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Name Holding Trade Value Shares
Change
Change in
Stake
FTC
1001
Farmers Trust Company
Ohio
$420K
GW
1002
GW & Wade
Massachusetts
$420K +$570 +2 +0.1%
CHC
1003
City Holding Co
West Virginia
$419K +$166K +581 +66%
PCA
1004
Pallas Capital Advisors
Massachusetts
$418K -$12K -42 -3%
XT
1005
XTX Topco
Cayman Islands
$415K +$414K +1,451 New
NME
1006
Notis-McConarty Edward
$415K
HEIP
1007
Hudson Edge Investment Partners
New Jersey
$412K +$411K +1,440 New
PFS
1008
Prospera Financial Services
Texas
$412K +$6.84K +24 +2%
FFA
1009
First Foundation Advisors
California
$411K +$31.1K +109 +8%
AFG
1010
AFS Financial Group
Maryland
$408K -$54.5K -191 -12%
CWS
1011
Confluence Wealth Services
Pennsylvania
$405K
NFP
1012
Narus Financial Partners
Utah
$403K -$20.8K -73 -5%
BCM
1013
Brookstone Capital Management
Illinois
$401K -$27.7K -97 -7%
CIA
1014
Capital Investment Advisors
Georgia
$400K -$133K -468 -25%
GPA
1015
Guerra Pan Advisors
New Jersey
$397K -$11.7K -41 -3%
TSWM
1016
Triangle Securities Wealth Management
North Carolina
$396K +$5.13K +18 +1%
WANY
1017
Wealthspire Advisors (New York)
New York
$393K +$72.4K +254 +23%
AR
1018
Advisory Research
Illinois
$392K +$391K +1,372 New
WAP
1019
Wealthcare Advisory Partners
Pennsylvania
$392K -$27.1K -95 -6%
MPCG
1020
Matrix Private Capital Group
New York
$390K
FMLI
1021
Fukoku Mutual Life Insurance
Japan
$390K
OWP
1022
Obermeyer Wealth Partners
Colorado
$389K +$138K +484 +55%
CFG
1023
Carr Financial Group
Massachusetts
$388K
SMA
1024
Sage Mountain Advisors
Georgia
$387K +$386K +1,354 New
IAIM
1025
International Assets Investment Management
Florida
$385K -$16.5K -58 -4%