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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
776
Shelton Capital Management
Colorado
$290K +$27K +754 +11%
WDG
777
Wealth Dimensions Group
Ohio
$290K -$60.3K -1,683 -18%
FCBT
778
First Citizens Bank & Trust
North Carolina
$289K +$275K +7,670 New
KWA
779
Kingswood Wealth Advisors
California
$286K -$21.3K -594 -7%
APP
780
Avantax Planning Partners
Iowa
$286K +$26.6K +741 +11%
PBO
781
Peoples Bank (Ohio)
Ohio
$285K
SSG
782
Summit Securities Group
New York
$285K -$10.9M -305,311 -98%
LWM
783
LongView Wealth Management
Georgia
$283K -$64.5K -1,799 -19%
PAG
784
Powers Advisory Group
Illinois
$282K -$51.1K -1,426 -16%
RWMG
785
Redwood Wealth Management Group
New Jersey
$281K -$1.15K -32 -0.4%
BAM
786
Berkshire Asset Management
Pennsylvania
$280K -$2.73K -76 -1%
VWA
787
Visionary Wealth Advisors
Illinois
$280K +$251 +7 +0.1%
Fayez Sarofim & Co
788
Fayez Sarofim & Co
Texas
$279K -$91.9K -2,564 -26%
GL
789
Graypoint LLC
New York
$279K +$265K +7,396 New
CIA
790
Cape Investment Advisory
Georgia
$279K +$113K +3,144 +74%
OIA
791
Optimum Investment Advisors
Illinois
$278K
FWP
792
FAS Wealth Partners
Kansas
$277K -$28.9K -806 -10%
WIM
793
WealthPlan Investment Management
Nebraska
$276K
CT
794
Caldwell Trust
Florida
$276K +$9.82K +274 +4%
BHWM
795
Bar Harbor Wealth Management
New Hampshire
$275K
DWT
796
Dorsey & Whitney Trust
South Dakota
$275K -$5.2K -145 -2%
SF
797
Summit Financial
New Jersey
$274K +$261K +7,271 New
CHC
798
City Holding Co
West Virginia
$274K -$11K -306 -4%
AP
799
Americana Partners
Texas
$273K +$43K +1,200 +20%
KWS
800
Keystone Wealth Services
California
$272K