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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
501
Wedmont Private Capital
Pennsylvania
$228K -$35.7K -739 -14%
FW
502
FullCircle Wealth
Texas
$227K
DWP
503
Daymark Wealth Partners
Ohio
$227K +$232K +4,812 New
GI
504
GAMMA Investing
California
$226K -$43.8K -907 -16%
HI
505
Harrington Investments
California
$224K -$12.1K -250 -5%
GSEP
506
Golden State Equity Partners
California
$224K -$40.3K -835 -15%
OWA
507
Opal Wealth Advisors
New York
$223K -$68.8K -1,426 -23%
WB
508
WesBanco Bank
West Virginia
$222K +$227K +4,697 New
KCM
509
Kendall Capital Management
Maryland
$221K -$2.41K -50 -1%
SC
510
Scotia Capital
Ontario, Canada
$221K -$77.3K -1,601 -25%
PAM
511
Paradigm Asset Management
New York
$218K
PA
512
Procyon Advisors
Connecticut
$214K -$184K -3,817 -46%
HIC
513
Holderness Investments Company
North Carolina
$214K
SP
514
SIH Partners
Delaware
$212K
RIL
515
Rothschild Investment LLC
Illinois
$211K +$15K +311 +7%
PS
516
Planned Solutions
California
$211K -$16.4K -340 -7%
William Blair & Company
517
William Blair & Company
Illinois
$209K +$214K +4,429 New
NWAG
518
Net Worth Advisory Group
Utah
$208K -$13.2K -274 -6%
CWM
519
Cordatus Wealth Management
Pennsylvania
$208K -$184K -3,811 -46%
CIBC Private Wealth Group
520
CIBC Private Wealth Group
Georgia
$204K -$22K -455 -10%
EFS
521
Essex Financial Services
Connecticut
$204K +$208K +4,318 New
AWM
522
Avior Wealth Management
Nebraska
$201K -$35.3K -732 -15%
AWA
523
Arete Wealth Advisors
Illinois
$201K -$1.74K -36 -0.8%
CFO
524
CVA Family Office
Colorado
$198K
AIC
525
Archer Investment Corporation
Indiana
$192K