Name Holding Trade Value Shares
Change
Change in
Stake
AC
926
Avestar Capital
New York
$263K -$30.4K -84 -10%
SWM
927
Seed Wealth Management
Illinois
$263K +$267K +737 New
AGWCA
928
Annis Gardner Whiting Capital Advisors
Florida
$263K +$21K +58 +9%
FW
929
FullCircle Wealth
Texas
$262K +$725 +2 +0.3%
FWA
930
FSM Wealth Advisors
Ohio
$261K -$9.78K -27 -4%
PIM
931
Penobscot Investment Management
Massachusetts
$260K -$5.43K -15 -2%
NPF
932
Norris Perne & French
Michigan
$260K +$18.1K +50 +7%
ABWM
933
Alpine Bank Wealth Management
Colorado
$259K – – –
VVP
934
Venture Visionary Partners
Ohio
$258K -$2.17K -6 -0.8%
AWM
935
AE Wealth Management
Kansas
$257K +$50.7K +140 +24%
CNB
936
Camden National Bank
Maine
$257K -$9.42K -26 -3%
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$257K -$25.7K -71 -9%
LGW
938
Leslie Global Wealth
Illinois
$256K -$8.33K -23 -3%
RWA
939
River Wealth Advisors
Pennsylvania
$256K -$362 -1 -0.1%
OWA
940
One Wealth Advisors
California
$255K -$11.2K -31 -4%
CG
941
Clifford Group
Massachusetts
$253K – – –
MAM
942
McLean Asset Management
Virginia
$253K +$4.35K +12 +2%
NP
943
Nilsine Partners
Colorado
$252K -$48.6K -134 -16%
Harris Associates
944
Harris Associates
Illinois
$249K +$253K +699 New
CFG
945
Carr Financial Group
Massachusetts
$248K +$6.52K +18 +3%
IG
946
ING Group
Netherlands
$248K +$251K +694 New
WA
947
Wealth Alliance
New York
$247K -$31.9K -88 -11%
EWM
948
Empirical Wealth Management
Washington
$246K -$115K -318 -32%
AFT
949
Alpha Family Trust
California
$246K – – –
GGA
950
Granite Group Advisors
Connecticut
$246K – – –