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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1251
First Command Bank
Texas
$194K
FCFS
1252
First Command Financial Services
Texas
$194K
MWM
1253
Mascoma Wealth Management
New Hampshire
$189K -$39.1K -150 -19%
VNA
1254
Valley National Advisers
Pennsylvania
$189K -$95.6K -367 -35%
LCM
1255
Logan Capital Management
Pennsylvania
$184K -$1.65M -6,350 -91%
WPA
1256
West Paces Advisors
Georgia
$183K
PPC
1257
Park Place Capital
Alabama
$176K -$16.9K -65 -9%
CFG
1258
CKW Financial Group
Hawaii
$175K
EDRH
1259
Edmond de Rothschild Holding
Switzerland
$172K -$8.59K -33 -5%
KFP
1260
KB Financial Partners
New Jersey
$170K -$149K -571 -49%
TLA
1261
Tanglewood Legacy Advisors
Texas
$160K
EWM
1262
Endurance Wealth Management
Rhode Island
$157K
CT
1263
Cambridge Trust
Massachusetts
$157K -$8.59K -33 -6%
IBOK
1264
Independence Bank of Kentucky
Kentucky
$153K +$3.91K +15 +3%
JWA
1265
JFS Wealth Advisors
Pennsylvania
$150K -$2.6K -10 -2%
HI
1266
Harbour Investments
Wisconsin
$150K -$14.6K -56 -10%
SC
1267
SouthState Corp
Florida
$148K
PWMG
1268
Prestige Wealth Management Group
New Jersey
$147K -$224K -859 -62%
MAWCM
1269
Mine & Arao Wealth Creation & Management
California
$144K -$1.04K -4 -0.8%
FCMT
1270
Founders Capital Management (Texas)
Texas
$143K
MCI
1271
MRP Capital Investments
Georgia
$140K +$26K +100 +25%
WOC
1272
West Oak Capital
California
$140K -$13K -50 -10%
SCA
1273
Stonebridge Capital Advisors
Minnesota
$139K -$3.65K -14 -3%
BWM
1274
BerganKDV Wealth Management
Minnesota
$135K -$7.03K -27 -5%
ECM
1275
Estabrook Capital Management
New York
$133K