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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
776
J.W. Cole Advisors
Florida
$294K -$13.6K -42 -5%
FC
777
Forte Capital
New York
$294K +$1.3K +4 +0.5%
HTHT
778
Hemenway Trust Hemenway Trust
New Hampshire
$293K
BSW
779
Buckingham Strategic Wealth
Missouri
$293K +$13.6K +42 +5%
CWM
780
Congress Wealth Management
Massachusetts
$293K +$4.55K +14 +2%
MAM
781
McLean Asset Management
Virginia
$290K -$1.3K -4 -0.5%
WFA
782
Wellspring Financial Advisors
Ohio
$286K
AAS
783
Annex Advisory Services
Wisconsin
$285K +$268K +825 New
CBFP
784
Cedar Brook Financial Partners
Ohio
$285K -$650 -2 -0.2%
PP
785
PDS Planning
Ohio
$282K +$50.7K +156 +24%
WF
786
Welch & Forbes
Massachusetts
$281K -$58.1K -179 -18%
SWM
787
Spire Wealth Management
Virginia
$280K -$10.1K -31 -4%
SFG
788
StrategIQ Financial Group
Indiana
$278K
EFG
789
Everhart Financial Group
Ohio
$278K +$25K +77 +11%
WorldQuant Millennium Advisors
790
WorldQuant Millennium Advisors
New York
$277K -$122K -377 -32%
FW
791
FirstPurpose Wealth
Utah
$276K +$9.09K +28 +4%
CIS
792
Connors Investor Services
Pennsylvania
$276K
IA
793
IFP Advisors
Florida
$275K
IA
794
Inspire Advisors
Idaho
$274K +$1.62K +5 +0.6%
BC
795
Brookfield Corp
Ontario, Canada
$273K -$59.1K -182 -19%
CWM
796
Connecticut Wealth Management
Connecticut
$273K +$257K +791 New
IAA
797
Independent Advisor Alliance
North Carolina
$273K -$197K -608 -43%
CS
798
Comerica Securities
Michigan
$271K -$10.7K -33 -4%
PA
799
Pinnacle Associates
New York
$271K +$28.3K +87 +12%
GVAG
800
Great Valley Advisor Group
Delaware
$270K +$13K +40 +5%