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Name Holding Trade Value Shares
Change
Change in
Stake
S
701
SignatureFD
Georgia
$352K +$91.7K +306 +35%
C
702
CEDRUS
Colorado
$350K +$350K +1,166 New
SW
703
SVB Wealth
Massachusetts
$350K -$13.8K -46 -4%
CT
704
Coastline Trust
Rhode Island
$349K -$6K -20 -2%
FIM
705
Freedom Investment Management
Connecticut
$349K +$348K +1,162 New
TCOO
706
Trust Company of Oklahoma
Oklahoma
$348K -$19.8K -66 -5%
IWC
707
Integrated Wealth Concepts
Massachusetts
$348K -$3.9K -13 -1%
BL
708
BFSG LLC
California
$348K
JE
709
JMAC Enterprises
Pennsylvania
$348K +$368K +1,227 New
HW
710
Hancock Whitney
Mississippi
$341K -$49.2K -164 -13%
WIA
711
Westbourne Investment Advisors
Maryland
$341K -$30K -100 -8%
EL
712
Essex LLC
Illinois
$341K
AGP
713
Autumn Glory Partners
Texas
$338K +$337K +1,124 New
WCG
714
Weaver Consulting Group
California
$335K +$334K +1,114 New
BHC
715
Bowen Hanes & Co
Florida
$334K
BAM
716
Barrett Asset Management
New York
$333K +$2.4K +8 +0.7%
IA
717
IFP Advisors
Florida
$331K -$20.1K -67 -6%
GRP
718
Global Retirement Partners
California
$330K +$600 +2 +0.2%
AF
719
Allworth Financial
California
$330K +$46.5K +155 +16%
EFA
720
Evernest Financial Advisors
Indiana
$330K +$316K +1,055 New
VWA
721
V Wealth Advisors
Kansas
$329K -$6K -20 -2%
QI
722
Qtron Investments
Massachusetts
$327K
MFGM
723
Marshall Financial Group (Maryland)
Maryland
$323K -$1.02M -3,388 -76%
HI
724
Hudock Inc
Pennsylvania
$323K
VWM
725
Valley Wealth Managers
New Jersey
$323K +$38.1K +127 +13%