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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2251
Plante Moran Financial Advisors
Michigan
$183K -$77.5K -700 -34%
BGAI
2252
Bruce G. Allen Investments
Colorado
$181K -$16.6K -150 -10%
USB
2253
Union Savings Bank
Connecticut
$181K -$24K -217 -14%
NEWAS
2254
N.E.W. Advisory Services
Wisconsin
$180K +$62.8K +567 +71%
JWA
2255
JFS Wealth Advisors
Pennsylvania
$180K -$10.1K -91 -6%
TPWA
2256
Twin Peaks Wealth Advisors
California
$179K +$150K +1,358 New
SAS
2257
Stelac Advisory Services
New York
$176K +$148K +1,337 New
TCM
2258
Triumph Capital Management
Colorado
$176K +$7.09K +64 +5%
PWA
2259
Portus Wealth Advisors
North Carolina
$174K +$146K +1,316 New
JSAM
2260
J. Safra Asset Management
New York
$173K
SWM
2261
SHP Wealth Management
Massachusetts
$173K +$18.9K +171 +15%
FDCP
2262
Foster Dykema Cabot & Partners
Massachusetts
$172K
PIS
2263
POM Investment Strategies
North Carolina
$172K +$144K +1,299 +129,900%
WB
2264
Webster Bank
Connecticut
$169K
CT
2265
Clearstead Trust
Maine
$168K
KFP
2266
Kerr Financial Planning
California
$165K +$112K +1,014 +317%
BGA
2267
Battery Global Advisors
Massachusetts
$165K +$136K +1,231 +6,479%
DWA
2268
Delos Wealth Advisors
Texas
$165K -$1.44K -13 -1%
OA
2269
Operose Advisors
Wisconsin
$164K +$32.4K +293 +31%
SNB
2270
Security National Bank
Nebraska
$157K
BLC
2271
Brown, Lisle/Cummings
Rhode Island
$156K -$9.19K -83 -7%
SIS
2272
Sound Income Strategies
Florida
$154K -$2.55K -23 -2%
M
2273
MOTCO
Texas
$154K +$5.87K +53 +5%
CA
2274
Crewe Advisors
Utah
$151K +$9.41K +85 +8%
FFC
2275
First Financial Corp
Indiana
$147K -$14.6K -132 -11%