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Name Holding Trade Value Shares
Change
Change in
Stake
WE
1476
Wealth Effects
Massachusetts
$261K
AA
1477
Alta Advisers
United Kingdom
$260K -$112K -240 -32%
PL
1478
Plancorp LLC
Missouri
$259K +$1.87K +4 +0.8%
SWM
1479
Spire Wealth Management
Virginia
$258K
ATIA
1480
American Trust Investment Advisors
New Hampshire
$258K
TSW
1481
Three Seasons Wealth
Utah
$257K +$236K +504 New
FNT
1482
First National Trust
Pennsylvania
$257K -$12.6K -27 -5%
AMG
1483
Advisors Management Group
Wisconsin
$257K
PJWM
1484
Philip James Wealth Mangement
Georgia
$257K
CCM
1485
Chilton Capital Management
Texas
$256K -$45.3K -97 -16%
FFP
1486
FourThought Financial Partners
Florida
$255K -$145K -310 -38%
ABWM
1487
Alpine Bank Wealth Management
Colorado
$255K
CFIA
1488
Cantor Fitzgerald Investment Advisors
New York
$255K
EWM
1489
Edge Wealth Management
New York
$255K
FSA
1490
Financial Security Advisor
Virginia
$255K
NEPPG
1491
New England Professional Planning Group
Rhode Island
$255K
OL
1492
one8zero8 LLC
North Carolina
$255K
NRC
1493
New Republic Capital
North Carolina
$254K +$233K +498 New
FDCP
1494
Foster Dykema Cabot & Partners
Massachusetts
$254K
RPSA
1495
Richard P. Slaughter Associates
Texas
$253K -$9.82K -21 -4%
KA
1496
Kure Advisory
Minnesota
$253K +$231K +495 New
VAG
1497
VisionPoint Advisory Group
Texas
$253K -$22K -47 -9%
OWA
1498
One Wealth Advisors
California
$252K
FCG
1499
Fielder Capital Group
Tennessee
$251K -$5.14K -11 -2%
CIC
1500
Chilton Investment Company
Connecticut
$251K +$230K +492 New