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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1451
Sentinel Trust
Texas
$1.09M
CBA
1452
Coastal Bridge Advisors
Connecticut
$1.09M -$1.33M -14,548 -55%
NHT
1453
New Hampshire Trust
New Hampshire
$1.09M +$19.2K +210 +2%
BHC
1454
Bull Harbor Capital
Maryland
$1.08M +$791K +8,671 +265%
WB
1455
Webster Bank
Connecticut
$1.08M -$71.2K -780 -6%
GIM
1456
Gold Investment Management
Alberta, Canada
$1.08M +$118K +1,297 +12%
RPCONE
1457
Retirement Planning Company of New England
Rhode Island
$1.08M +$38.2K +418 +4%
CWA
1458
CM Wealth Advisors
Ohio
$1.08M -$172K -1,885 -14%
OC
1459
Oakworth Capital
Alabama
$1.08M +$357K +3,916 +49%
KWA
1460
Kingswood Wealth Advisors
California
$1.08M +$22.2K +243 +2%
CIS
1461
Connors Investor Services
Pennsylvania
$1.07M -$12.6M -137,749 -92%
OWP
1462
Obermeyer Wealth Partners
Colorado
$1.07M -$90.9K -996 -8%
CT
1463
Clearstead Trust
Maine
$1.07M -$48.2K -528 -4%
AA
1464
Auxano Advisors
Washington
$1.07M +$179K +1,962 +20%
TWP
1465
Triad Wealth Partners
Kansas
$1.07M -$67.9K -744 -7%
JWA
1466
JFS Wealth Advisors
Pennsylvania
$1.07M -$39.2K -429 -4%
RPGK
1467
Retirement Planning Group (Kansas)
Kansas
$1.07M -$183K -2,007 -15%
VPP
1468
Vertex Planning Partners
Illinois
$1.06M -$19.1K -209 -2%
BA
1469
Bridgewater Advisors
New York
$1.06M -$24.1K -264 -3%
NHC
1470
Nicholas Hoffman & Company
Georgia
$1.06M -$197K -2,159 -16%
PFSC
1471
Peoples Financial Services Corp
Pennsylvania
$1.06M -$5.75K -63 -0.5%
UBG
1472
United Bank (Georgia)
Georgia
$1.06M -$1.97M -21,541 -65%
SIM
1473
Studio Investment Management
Illinois
$1.05M +$535K +5,861 +102%
AFP
1474
Ausdal Financial Partners
Iowa
$1.05M +$176K +1,926 +20%
AO
1475
Advisor OS
Illinois
$1.05M +$73K +800 +7%