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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1651
SilverOak Wealth Management
Minnesota
$2.3M -$7.35K -15 -0.3%
CASB
1652
Cape Ann Savings Bank
Massachusetts
$2.3M -$80.9K -165 -4%
MSFS
1653
Main Street Financial Solutions
Pennsylvania
$2.3M +$166K +338 +8%
AWP
1654
Accretive Wealth Partners
New Jersey
$2.3M +$24.5K +50 +1%
TWM
1655
Trueblood Wealth Management
Ohio
$2.29M -$121K -247 -5%
PFA
1656
Pure Financial Advisors
California
$2.28M +$35.8K +73 +2%
VFA
1657
Voya Financial Advisors
Connecticut
$2.27M +$114K +232 +5%
NFG
1658
Northeast Financial Group
Pennsylvania
$2.26M +$71.6K +146 +3%
WCM
1659
Weaver Capital Management
Georgia
$2.26M -$18.6K -38 -0.8%
WE
1660
Wealth Effects
Massachusetts
$2.25M +$442K +901 +26%
SPFA
1661
Summit Place Financial Advisors
New Jersey
$2.25M +$1.47M +3,001 +212%
AA
1662
Advisory Alpha
Michigan
$2.25M +$157K +320 +8%
LG
1663
LaFleur & Godfrey
Michigan
$2.25M +$27.9K +57 +1%
GJWM
1664
Gilliland Jeter Wealth Management
Arkansas
$2.25M -$93.1K -190 -4%
CW
1665
CIC Wealth
Maryland
$2.24M +$91.2K +186 +4%
CFA
1666
Cahill Financial Advisors
Minnesota
$2.24M +$2.94K +6 +0.1%
FAIM
1667
Financial Advocates Investment Management
Washington
$2.23M -$121K -246 -5%
RCM
1668
Radnor Capital Management
Pennsylvania
$2.23M -$100K -205 -4%
VFPI
1669
Vantage Financial Partners (Illinois)
Illinois
$2.23M -$4.9K -10 -0.2%
SP
1670
Symmetry Partners
Connecticut
$2.23M -$774K -1,579 -27%
CP
1671
Canopy Partners
Ohio
$2.22M -$72.5K -148 -3%
BFA
1672
Beaumont Financial Advisors
Massachusetts
$2.22M -$21.6K -44 -1%
SIA
1673
Schear Investment Advisers
Ohio
$2.22M +$42.2K +86 +2%
CFP
1674
Catalyst Financial Partners
Massachusetts
$2.2M +$187K +382 +10%
FFA
1675
Fairfield Financial Advisors
Massachusetts
$2.19M +$2.11M +4,309 New