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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
951
Wealthspire Advisors (Maryland)
Maryland
$246K -$262K -1,175 -50%
GGI
952
Godsey & Gibb Inc
Virginia
$246K
WBC
953
West Branch Capital
Massachusetts
$246K +$1.11K +5 +0.4%
CAW
954
Cornerstone Advisors (Washington)
Washington
$245K +$14.9K +67 +6%
HAS
955
HBW Advisory Services
California
$245K +$259K +1,165 New
HIS
956
Harvest Investment Services
Illinois
$244K +$20.3K +91 +8%
NICM
957
Neo Ivy Capital Management
New York
$243K +$258K +1,157 New
XF
958
XML Financial
Maryland
$242K
FMWA
959
Forvis Mazars Wealth Advisors
Missouri
$241K +$4.68K +21 +2%
GD
960
Grandfield & Dodd
New York
$240K
SWM
961
SVA Wealth Management
Wisconsin
$239K +$254K +1,139 New
RZH
962
Relyea Zuckerberg Hanson
Connecticut
$238K -$11.6K -52 -5%
SFM
963
Signet Financial Management
New Jersey
$236K +$10.7K +48 +5%
FC
964
FORA Capital
Florida
$236K +$250K +1,122 New
GW
965
GW & Wade
Massachusetts
$235K -$24.5K -110 -9%
CGL
966
Clarius Group LLC
Washington
$235K -$1.11K -5 -0.4%
BMC
967
Benin Management Corp
Connecticut
$231K
RG
968
Rikoon Group
New Mexico
$231K
SAM
969
SignalPoint Asset Management
Missouri
$231K
B
970
Bridgeworth
Alabama
$230K +$668 +3 +0.3%
ONST
971
Old North State Trust
North Carolina
$227K -$117K -525 -33%
CCA
972
Checchi Capital Advisers
California
$226K -$24.9K -112 -9%
SF
973
Symphony Financial
Texas
$225K -$8.24K -37 -3%
BB
974
Berkshire Bank
Massachusetts
$225K +$239K +1,071 New
EF
975
Empirical Finance
Pennsylvania
$223K +$236K +1,061 New