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Name Holding Trade Value Shares
Change
Change in
Stake
WEPOG
2126
Wealth Enhancement & Preservation of GA
Georgia
$988K +$161K +789 +21%
CCC
2127
Chelsea Counsel Company
California
$987K -$7.57K -37 -0.8%
CPWA
2128
Cerro Pacific Wealth Advisors
California
$986K +$922K +4,507 New
GA
2129
Geller Advisors
New York
$984K
PC
2130
Plaisance Capital
Colorado
$984K +$921K +4,500 New
SVCP
2131
Silicon Valley Capital Partners
California
$980K -$130K -634 -12%
RHAM
2132
Round Hill Asset Management
California
$979K -$21.5K -105 -2%
AL
2133
Aspiriant LLC
California
$979K +$21.3K +104 +2%
PWAG
2134
Polaris Wealth Advisory Group
California
$977K -$110K -536 -11%
RFM
2135
Royal Fund Management
Florida
$976K +$372K +1,820 +69%
WMP
2136
Wealth Management Partners
Arizona
$975K +$988K +4,828 New
WI
2137
Wedgewood Investors
Pennsylvania
$974K +$25.6K +125 +3%
STB
2138
S&T Bank
Pennsylvania
$974K +$559K +2,730 +159%
CFG
2139
Cooper Financial Group
California
$973K +$346K +1,689 +61%
NGA
2140
Naples Global Advisors
Florida
$967K +$133K +652 +17%
GFPC
2141
Global Financial Private Client
Florida
$966K -$71.6K -350 -7%
FC
2142
Forte Capital
New York
$966K -$10K -49 -1%
APW
2143
Acima Private Wealth
Virginia
$966K
GA
2144
GoalVest Advisory
New York
$965K +$902K +4,410 New
Cohen & Steers
2145
Cohen & Steers
New York
$959K
PAA
2146
Peregrine Asset Advisers
Oregon
$957K
WCWM
2147
Willow Creek Wealth Management
California
$952K
MCWS
2148
McKinley Carter Wealth Services
West Virginia
$951K -$18.8K -92 -2%
WFC
2149
Western Financial Corp
California
$950K +$889K +4,343 New
WWS
2150
Wellington Wealth Strategies
Indiana
$949K +$746K +3,645 New