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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1051
Greykasell Wealth Strategies
California
$15.5K
HWP
1052
Highline Wealth Partners
California
$15K +$2.67K +33 +25%
FHC
1053
First Horizon Corporation
Tennessee
$14.5K +$13K +161 New
CPG
1054
Cornerstone Planning Group
New Jersey
$14.5K -$284K -3,508 -89%
1IA
1055
1620 Investment Advisors
Massachusetts
$14K
CHC
1056
City Holding Co
West Virginia
$13.9K +$12.5K +154 New
HNB
1057
Hilltop National Bank
Wyoming
$13.8K
APW
1058
Aventura Private Wealth
Florida
$13.7K +$3K +37 +32%
DFA
1059
DHJJ Financial Advisors
Illinois
$13.5K
EP
1060
Essential Partners
California
$13.4K +$1.78K +22 +17%
BIA
1061
Bell Investment Advisors
California
$13.1K -$4.29K -53 -27%
BLC
1062
Brown, Lisle/Cummings
Rhode Island
$12.6K
HHMI
1063
Howard Hughes Medical Institute
Maryland
$12.6K +$324 +4 +3%
CFS
1064
CGC Financial Services
Oregon
$12.4K
GEA
1065
Glen Eagle Advisors
New Jersey
$12K +$3.48K +43 +47%
FIA
1066
FNY Investment Advisers
New York
$12K +$11.1K +137 New
WOC
1067
West Oak Capital
California
$11.7K
DJSG
1068
D.J. St. Germain
Massachusetts
$11.7K -$24.3K -300 -70%
MEG
1069
Millstone Evans Group
Colorado
$10.8K
NC
1070
North Capital
Utah
$10.6K
WBC
1071
West Branch Capital
Massachusetts
$9.9K
HCM
1072
Hollencrest Capital Management
California
$9.72K
DSC
1073
Duncker Streett & Co
Missouri
$9.72K +$8.75K +108 New
HFM
1074
Hartford Financial Management
Connecticut
$9.63K +$6.72K +83 +346%
AW
1075
Avion Wealth
Texas
$9K