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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
901
United Community Bank
South Carolina
$317K -$7.5K -55 -2%
CWM
902
Cornerstone Wealth Management
Missouri
$312K +$298K +2,183 New
CSPIA
903
Cary Street Partners Investment Advisory
Virginia
$312K +$1.09K +8 +0.4%
PWP
904
Principle Wealth Partners
Connecticut
$312K -$150K -1,100 -34%
PP
905
PDS Planning
Ohio
$311K +$2.86K +21 +1%
PWM
906
Palumbo Wealth Management
New York
$311K +$17.1K +125 +6%
TCOV
907
Trust Company of Vermont
Vermont
$308K +$294K +2,155 New
SP
908
Stonebrook Private
Michigan
$307K +$23.1K +169 +9%
LA
909
LVW Advisors
New York
$306K +$15.1K +111 +5%
AIM
910
Aigen Investment Management
New York
$303K -$1.96M -14,344 -87%
PTP
911
Platform Technology Partners
New York
$303K -$51.2K -375 -15%
FGP
912
Freestone Grove Partners
California
$302K -$16.3M -119,449 -98%
WF
913
Welch & Forbes
Massachusetts
$301K – – –
SAM
914
SP Asset Management
California
$300K – – –
VDC
915
Van Diest Capital
Iowa
$300K -$530K -3,886 -65%
KWA
916
Kingswood Wealth Advisors
California
$295K +$1.5K +11 +0.5%
TC
917
Truvestments Capital
Florida
$292K -$7.09K -52 -2%
LIA
918
LBMC Investment Advisors
Tennessee
$292K +$278K +2,038 New
VF
919
Vest Financial
Virginia
$291K -$51.8K -380 -16%
AA
920
Armis Advisers
Georgia
$290K +$45.8K +336 +21%
PWPS
921
Pinnacle Wealth Planning Services
Ohio
$289K -$20.7K -152 -7%
FFA
922
Founders Financial Alliance
North Carolina
$288K -$8.46K -62 -3%
IWA
923
Icon Wealth Advisors
Texas
$288K -$28.9K -212 -10%
FFA
924
Fi3 Financial Advisors
Indiana
$287K -$327K -2,394 -53%
GS
925
GTS Securities
Florida
$287K -$56.3K -413 -17%