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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2126
Monarch Capital Management
Indiana
$602K
RPC
2127
Rossmore Private Capital
Connecticut
$602K +$70.7K +241 +14%
PCA
2128
Prosperity Capital Advisors
Ohio
$601K +$40.5K +138 +7%
BF
2129
Brooklyn FI
New York
$601K
ACM
2130
Aubrey Capital Management
United Kingdom
$600K +$587K +2,000 New
AWM
2131
Ameliora Wealth Management
Switzerland
$600K
FHC
2132
First Heartland Consultants
Missouri
$600K +$27K +92 +5%
TWP
2133
Tower Wealth Partners
Pennsylvania
$600K +$20.2K +69 +4%
GHAM
2134
Gilman Hill Asset Management
Connecticut
$599K +$19.4K +66 +3%
HL
2135
HeadInvest LLC
Maine
$598K -$44K -150 -7%
CWM
2136
Chemistry Wealth Management
New York
$597K
DF
2137
Dunhill Financial
United Kingdom
$596K +$17.3K +59 +3%
CFA
2138
Cahill Financial Advisors
Minnesota
$595K +$587 +2 +0.1%
FM
2139
Foster & Motley
Ohio
$595K -$17.6K -60 -3%
HIC
2140
Holderness Investments Company
North Carolina
$592K +$38.1K +130 +7%
PCM
2141
Pincus Capital Management
New York
$592K +$571K +1,947 New
RWA
2142
Redhawk Wealth Advisors
Minnesota
$591K +$41.4K +141 +8%
LWM
2143
Liberty Wealth Management
California
$589K -$32.9K -112 -5%
ZF
2144
Zhang Financial
Michigan
$589K +$81.3K +277 +17%
SW
2145
SlateStone Wealth
Florida
$588K +$12.9K +44 +2%
BAAM
2146
Baker Avenue Asset Management
California
$584K +$69K +235 +14%
PFS
2147
Prospect Financial Services
New York
$583K +$93.3K +318 +20%
CWA
2148
CM Wealth Advisors
Ohio
$583K -$13.5K -46 -2%
CA
2149
Claro Advisors
Massachusetts
$582K +$20.2K +69 +4%
SWA
2150
SOA Wealth Advisors
New York
$581K +$8.53M +29,079 +1,539%