Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1026
Crew Capital Management
Ohio
$314K -$43.6K -125 -11%
ETS
1027
ESL Trust Services
New York
$314K – – –
FCM
1028
Farallon Capital Management
California
$314K – – –
GWM
1029
Grand Wealth Management
Michigan
$314K – – –
SSW
1030
Smith Shellnut Wilson
Mississippi
$314K – – –
FPW
1031
Flywheel Private Wealth
California
$312K – – –
FHB
1032
First Hawaiian Bank
Hawaii
$311K – – –
PSB
1033
Piscataqua Savings Bank
New Hampshire
$306K -$52.4K -150 -13%
MWM
1034
Modera Wealth Management
New Jersey
$306K -$44K -126 -11%
WJWM
1035
Williams Jones Wealth Management
New York
$306K +$43.6K +125 +15%
JF
1036
JMN Financial
Ohio
$305K +$110K +315 +48%
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$304K -$29.3K -84 -8%
CFG
1038
Cooper Financial Group
California
$301K -$8.73K -25 -3%
HIP
1039
HUB Investment Partners
Texas
$301K +$334K +958 New
MAG
1040
M3 Advisory Group
Massachusetts
$300K +$1.75K +5 +0.5%
ILI
1041
Invesco LLC (Illinois)
Illinois
$300K – – –
UB
1042
UMB Bank
Missouri
$300K -$3.14K -9 -0.9%
MW
1043
Marble Wealth
Alabama
$300K -$99.2K -284 -23%
RCA
1044
Resonant Capital Advisors
Wisconsin
$299K +$54.8K +157 +20%
OA
1045
Operose Advisors
Wisconsin
$298K – – –
BPWM
1046
Badgley Phelps Wealth Managers
Washington
$298K +$349 +1 +0.1%
AAS
1047
Ameritas Advisory Services
Nebraska
$297K -$44.7K -128 -12%
TFA
1048
Transamerica Financial Advisors
Florida
$295K +$120K +344 +58%
SEP
1049
Signature Equity Partners
Ohio
$294K +$14.3K +41 +5%
KCP
1050
Kera Capital Partners
California
$294K – – –