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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1076
TCV Trust & Wealth Management
Virginia
$300K
PCIA
1077
Prime Capital Investment Advisors
Kansas
$299K -$1.26K -15 -0.4%
CG
1078
Caprock Group
Idaho
$297K +$82.1K +980 +39%
APW
1079
Acima Private Wealth
Virginia
$296K
ACM
1080
Alethea Capital Management
Washington
$296K
SFG
1081
Sather Financial Group
Texas
$296K
PWPS
1082
Pinnacle Wealth Planning Services
Ohio
$295K +$24K +286 +9%
HFM
1083
Harvest Fund Management
China
$295K +$97.2K +1,161 +50%
SL
1084
Salomon & Ludwin
Virginia
$293K -$3.1K -37 -1%
CP
1085
Covenant Partners
Tennessee
$292K
GAG
1086
GM Advisory Group
New York
$292K
M
1087
Mirova
France
$291K -$1.22M -14,615 -81%
OWM
1088
OneAscent Wealth Management
Alabama
$290K -$18.9K -226 -6%
TFA
1089
Transamerica Financial Advisors
Florida
$290K +$287K +3,422 New
BWA
1090
Burt Wealth Advisors
Maryland
$288K
CG
1091
Clarus Group
Texas
$288K
GA
1092
Geller Advisors
New York
$286K
PBC
1093
Pavion Blue Capital
California
$285K
KWA
1094
KCS Wealth Advisory
California
$284K
SCM
1095
Shelton Capital Management
Colorado
$282K
GIA
1096
Gladstone Institutional Advisory
Florida
$281K -$44.4K -530 -14%
HFAS
1097
Hummer Financial Advisory Services
Illinois
$281K -$12.6K -150 -4%
WH
1098
Willner & Heller
California
$281K +$2.51K +30 +0.9%
SIM
1099
Sentry Investment Management
Wisconsin
$280K -$53.9K -643 -16%
GGI
1100
Godsey & Gibb Inc
Virginia
$280K +$276K +3,300 New