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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1101
Fragasso Financial Advisors
Pennsylvania
$364K +$47.3K +171 +15%
FWI
1102
Facet Wealth Inc
Maryland
$363K +$377K +1,362 New
ABWM
1103
Alpine Bank Wealth Management
Colorado
$362K -$51.5K -186 -12%
I
1104
InceptionR
California
$361K -$490K -1,770 -57%
MWM
1105
Modera Wealth Management
New Jersey
$361K -$57.8K -209 -13%
PNC
1106
Park National Corp
Ohio
$360K -$9.68K -35 -3%
MCC
1107
Money Concepts Capital
Florida
$359K +$373K +1,348 New
JCM
1108
Jacobi Capital Management
Pennsylvania
$358K +$36K +130 +11%
BONH
1109
Bank of New Hampshire
New Hampshire
$358K – – –
IAS
1110
Insigneo Advisory Services
Florida
$357K -$129K -467 -26%
PWPS
1111
Pinnacle Wealth Planning Services
Ohio
$355K +$43.2K +156 +13%
GC
1112
Grimes & Company
Massachusetts
$353K +$4.15K +15 +1%
RA
1113
RFG Advisory
Alabama
$353K -$37.4K -135 -9%
OWP
1114
Obermeyer Wealth Partners
Colorado
$352K -$22.1K -80 -6%
E
1115
Evansbrook
Illinois
$350K – – –
PCA
1116
Purkiss Capital Advisors
Connecticut
$350K -$40.4K -146 -10%
NFP
1117
Narus Financial Partners
Utah
$349K +$53.4K +193 +17%
KC
1118
Karras Company
Utah
$349K +$362K +1,308 New
ET
1119
Equitable Trust
Tennessee
$349K – – –
SVWAG
1120
Sound View Wealth Advisors Group
Georgia
$348K -$7.19K -26 -2%
EWM
1121
Evercore Wealth Management
New York
$347K +$9.68K +35 +3%
TC
1122
Truvestments Capital
Florida
$346K +$277 +1 +0.1%
BC
1123
Broadwater Capital
Massachusetts
$346K – – –
SFC
1124
SYM Financial Corp
Indiana
$345K +$358K +1,294 New
WSC
1125
Wellington Shields & Co
New York
$343K – – –