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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
2051
Holderness Investments Company
North Carolina
$822K +$166K +483 +25%
HWP
2052
Hibernia Wealth Partners
Louisiana
$820K +$24.1K +70 +3%
BZWA
2053
Blue Zone Wealth Advisors
California
$820K
WA
2054
Wealth Architects
California
$819K -$11K -32 -1%
ACP
2055
Aviance Capital Partners
Florida
$817K
PFA
2056
Pathway Financial Advisors
Vermont
$815K
PGA
2057
Portland Global Advisors
Maine
$813K -$4.82K -14 -0.6%
GCC
2058
Guardian Capital (Canada)
Ontario, Canada
$812K -$86.4K -251 -9%
SC
2059
Schubert & Co
Texas
$811K +$8.95K +26 +1%
WW
2060
Windle Wealth
Oklahoma
$811K +$516K +1,500 +167%
JWA
2061
JFS Wealth Advisors
Pennsylvania
$810K -$13.4K -39 -2%
SFWC
2062
Strategic Family Wealth Counselors
New Jersey
$809K +$1.03K +3 +0.1%
AWM
2063
AAF Wealth Management
Massachusetts
$807K +$25.1K +73 +3%
GKFF
2064
George Kaiser Family Foundation
Oklahoma
$806K
GTAM
2065
Global Trust Asset Management
Florida
$805K +$25.1K +73 +3%
KCM
2066
KRS Capital Management
Michigan
$804K -$6.19K -18 -0.8%
OBWG
2067
Onyx Bridge Wealth Group
New York
$804K +$2.75K +8 +0.3%
PWMG
2068
Prestige Wealth Management Group
New Jersey
$804K -$49.9K -145 -6%
CS
2069
Cannell & Spears
New York
$804K +$338K +982 +70%
CPSC
2070
Carl P. Sherr & Co
Massachusetts
$801K
WH
2071
Willner & Heller
California
$801K +$30.6K +89 +4%
PTC
2072
Philadelphia Trust Company
Pennsylvania
$798K +$64K +186 +9%
WN
2073
Williams & Novak
California
$796K +$3.79K +11 +0.5%
EFG
2074
Ethos Financial Group
Pennsylvania
$795K -$6.88K -20 -0.8%
SIC
2075
SJS Investment Consulting
Ohio
$795K +$599K +1,742 +286%