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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
1101
Cornerstone Select Advisors
Missouri
$350K
FTC
1102
Farmers Trust Company
Ohio
$349K
CPA
1103
Cardiff Park Advisors
California
$349K
UCMOK
1104
United Capital Management of KS
Kansas
$348K +$391K +1,109 New
KA
1105
Klingman & Associates
New York
$346K +$389K +1,104 New
SIG
1106
Sky Investment Group
Connecticut
$346K -$3.52K -10 -0.9%
CFG
1107
Carr Financial Group
Massachusetts
$345K +$1.76K +5 +0.5%
CRI
1108
Colonial River Investments
Virginia
$343K -$310K -880 -45%
JPWM
1109
Jamison Private Wealth Management
Georgia
$342K +$31.7K +90 +9%
LSPW
1110
Lake Street Private Wealth
Illinois
$342K -$14.1K -40 -4%
PWG
1111
Portside Wealth Group
Utah
$338K -$63.8K -181 -14%
SVWAG
1112
Sound View Wealth Advisors Group
Georgia
$338K +$19.7K +56 +5%
CWP
1113
Cyndeo Wealth Partners
Florida
$336K +$3.17K +9 +0.8%
HFF
1114
Halter Ferguson Financial
Indiana
$336K -$352 -1 -0.1%
SWM
1115
SeaCrest Wealth Management
New York
$335K +$33.5K +95 +10%
MTIC
1116
Missouri Trust & Investment Company
Missouri
$334K -$8.81K -25 -2%
CCB
1117
Cutter & Co Brokerage
Missouri
$333K +$4.58K +13 +1%
FFB
1118
First Financial Bankshares
Texas
$331K -$4.58K -13 -1%
MIM
1119
Marco Investment Management
Georgia
$331K
PWP
1120
Perfromance Wealth Partners
Illinois
$329K -$2.11K -6 -0.6%
DA
1121
Dover Advisors
Virginia
$329K
ECM
1122
EagleClaw Capital Management
Massachusetts
$329K
NCM
1123
Neumann Capital Management
California
$329K
SCP
1124
Sivia Capital Partners
California
$328K +$369K +1,048 New
CT
1125
Coastline Trust
Rhode Island
$325K -$96.5K -274 -21%