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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1301
Wedmont Private Capital
Pennsylvania
$1.64M +$176K +3,803 +13%
AAG
1302
Armstrong Advisory Group
Massachusetts
$1.64M +$102K +2,204 +7%
FCBT
1303
First Citizens Bank & Trust
North Carolina
$1.63M +$58.4K +1,259 +4%
PWM
1304
Power Wealth Management
Georgia
$1.63M +$1.51M +32,526 New
CTA
1305
Chesley Taft & Associates
Illinois
$1.63M -$32.9K -709 -2%
1WA
1306
180 Wealth Advisors
Washington
$1.62M -$125K -2,697 -8%
AA
1307
Ancora Advisors
Ohio
$1.62M -$131K -2,820 -8%
MYLI
1308
Meiji Yasuda Life Insurance
Japan
$1.62M
UCB
1309
United Community Bank
South Carolina
$1.61M +$133K +2,865 +10%
IAS
1310
Insigneo Advisory Services
Florida
$1.61M -$182K -3,924 -11%
WKSWA
1311
White Knight Strategic Wealth Advisors
New Jersey
$1.61M -$167K -3,614 -10%
CFMC
1312
Curbstone Financial Management Corp
New Hampshire
$1.61M
WCM
1313
Weaver Capital Management
Georgia
$1.61M -$166K -3,590 -10%
SFO
1314
Stokes Family Office
Louisiana
$1.61M -$389K -8,394 -21%
TPA
1315
Trivium Point Advisory
Connecticut
$1.61M -$900K -19,417 -38%
BWP
1316
Balboa Wealth Partners
Arizona
$1.61M +$335K +7,220 +29%
DT
1317
Diversified Trust
Tennessee
$1.61M +$457K +9,850 +44%
RMP
1318
Richards, Merrill & Peterson
Washington
$1.59M -$36.7K -792 -2%
ADL
1319
Asset Dedication LLC
California
$1.59M -$241K -5,209 -14%
TWPM
1320
Total Wealth Planning & Management
Florida
$1.59M +$158K +3,417 +12%
CWWM
1321
Clear Wave Wealth Management
New Jersey
$1.58M +$1.46M +31,542 New
RCAG
1322
Rehmann Capital Advisory Group
Michigan
$1.58M +$35.9K +775 +3%
WE
1323
Wealth Effects
Massachusetts
$1.58M -$187K -4,033 -11%
JRPIM
1324
Journey Retirement Planning & Investment Management
Idaho
$1.58M -$3.78M -81,542 -72%
OWM
1325
Orca Wealth Management
Florida
$1.58M +$3.71K +80 +0.3%