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Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
1226
S.R. Schill & Associates
Washington
$320K -$165K -835 -33%
AAP
1227
Arax Advisory Partners
Colorado
$320K +$2.17K +11 +0.7%
WCA
1228
Westover Capital Advisors
Delaware
$319K
HPWM
1229
Highland Private Wealth Management
Washington
$319K +$13.2K +67 +4%
IIA
1230
ICW Investment Advisors
Arizona
$318K +$4.35K +22 +1%
GA
1231
Geller Advisors
New York
$317K +$23.9K +121 +8%
CCA
1232
Childress Capital Advisors
Texas
$317K +$31.2K +158 +10%
CIAS
1233
Capital Investment Advisory Services
North Carolina
$317K +$89.9K +455 +37%
BHWM
1234
Bar Harbor Wealth Management
New Hampshire
$314K -$129K -654 -28%
AWA
1235
Arete Wealth Advisors
Illinois
$314K -$106K -537 -24%
OWA
1236
Opal Wealth Advisors
New York
$314K -$67.4K -341 -17%
IIA
1237
Integral Investment Advisors
California
$314K +$3.95K +20 +1%
TCA
1238
Transcend Capital Advisors
New Jersey
$314K +$25.5K +129 +8%
MC
1239
Maverick Capital
Texas
$314K +$251K +1,268 +319%
IPW
1240
Inlet Private Wealth
Florida
$312K -$125K -630 -28%
WCM
1241
Wallace Capital Management
Texas
$311K
CCA
1242
Column Capital Advisors
Indiana
$309K -$1.78K -9 -0.5%
9WM
1243
9258 Wealth Management
Ohio
$309K -$395 -2 -0.1%
V
1244
VeraBank
Texas
$309K
CFG
1245
Cooper Financial Group
California
$309K +$324K +1,638 New
SWM
1246
Salvus Wealth Management
New Jersey
$308K +$12.1K +61 +4%
RPC
1247
Rossmore Private Capital
Connecticut
$306K
SIC
1248
Sterling Investment Counsel
New York
$305K -$89K -450 -22%
MCC
1249
Money Concepts Capital
Florida
$305K +$320K +1,617 New
MFS
1250
Mirabella Financial Services
United Kingdom
$305K +$320K +1,620 New