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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1601
Voya Financial Advisors
Connecticut
$767K -$67.8K -141 -8%
EHWM
1602
Eads & Heald Wealth Management
Georgia
$766K -$345K -718 -30%
PFBT
1603
Parkside Financial Bank & Trust
Missouri
$766K -$196K -408 -20%
PWM
1604
PBMares Wealth Management
Virginia
$763K -$39K -81 -5%
EA
1605
Ellsworth Advisors
Ohio
$754K -$40.9K -85 -5%
BONST
1606
Bank of Nova Scotia Trust
Ontario, Canada
$754K +$153K +319 +24%
IF
1607
Intrua Financial
Texas
$753K -$7.22K -15 -0.9%
BCM
1608
Boltwood Capital Management
California
$750K -$7.7K -16 -1%
TIM
1609
Tevis Investment Management
Texas
$744K +$786K +1,634 New
SWP
1610
Strategic Wealth Partners
Ohio
$741K -$345K -718 -31%
LWP
1611
Lumature Wealth Partners
Georgia
$741K +$20.7K +43 +3%
FNT
1612
First National Trust
Pennsylvania
$734K +$5.29K +11 +0.7%
FFWA
1613
FRG Family Wealth Advisors
Washington
$731K -$24.1K -50 -3%
JCM
1614
Jacobi Capital Management
Pennsylvania
$729K +$342K +711 +80%
BHCM
1615
Boulder Hill Capital Management
New York
$729K +$770K +1,600 New
EFEM
1616
Eos Focused Equity Management
New York
$721K
KFS
1617
Kurt F. Somerville
$721K +$336K +699 +79%
PHAM
1618
Palisades Hudson Asset Management
Florida
$717K
PB
1619
Pinnacle Bancorp
Nebraska
$716K +$120K +250 +19%
GL
1620
Graypoint LLC
New York
$715K -$53.9K -112 -7%
TSS
1621
Two Sigma Securities
New York
$712K -$600K -1,247 -44%
MIFH
1622
Migdal Insurance & Financial Holdings
Israel
$712K +$12.5K +26 +2%
IWA
1623
Intercontinental Wealth Advisors
Texas
$712K +$752K +1,563 New
RWB
1624
RMR Wealth Builders
New Jersey
$710K +$373K +776 +99%
JWM
1625
Jeppson Wealth Management
California
$706K +$3.37K +7 +0.5%