Name Holding Trade Value Shares
Change
Change in
Stake
SSW
976
Smith Shellnut Wilson
Mississippi
$278K – – –
RWRC
977
R.W. Roge & Company
New York
$278K – – –
MWM
978
Modera Wealth Management
New Jersey
$277K -$42.7K -170 -15%
SAI
979
Savvy Advisors Inc
New York
$277K -$4.77K -19 -2%
FPW
980
Flywheel Private Wealth
California
$276K – – –
AIA
981
Affinity Investment Advisors
California
$276K – – –
CAM
982
Creekmur Asset Management
Illinois
$275K +$242K +964 +3,708%
AFW
983
Avantra Family Wealth
Pennsylvania
$275K -$154K -613 -38%
AFG
984
Atomi Financial Group
New York
$275K +$248K +988 New
GLA
985
Good Life Advisors
Pennsylvania
$274K -$27.9K -111 -10%
Pzena Investment Management
986
Pzena Investment Management
New York
$273K -$56.3K -224 -19%
MW
987
Members Wealth
Pennsylvania
$272K -$113K -451 -32%
AC
988
Avestar Capital
New York
$272K +$13.6K +54 +6%
FCG
989
Fielder Capital Group
Tennessee
$272K +$1.51K +6 +0.6%
LL
990
LPWM LLC
Minnesota
$269K +$243K +968 New
CIA
991
Capital Investment Advisors
Georgia
$266K -$5.78K -23 -2%
SP
992
Symmetry Partners
Connecticut
$266K -$3.01K -12 -1%
OA
993
Operose Advisors
Wisconsin
$264K – – –
HI
994
Harbour Investments
Wisconsin
$261K +$45K +179 +24%
CBA
995
Coastal Bridge Advisors
Connecticut
$259K +$234K +932 New
CA
996
Continuum Advisory
Idaho
$259K -$46.7K -186 -17%
DAM
997
Diamant Asset Management
Connecticut
$259K – – –
FFP
998
FourThought Financial Partners
Florida
$257K -$8.79K -35 -4%
ACM
999
AUA Capital Management
Pennsylvania
$256K – – –
DE
1000
Diversified Enterprises
Delaware
$256K +$231K +920 New