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Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1126
ClearBridge Investments
New York
$236K +$206K +800 New
Anchor Investment Management
1127
Anchor Investment Management
South Carolina
$235K -$9.02K -35 -4%
SFC
1128
Swisher Financial Concepts
Ohio
$235K -$35.8K -139 -15%
Portside Wealth Group
1129
Portside Wealth Group
Utah
$234K +$204K +793 New
MMHP
1130
Murphy Middleton Hinkle & Parker
Georgia
$233K +$204K +791 New
ZIG
1131
Zullo Investment Group
Pennsylvania
$232K +$203K +787 New
Fort Washington Investment Advisors
1132
Fort Washington Investment Advisors
Ohio
$232K +$203K +787 New
Capital Investment Advisory Services
1133
Capital Investment Advisory Services
North Carolina
$231K +$202K +785 New
Curi RMB Capital
1134
Curi RMB Capital
Illinois
$229K -$28.3K -110 -12%
ATIA
1135
American Trust Investment Advisors
New Hampshire
$227K -$73.4K -285 -27%
ATC
1136
Adirondack Trust Company
New York
$227K – – –
Aspiriant LLC
1137
Aspiriant LLC
California
$225K +$197K +764 New
AAMC
1138
Asset Allocation & Management Company
Illinois
$225K +$197K +763 New
Advisory Alpha
1139
Advisory Alpha
Michigan
$225K +$196K +762 New
River Wealth Advisors
1140
River Wealth Advisors
Pennsylvania
$224K +$196K +761 New
PDS Planning
1141
PDS Planning
Ohio
$224K +$196K +760 New
Centaurus Financial
1142
Centaurus Financial
California
$223K +$40.7K +158 +26%
Meridian Wealth Management
1143
Meridian Wealth Management
Kentucky
$222K +$194K +752 New
Ramirez Asset Management
1144
Ramirez Asset Management
New York
$218K – – –
Evermay Wealth Management
1145
Evermay Wealth Management
Virginia
$217K -$19.8K -77 -9%
Keel Point
1146
Keel Point
Alabama
$216K +$189K +733 New
AI
1147
AXS Investments
New York
$215K +$14.2K +55 +8%
Park National Corp
1148
Park National Corp
Ohio
$215K +$188K +730 New
PWW
1149
Pettyjohn Wood & White
Virginia
$215K +$188K +730 New
RFN
1150
Redwood Financial Network
Ohio
$215K -$63.9K -248 -25%