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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
951
Transamerica Financial Advisors
Florida
$301K +$36.3K +126 +13%
FFA
952
Fairfield Financial Advisors
Massachusetts
$301K +$307K +1,064 New
AC
953
Apella Capital
Connecticut
$301K +$5.19K +18 +2%
CNB
954
Camden National Bank
Maine
$300K -$66.6K -231 -18%
AG
955
AIA Group
Hong Kong
$300K – – –
SW
956
Simplicity Wealth
New Jersey
$299K -$57.7K -200 -16%
FCA
957
FLC Capital Advisors
California
$297K – – –
KCP
958
Kera Capital Partners
California
$296K +$32K +111 +12%
KFAS
959
Keating Financial Advisory Services
Kansas
$293K -$107K -371 -26%
MSCM
960
McElhenny Sheffield Capital Management
Texas
$292K -$28.8K -100 -9%
SAI
961
Savvy Advisors Inc
New York
$290K -$114K -395 -28%
FFG
962
Fortem Financial Group
California
$289K -$72.9K -253 -20%
HFM
963
Harvest Fund Management
China
$286K -$3.17K -11 -1%
MT
964
Midwest Trust
Kansas
$285K -$16.1K -56 -5%
IC
965
IEQ Capital
California
$285K +$290K +1,006 New
GWM
966
Grand Wealth Management
Michigan
$284K +$865 +3 +0.3%
CCM
967
Crew Capital Management
Ohio
$283K – – –
ETS
968
ESL Trust Services
New York
$283K – – –
SSW
969
Smith Shellnut Wilson
Mississippi
$283K – – –
FNB
970
Farmers National Bank
Kentucky
$283K -$5.48K -19 -2%
RWRC
971
R.W. Roge & Company
New York
$282K -$2.88K -10 -1%
FPW
972
Flywheel Private Wealth
California
$281K – – –
FHB
973
First Hawaiian Bank
Hawaii
$280K – – –
MWM
974
Modera Wealth Management
New Jersey
$277K +$1.73K +6 +0.6%
SYBT
975
Stock Yards Bank & Trust
Kentucky
$277K -$123K -427 -30%