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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1201
Seven Mile Advisory
New Jersey
$283K -$27.2K -97 -9%
JPLA
1202
Joseph P. Lucia & Associates
New York
$282K +$287K +1,024 New
AWM
1203
Aprio Wealth Management
Georgia
$282K +$287K +1,023 New
CFO
1204
CVA Family Office
Colorado
$282K -$65.6K -234 -19%
AC
1205
Apella Capital
Connecticut
$282K +$72.9K +260 +34%
TWC
1206
TD Waterhouse Canada
Ontario, Canada
$280K -$1.68K -6 -0.6%
DA
1207
Detalus Advisors
Missouri
$280K +$280 +1 +0.1%
HWA
1208
Heritage Wealth Advisors
Virginia
$279K
SIM
1209
Stratos Investment Management
Ohio
$278K -$2.24K -8 -0.8%
JSW
1210
Journey Strategic Wealth
New Jersey
$278K -$173K -618 -38%
WFAG
1211
Wescott Financial Advisory Group
Pennsylvania
$278K +$21.6K +77 +8%
RCG
1212
Regatta Capital Group
California
$277K
PWW
1213
Pettyjohn Wood & White
Virginia
$276K +$27.8K +99 +11%
5NPW
1214
55 North Private Wealth
Florida
$276K +$281K +1,003 New
BFA
1215
Beaumont Financial Advisors
Massachusetts
$274K -$129K -460 -32%
HFA
1216
Highland Financial Advisors
New Jersey
$274K +$279K +996 New
PPW
1217
Parcion Private Wealth
Washington
$274K +$279K +994 New
PCM
1218
Parsons Capital Management
Rhode Island
$273K +$3.65K +13 +1%
FMLI
1219
Fukoku Mutual Life Insurance
Japan
$273K -$39.5K -141 -12%
CPG
1220
Cornerstone Planning Group
New Jersey
$272K -$63.1K -225 -18%
DWP
1221
Daymark Wealth Partners
Ohio
$272K +$23.5K +84 +9%
VCM
1222
Virtue Capital Management
Tennessee
$272K +$273K +975 New
SWP
1223
Strategic Wealth Partners
Ohio
$271K -$8.13K -29 -3%
BHBT
1224
Burke & Herbert Bank & Trust
Virginia
$269K +$274K +976 New
LFA
1225
Legacy Financial Advisors
Kentucky
$268K -$137K -490 -33%