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Name Holding Trade Value Shares
Change
Change in
Stake
FB
1151
Fulton Bank
Pennsylvania
$422K +$21.2K +98 +5%
EFG
1152
Ethos Financial Group
Pennsylvania
$418K
NAM
1153
NTV Asset Management
West Virginia
$416K
GWMR
1154
GC Wealth Management RIA
Massachusetts
$416K +$2.81K +13 +0.6%
FCM
1155
Fortis Capital Management
Washington
$416K +$446K +2,063 New
JIC
1156
Joel Isaacson & Co
New York
$414K
BFA
1157
Bragg Financial Advisors
North Carolina
$413K -$39.3K -182 -8%
MA
1158
Mezzasalma Advisors
New Jersey
$412K +$56K +259 +15%
OPTFSNA
1159
Old Point Trust & Financial Services N A
Virginia
$410K
3IP
1160
3Chopt Investment Partners
Virginia
$410K +$439K +2,031 New
FMWA
1161
Forvis Mazars Wealth Advisors
Missouri
$409K +$12.1K +56 +3%
BWP
1162
Burling Wealth Partners
Illinois
$409K -$86.4K -400 -16%
FAT
1163
First American Trust
California
$408K -$6.05K -28 -1%
LSA
1164
Leonteq Securities AG
Switzerland
$405K -$59.6K -276 -12%
IAS
1165
Insigneo Advisory Services
Florida
$405K +$33.5K +155 +8%
GLA
1166
Good Life Advisors
Pennsylvania
$404K -$10.4K -48 -2%
RC
1167
RBF Capital
California
$403K
BJL
1168
Brighton Jones LLC
Washington
$403K +$28.3K +131 +7%
CA
1169
Centerpoint Advisors
Massachusetts
$403K
ClearBridge Investments
1170
ClearBridge Investments
New York
$400K -$26.4K -122 -6%
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$399K +$53.2K +246 +14%
HT
1172
Heritage Trust
Oklahoma
$399K -$12.3K -57 -3%
IBOK
1173
Independence Bank of Kentucky
Kentucky
$397K -$25.5K -118 -6%
CF
1174
Centaurus Financial
California
$396K +$93.6K +433 +28%
BIA
1175
Benchmark Investment Advisors
Illinois
$395K -$42.1K -195 -9%