
New Jersey
$393K -$4.61K -34 -1%
PWPS
1200
Pinnacle Wealth Planning Services
Ohio
$392K -$7.86K -58 -2%