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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
826
Larson Financial Group
Missouri
$839K -$41.4K -140 -5%
SWM
827
Spire Wealth Management
Virginia
$834K -$83.1K -281 -9%
RPC
828
Rossmore Private Capital
Connecticut
$831K -$29.6K -100 -3%
AWE
829
Avidian Wealth Enterprises
Texas
$827K -$228K -769 -21%
HI
830
Humankind Investments
New York
$827K +$86.7K +293 +11%
IIM
831
Ipswich Investment Management
Massachusetts
$826K
AC
832
Avestar Capital
New York
$823K -$147K -497 -15%
SF
833
Summit Financial
New Jersey
$822K -$1.18K -4 -0.1%
SAM
834
S.A. Mason
Michigan
$819K +$296 +1 +0%
AG
835
Ascent Group
Virginia
$819K -$58K -196 -6%
FWTB
836
First Western Trust Bank
Colorado
$812K -$592 -2 -0.1%
MBTD
837
Mechanics Bank - Trust Department
California
$807K
FTWA
838
Fifth Third Wealth Advisors
Ohio
$807K +$348K +1,176 +72%
SWP
839
Sagespring Wealth Partners
Tennessee
$805K -$303K -1,024 -27%
DAS
840
Dynamic Advisor Solutions
Arizona
$804K -$109K -367 -12%
DSC
841
Duncker Streett & Co
Missouri
$800K -$5.33K -18 -0.6%
PSP
842
Pacific Sage Partners
Washington
$792K -$7.4K -25 -0.9%
TBA
843
Tower Bridge Advisors
Pennsylvania
$786K
BCWM
844
Bartlett & Co Wealth Management
Ohio
$784K
PWA
845
Physician Wealth Advisors
Utah
$782K +$12.1K +41 +2%
GWM
846
Gibbs Wealth Management
Georgia
$770K +$84.9K +287 +12%
VWA
847
Visionary Wealth Advisors
Illinois
$768K -$33.1K -112 -4%
FNBT
848
FineMark National Bank & Trust
Florida
$766K -$44.7K -151 -5%
GWCM
849
Godshalk Welsh Capital Management
Pennsylvania
$765K -$29.6K -100 -4%
WIC
850
Wilkins Investment Counsel
Massachusetts
$762K