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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1701
Carr Financial Group
Massachusetts
$640K +$2.78K +15 +0.5%
FFA
1702
Fragasso Financial Advisors
Pennsylvania
$636K +$5K +27 +1%
LPAM
1703
Lodestar Private Asset Management
California
$636K -$4.45K -24 -0.8%
ICM
1704
Islay Capital Management
Texas
$636K +$9.26K +50 +2%
WPWM
1705
Western Pacific Wealth Management
Illinois
$635K +$139K +748 +36%
4WM
1706
49 Wealth Management
Texas
$634K +$1.11K +6 +0.2%
VFIC
1707
Valley Forge Investment Consultants
Pennsylvania
$634K +$518K +2,798 New
LI
1708
LRI Investments
Florida
$633K +$161K +871 +45%
PTC
1709
Private Trust Company
Ohio
$631K -$66.5K -359 -11%
CWS
1710
Confluence Wealth Services
Pennsylvania
$628K +$48.9K +264 +11%
IP
1711
Ignite Planners
California
$627K +$21.5K +116 +5%
AA
1712
Auxano Advisors
Washington
$626K +$108K +582 +27%
RF
1713
Rossby Financial
Florida
$626K +$3.52K +19 +0.7%
PAW
1714
Plan A Wealth
Nebraska
$625K +$176K +950 +52%
SXL
1715
Summit X LLC
Missouri
$625K +$62.6K +338 +14%
FVWA
1716
Foster Victor Wealth Advisors
South Carolina
$624K +$4.26K +23 +0.9%
VBCG
1717
Valley Brook Capital Group
Pennsylvania
$623K +$108K +582 +27%
PP
1718
Patten & Patten
Tennessee
$623K +$203K +1,094 +66%
PWMG
1719
Pinnacle Wealth Management Group
Michigan
$623K
CP
1720
Clarendon Private
Massachusetts
$622K +$233K +1,260 +85%
OL
1721
one8zero8 LLC
North Carolina
$620K +$13.9K +75 +3%
BWM
1722
Baron Wealth Management
Michigan
$619K -$15.2K -82 -3%
AIMA
1723
Ables Iannone Moore & Associates
Georgia
$618K +$141K +761 +39%
FFB
1724
First Financial Bankshares
Texas
$618K +$505K +2,728 New
SLG
1725
Stanley-Laman Group
Pennsylvania
$617K -$142K -764 -22%