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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1326
Fox Run Management
Connecticut
$296K +$325K +4,219 New
FA
1327
Fortis Advisors
Pennsylvania
$294K -$7.7K -100 -2%
WAG
1328
Winthrop Advisory Group
Massachusetts
$294K -$462 -6 -0.1%
BA
1329
Ballast Advisors
Minnesota
$293K +$3.16K +41 +1%
FMLI
1330
Fukoku Mutual Life Insurance
Japan
$291K – – –
PPW
1331
Parcion Private Wealth
Washington
$291K -$1.7K -22 -0.5%
CIA
1332
Compass Ion Advisors
Pennsylvania
$291K -$21K -273 -6%
Howard Capital Management
1333
Howard Capital Management
Georgia
$291K -$300K -3,898 -49%
PWMAG
1334
Pinnacle Wealth Management Advisory Group
New Jersey
$291K +$24.3K +316 +8%
CHJWM
1335
Carlton Hofferkamp & Jenks Wealth Management
Texas
$291K -$19.4K -252 -6%
MF
1336
Meridian Financial
Massachusetts
$290K – – –
AWAP
1337
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$289K – – –
71 West Capital Partners
1338
71 West Capital Partners
Massachusetts
$289K +$40.2K +522 +15%
BMWM
1339
Brown Miller Wealth Management
Virginia
$288K -$25.4K -330 -8%
SB
1340
Simmons Bank
Arkansas
$288K +$52.5K +682 +20%
SCA
1341
St. Clair Advisors
Ohio
$287K -$156K -2,022 -34%
LCC
1342
Lincoln Capital Corp
Rhode Island
$287K +$308K +4,000 New
ACP
1343
Aviance Capital Partners
Florida
$287K -$38.3K -497 -11%
GTS Securities
1344
GTS Securities
Florida
$287K -$722K -9,371 -70%
OAS
1345
Optivise Advisory Services
Tennessee
$286K -$231 -3 -0.1%
MFWP
1346
Mosaic Family Wealth Partners
Missouri
$285K +$306K +3,972 New
Smithfield Trust
1347
Smithfield Trust
Pennsylvania
$285K -$64.1K -832 -17%
LSC
1348
Lesa Sroufe & Co
Washington
$285K – – –
TWM
1349
TRB Wealth Management
Texas
$284K +$305K +3,960 New
HB
1350
Horizon Bancorp
Indiana
$283K +$11.2K +146 +4%