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Name Holding Trade Value Shares
Change
Change in
Stake
SL
1176
Sentry LLC
Tennessee
$294K – – –
RWM
1177
Rockline Wealth Management
New York
$292K – – –
OL
1178
Optas LLC
Texas
$292K -$28.4K -270 -9%
CFO
1179
CVA Family Office
Colorado
$291K +$3.05K +29 +1%
FLI
1180
Family Legacy Inc
South Carolina
$291K – – –
KWM
1181
Kaydan Wealth Management
Michigan
$291K -$105 -1 -0%
GSB
1182
Greenfield Savings Bank
Massachusetts
$290K – – –
TAM
1183
Titleist Asset Management
Texas
$290K -$3.57K -34 -1%
CC
1184
Courier Capital
New York
$290K +$10.2K +97 +4%
PHIC
1185
Pine Haven Investment Counsel
Massachusetts
$289K – – –
DWT
1186
Dorsey & Whitney Trust
South Dakota
$289K +$8.4K +80 +3%
ECM
1187
Eisler Capital Management
United Kingdom
$288K +$282K +2,686 New
PT
1188
Plimoth Trust
Massachusetts
$287K -$5.25K -50 -2%
OP
1189
ORG Partners
Indiana
$287K +$4.83K +46 +2%
MW
1190
MBL Wealth
North Carolina
$286K +$269K +2,558 New
WFS
1191
Widmann Financial Services
Maryland
$285K – – –
SLWA
1192
San Luis Wealth Advisors
California
$285K +$268K +2,553 New
FSC
1193
Full Sail Capital
Oklahoma
$284K +$15.4K +147 +6%
AF
1194
Apexium Financial
Texas
$282K -$2.84K -27 -1%
FAFN
1195
First Affirmative Financial Network
Colorado
$282K -$14.1K -134 -5%
ISB
1196
Iowa State Bank
Iowa
$282K – – –
BL
1197
BFSG LLC
California
$281K – – –
GWM
1198
GDS Wealth Management
Texas
$280K – – –
CAI
1199
Capital Advisors Inc
Oklahoma
$280K -$9.66K -92 -4%
AFA
1200
Allium Financial Advisors
Oregon
$279K – – –