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Name Holding Trade Value Shares
Change
Change in
Stake
AA
851
Addison Advisors
Vermont
$245K
RWMG
852
Redwood Wealth Management Group
New Jersey
$245K
NHT
853
New Hampshire Trust
New Hampshire
$244K -$82.8K -552 -26%
HWA
854
Heartwood Wealth Advisors
Virginia
$244K
CW
855
CreativeOne Wealth
Kansas
$243K +$230K +1,536 New
WAS
856
Wealth Advisory Solutions
Indiana
$243K -$16.5K -110 -7%
CFA
857
CWS Financial Advisors
Michigan
$238K +$40K +267 +22%
CI
858
Cigna Investments
Connecticut
$238K -$3.45K -23 -2%
VIA
859
Vident Investment Advisory
Georgia
$238K -$1.05K -7 -0.5%
LG
860
LaFleur & Godfrey
Michigan
$237K
LAS
861
LWM Advisory Services
Florida
$237K
NCM
862
Next Capital Management
New York
$237K
JWCA
863
J.W. Coons Advisors
Ohio
$237K +$225K +1,500 New
FMAEN1
864
Fund Management at Engine No 1
California
$237K +$225K +1,498 New
AHB
865
Abner Herrman & Brock
New Jersey
$237K
MFG
866
Merit Financial Group
Georgia
$237K -$32.2K -215 -13%
MA
867
Montag & Associates
Georgia
$236K
PCM
868
Parsons Capital Management
Rhode Island
$232K
SA
869
Strategic Advisors
New York
$231K
HIC
870
Holderness Investments Company
North Carolina
$231K +$1.65K +11 +0.8%
AMCA
871
Arthur M. Cohen & Associates
Illinois
$231K
CWP
872
Core Wealth Partners
California
$229K +$217K +1,450 New
TCWM
873
Total Clarity Wealth Management
Illinois
$229K +$217K +1,445 New
WOC
874
West Oak Capital
California
$228K
PAG
875
Private Advisory Group
Washington
$226K +$215K +1,431 New