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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
751
Flagship Harbor Advisors
Massachusetts
$274K +$14.3K +346 +6%
RMDI
752
R.M. Davis Inc
Maine
$274K -$33.2K -800 -12%
WA
753
WESPAC Advisors
California
$274K
SM
754
STF Management
Texas
$273K -$202K -4,866 -45%
HCM
755
Howland Capital Management
Massachusetts
$270K
EWA
756
EP Wealth Advisors
California
$268K +$232K +5,584 New
KWM
757
Kolinsky Wealth Management
New Jersey
$267K -$28K -676 -10%
LNC
758
Lincoln National Corp
Pennsylvania
$266K +$242K +5,834 New
MPCG
759
Matrix Private Capital Group
New York
$265K
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$265K +$6.96K +168 +3%
QI
761
Qtron Investments
Massachusetts
$263K -$224K -5,394 -48%
SPIA
762
Steward Partners Investment Advisory
New York
$262K -$6.63K -160 -3%
GRP
763
Global Retirement Partners
California
$261K +$4.81K +116 +2%
BFO
764
Boston Family Office
Massachusetts
$258K -$2.65K -64 -1%
SIM
765
Sentry Investment Management
Wisconsin
$257K
STA
766
Summit Trail Advisors
New York
$257K +$233K +5,626 New
IWM
767
IHT Wealth Management
Illinois
$256K +$233K +5,618 New
CT
768
Clearstead Trust
Maine
$255K
RWM
769
RBA Wealth Management
California
$253K
GDP
770
Great Diamond Partners
Maine
$252K -$64.5K -1,556 -22%
AFT
771
Alpha Family Trust
California
$251K
OIA
772
OneDigital Investment Advisors
Kansas
$250K -$1.82K -44 -0.8%
FFM
773
Forum Financial Management
Illinois
$248K +$1.99K +48 +0.9%
Koshinski Asset Management
774
Koshinski Asset Management
Illinois
$248K -$1.99K -48 -0.9%
GLA
775
Great Lakes Advisors
Illinois
$248K -$100K -2,424 -31%