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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1576
Frisch Financial Group
New York
$249K +$234K +6,227 New
DE
1577
Day & Ennis
Georgia
$248K
TTWM
1578
TCV Trust & Wealth Management
Virginia
$245K -$116K -3,079 -33%
DWM
1579
Darwin Wealth Management
Florida
$245K -$14.7K -391 -6%
I
1580
IberiaBank
Louisiana
$243K -$98.4K -2,615 -30%
PSG
1581
Planning Solutions Group
Maryland
$243K +$2.9K +77 +1%
LC
1582
LCNB Corp
Ohio
$242K -$4.59K -122 -2%
SRC
1583
Shufro Rose & Co
New York
$242K
WAG
1584
Winthrop Advisory Group
Massachusetts
$242K +$227K +6,022 New
PAS
1585
Partnervest Advisory Services
California
$242K +$227K +6,044 New
GC
1586
Gilbert & Cook
Iowa
$242K +$228K +6,066 New
LFA
1587
Legacy Financial Advisors
Kentucky
$241K +$57.8K +1,535 +34%
MLIC
1588
Mandatum Life Insurance Company
Finland
$240K
FPCG
1589
Fort Pitt Capital Group
Pennsylvania
$238K -$124K -3,305 -36%
FTI
1590
Fiduciary Trust International
Massachusetts
$238K +$92.9K +2,470 +55%
MGIA
1591
Moneta Group Investment Advisors
Missouri
$238K +$224K +5,953 New
P
1592
&Partners
Tennessee
$237K
RWM
1593
Ritholtz Wealth Management
New York
$235K -$12.3K -328 -5%
EWA
1594
ERTS Wealth Advisors
Michigan
$234K +$60.2K +1,600 +38%
DT
1595
Diversified Trust
Tennessee
$233K -$9.63K -256 -4%
FSA
1596
Fort Sheridan Advisors
Illinois
$231K -$18.6K -494 -8%
OIA
1597
Optimum Investment Advisors
Illinois
$231K +$10.3K +274 +5%
OSNBOA
1598
Old Second National Bank of Aurora
Illinois
$231K +$158K +4,195 +265%
FHC
1599
First Heartland Consultants
Missouri
$231K +$217K +5,768 New
MFW
1600
Meristem Family Wealth
Minnesota
$231K +$218K +5,785 New