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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1176
Strategy Asset Managers
California
$255K +$3.72K +19 +1%
BG
1177
Bollard Group
Massachusetts
$253K +$4.9K +25 +2%
FCB
1178
First County Bank
Connecticut
$252K +$256K +1,309 New
AC
1179
Abbrea Capital
California
$251K +$47.6K +243 +23%
TCOT
1180
Trust Company of Toledo
Ohio
$251K
LWP
1181
Lumature Wealth Partners
Georgia
$250K -$1.18K -6 -0.5%
RWM
1182
Revisor Wealth Management
Ohio
$250K -$14.9K -76 -6%
MCCA
1183
Mill Creek Capital Advisors
Pennsylvania
$249K +$254K +1,295 New
MA
1184
MONECO Advisors
Connecticut
$249K +$253K +1,292 New
DCM
1185
DGS Capital Management
New Jersey
$249K +$1.37K +7 +0.5%
RG
1186
Renaissance Group
Kentucky
$249K +$24.7K +126 +11%
KP
1187
Keel Point
Alabama
$248K +$22.3K +114 +10%
Empower Advisory Group
1188
Empower Advisory Group
Colorado
$245K -$5.29K -27 -2%
RMCM
1189
Reynders McVeigh Capital Management
Massachusetts
$244K +$23.9K +122 +11%
AUB
1190
Atlantic Union Bankshares
Virginia
$242K
CA
1191
Carson Advisory
Georgia
$241K
SMA
1192
Sage Mountain Advisors
Georgia
$241K -$14.1K -72 -5%
ST
1193
Smithfield Trust
Pennsylvania
$241K
BWP
1194
BSW Wealth Partners
Colorado
$240K +$588 +3 +0.2%
CMBA
1195
C.M. Bidwell & Associates
Hawaii
$239K -$95K -485 -28%
E
1196
Ergoteles
New York
$238K -$769K -3,926 -76%
PP
1197
Patron Partners
Texas
$237K +$39.2K +200 +19%
FFBTD
1198
First Financial Bank - Trust Division
Ohio
$236K
QWM
1199
Quaker Wealth Management
New Jersey
$236K +$392 +2 +0.2%
PEA
1200
Park Edge Advisors
Ohio
$236K