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Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Wealth Advisors
2126
Heritage Wealth Advisors
Virginia
$303K – – –
KA
2127
Kure Advisory
Minnesota
$302K -$9.96K -44 -4%
VF
2128
Vawter Financial
Ohio
$301K +$2.49K +11 +1%
TCBWMS
2129
Texas Capital Bank Wealth Management Services
Texas
$301K +$20.4K +90 +9%
OFG
2130
Oxford Financial Group
Indiana
$301K +$17.2K +76 +7%
WAM
2131
Werlinich Asset Management
Connecticut
$300K -$19.9K -88 -7%
PCA
2132
Peddock Capital Advisors
Massachusetts
$299K – – –
SFG
2133
SevenBridge Financial Group
Pennsylvania
$299K – – –
CWP
2134
Curated Wealth Partners
California
$298K +$2.49K +11 +1%
First Merchants Corp
2135
First Merchants Corp
Indiana
$298K -$13.1K -58 -5%
IP
2136
Ignite Planners
California
$296K -$33K -146 -11%
FAM
2137
Forte Asset Management
New York
$296K – – –
HCM
2138
Highview Capital Management
Illinois
$296K +$4.53K +20 +2%
Larson Financial Group
2139
Larson Financial Group
Missouri
$295K -$17.2K -76 -6%
CCMW
2140
Cypress Capital Management (Wyoming)
Wyoming
$295K – – –
EA
2141
Everpar Advisors
Oklahoma
$295K +$253K +1,120 New
Gratus Capital
2142
Gratus Capital
Georgia
$295K +$25.8K +114 +11%
CA
2143
Cornerstone Advisory
Maryland
$294K +$12.4K +55 +5%
WA
2144
Wealthstar Advisors
Texas
$294K +$253K +1,118 New
Klingenstein Fields & Co
2145
Klingenstein Fields & Co
New York
$293K – – –
RI
2146
Ridgewood Investments
New Jersey
$292K -$43K -190 -15%
AIM
2147
Arcadia Investment Management
Michigan
$291K -$113K -500 -31%
PWAM
2148
Pinnacle West Asset Management
Wyoming
$291K +$18.1K +80 +8%
CSA
2149
Cottage Street Advisors
Massachusetts
$290K – – –
FAT
2150
First American Trust
California
$290K +$249K +1,101 New