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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
951
Bar Harbor Wealth Management
New Hampshire
$381K +$14.3K +174 +4%
MWPCG
952
Measured Wealth Private Client Group
New Hampshire
$378K – – –
BPCA
953
Bank Pictet & Cie (Asia)
Singapore
$376K -$1.26M -15,375 -78%
WG
954
Watchman Group
Texas
$376K – – –
CSM Advisors
955
CSM Advisors
Pennsylvania
$373K -$107K -1,300 -23%
NRA
956
NSI Retail Advisors
Pennsylvania
$373K -$107K -1,300 -23%
CreativeOne Wealth
957
CreativeOne Wealth
Kansas
$373K +$357K +4,350 New
GEA
958
Glen Eagle Advisors
New Jersey
$373K – – –
RZH
959
Relyea Zuckerberg Hanson
Connecticut
$372K +$4.02K +49 +1%
EFS
960
Essex Financial Services
Connecticut
$372K +$75.4K +920 +27%
Brooklyn Investment Group
961
Brooklyn Investment Group
New York
$371K – – –
Annex Advisory Services
962
Annex Advisory Services
Wisconsin
$370K -$738 -9 -0.2%
EP Wealth Advisors
963
EP Wealth Advisors
California
$369K +$5.49K +67 +2%
FWM
964
Fairhaven Wealth Management
Illinois
$369K -$574 -7 -0.2%
IAN
965
Integrated Advisors Network
Texas
$368K – – –
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$368K +$336K +4,096 +2,214%
Cassaday & Co Wealth Management
967
Cassaday & Co Wealth Management
Virginia
$363K +$38.9K +475 +13%
TA
968
TrueWealth Advisors
Alabama
$362K +$328 +4 +0.1%
Sit Investment Associates
969
Sit Investment Associates
Minnesota
$361K – – –
SFG
970
SevenBridge Financial Group
Pennsylvania
$361K – – –
FHA
971
Flagship Harbor Advisors
Massachusetts
$360K +$68.5K +836 +25%
BW
972
Bison Wealth
Georgia
$360K +$82 +1 +0%
OWA
973
One Wealth Advisors
California
$356K +$340K +4,152 New
HSWM
974
Hubbell Strickland Wealth Management
Louisiana
$356K +$164 +2 +0%
PM
975
Penbrook Management
New York
$352K – – –