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Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
2076
Traverso Chambers Private Wealth Management
California
$550K
RPWA
2077
Regent Peak Wealth Advisors
Georgia
$548K +$157K +836 +33%
XF
2078
XML Financial
Maryland
$547K -$51.8K -275 -7%
PCWA
2079
Pacific Capital Wealth Advisors
California
$547K -$14.1K -75 -2%
CWM
2080
Connecticut Wealth Management
Connecticut
$547K +$20K +106 +3%
EP
2081
Edgestream Partners
New Jersey
$547K +$192K +1,021 +43%
MIM
2082
Manitou Investment Management
Ontario, Canada
$546K +$104K +550 +19%
OFG
2083
Omega Financial Group
California
$545K -$107K -570 -14%
UBV
2084
United Bank (Virginia)
Virginia
$545K -$8.48K -45 -1%
LJAC
2085
L.J. Altfest & Co
New York
$545K -$7.54K -40 -1%
CPC
2086
Cookson Peirce & Co
Pennsylvania
$544K -$40.5K -215 -6%
ACA
2087
Ackerman Capital Advisors
Texas
$542K -$181K -962 -22%
MC
2088
Miles Capital
Iowa
$541K +$76.3K +405 +14%
SIA
2089
Strategic Investment Advisors
Michigan
$541K +$82.3K +437 +15%
PP
2090
Palladium Partners
Virginia
$539K
SIG
2091
Sky Investment Group
Connecticut
$537K +$53.7K +285 +9%
CCC
2092
Chelsea Counsel Company
California
$537K +$293K +1,557 +88%
OPA
2093
Old Port Advisors
Maine
$534K -$21.1K -112 -3%
IFAM
2094
Institutional & Family Asset Management
Colorado
$530K +$67.3K +357 +12%
Nomura Holdings
2095
Nomura Holdings
Japan
$530K +$572K +3,036 +1,332%
WAOI
2096
Wealth Advisors of Iowa
Iowa
$530K +$620K +3,290 New
FNBOO
2097
First National Bank of Omaha
Nebraska
$527K -$214K -1,135 -26%
WKWM
2098
Walter & Keenan Wealth Management
Indiana
$526K -$2.28M -12,106 -77%
UAS
2099
United Asset Strategies
New York
$526K -$80.1K -425 -12%
DA
2100
Detalus Advisors
Missouri
$526K +$10.5K +56 +2%