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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
676
B. Riley Wealth Advisors
Florida
$354K +$95.5K +639 +38%
WQ
677
Wealth Quarterback
New Jersey
$349K +$18.8M +125,889 New
FFBTD
678
First Financial Bank - Trust Division
Ohio
$348K
PAMG
679
Patton Albertson Miller Group
Tennessee
$345K -$20.3K -136 -6%
AA
680
ALPS Advisors
Colorado
$345K -$14.8K -99 -4%
VWM
681
Venturi Wealth Management
Texas
$345K -$4.48K -30 -1%
LNB
682
Ledyard National Bank
$343K +$44.8K +300 +15%
MA
683
Mutual Advisors
Nebraska
$343K +$334K +2,235 New
GHA
684
GW Henssler & Associates
Georgia
$341K +$332K +2,219 New
GT
685
Greenleaf Trust
Michigan
$340K -$64.7K -433 -16%
RBFC
686
Roman Butler Fullerton & Co
Missouri
$340K +$897 +6 +0.3%
FWM
687
Frontier Wealth Management
Missouri
$338K -$36.2K -242 -10%
EWM
688
Empirical Wealth Management
Washington
$338K +$329K +2,203 New
VDI
689
Vaughan David Investments
Illinois
$335K
SS
690
Simplicity Solutions
Minnesota
$334K +$37.2K +249 +13%
CII
691
Capital International Inc
California
$332K
BCA
692
Bay Colony Advisors
Massachusetts
$332K +$311K +2,079 New
RPC
693
Rossmore Private Capital
Connecticut
$330K
MFG
694
Merit Financial Group
Georgia
$330K +$76.2K +510 +31%
GIA
695
Gateway Investment Advisers
Ohio
$328K -$32.3K -216 -9%
WAM
696
Wealthspire Advisors (Maryland)
Maryland
$326K +$30.6K +205 +11%
BHTS
697
Bar Harbor Trust Services
Maine
$326K +$318K +2,125 New
TAM
698
Townsend Asset Management
North Carolina
$324K +$316K +2,113 New
FANJ
699
Financial Architects (New Jersey)
New Jersey
$322K -$98.9K -662 -24%
ESB
700
Essex Savings Bank
Connecticut
$322K -$2.99K -20 -0.9%