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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1101
Spire Wealth Management
Virginia
$254K +$1.07K +13 +0.4%
BMCM
1102
Burns Matteson Capital Management
New York
$254K +$1.89K +23 +0.8%
DWS
1103
Dynamic Wealth Strategies
California
$253K +$1.89K +23 +0.8%
CPBTD
1104
Central Pacific Bank - Trust Division
Hawaii
$253K +$243K +2,965 New
GWM
1105
GDS Wealth Management
Texas
$252K +$241K +2,936 New
NECFA
1106
New England Capital Financial Advisors
Connecticut
$252K +$164 +2 +0.1%
NI
1107
NDVR Inc
Massachusetts
$251K +$17.7K +216 +8%
CF
1108
Copperwynd Financial
Arizona
$251K -$18.8K -229 -7%
GSB
1109
Greenfield Savings Bank
Massachusetts
$247K -$24.6K -300 -9%
PHIC
1110
Pine Haven Investment Counsel
Massachusetts
$246K
DMBA
1111
Deseret Mutual Benefit Administrators
Utah
$246K +$86.1K +1,050 +58%
PT
1112
Plimoth Trust
Massachusetts
$243K
EA
1113
Eudaimonia Advisors
Tennessee
$243K -$3.77K -46 -2%
SIM
1114
Sentry Investment Management
Wisconsin
$243K
AWM
1115
Avior Wealth Management
Nebraska
$243K +$153K +1,865 +194%
SAW
1116
Signal Advisors Wealth
Michigan
$242K +$20.9K +255 +10%
MFG
1117
Marmo Financial Group
Tennessee
$242K
SWM
1118
Seed Wealth Management
Illinois
$242K
AFA
1119
American Financial Advisors
Georgia
$241K -$14.8K -180 -6%
PRWA
1120
Platte River Wealth Advisors
Colorado
$240K
RB
1121
Rodgers Brothers
Pennsylvania
$240K
IGWM
1122
ICA Group Wealth Management
Colorado
$240K -$14.3K -175 -6%
GAG
1123
GM Advisory Group
New York
$239K +$1.39K +17 +0.6%
AWM
1124
Affinity Wealth Management
Delaware
$239K +$2.95K +36 +1%
MM
1125
Meridian Management
Arkansas
$239K +$984 +12 +0.4%