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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1226
SkyOak Wealth
Michigan
$645K +$11.6K +680 +2%
VWA
1227
Visionary Wealth Advisors
Illinois
$643K -$35.2K -2,061 -5%
BCM
1228
Boltwood Capital Management
California
$641K -$7.86K -460 -1%
GWM
1229
Gray Wealth Management
Maine
$640K +$13.1K +765 +2%
BAM
1230
BOS Asset Management
Illinois
$639K -$106K -6,196 -15%
ATC
1231
Adirondack Trust Company
New York
$638K +$2.17K +127 +0.4%
MWM
1232
Modern Wealth Management
Kansas
$634K +$118K +6,886 +24%
GITFIT
1233
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$634K +$8.54K +500 +1%
CWP
1234
Cyndeo Wealth Partners
Florida
$632K +$44.2K +2,591 +8%
MMA
1235
Miracle Mile Advisors
California
$628K +$18.1K +1,061 +3%
JSW
1236
Journey Strategic Wealth
New Jersey
$627K +$175K +10,231 +40%
HB
1237
HTLF Bank
Colorado
$624K -$5.16K -302 -0.8%
BHWM
1238
Bar Harbor Wealth Management
New Hampshire
$622K
CA
1239
Continuum Advisory
Idaho
$621K -$121K -7,066 -16%
GC
1240
Gilbert & Cook
Iowa
$620K +$70.3K +4,116 +13%
VF
1241
Vest Financial
Virginia
$620K +$602K +35,228 New
LJAC
1242
L.J. Altfest & Co
New York
$620K -$36.4K -2,132 -6%
NRS
1243
Neville Rodie & Shaw
New York
$617K -$149K -8,725 -20%
HI
1244
Hudock Inc
Pennsylvania
$616K +$43K +2,517 +8%
FFWM
1245
Future Financial Wealth Management
Ohio
$615K -$19.9K -1,166 -3%
BHWM
1246
Beaird Harris Wealth Management
Texas
$614K +$21.2K +1,240 +4%
MWA
1247
Monograph Wealth Advisors
California
$614K +$595K +34,867 New
TT
1248
TI-Trust
Illinois
$611K +$355K +20,797 +149%
EWA
1249
Etesian Wealth Advisors
Oregon
$611K -$14.8K -868 -2%
CIA
1250
Choate Investment Advisors
Massachusetts
$610K -$28.4K -1,663 -5%