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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1351
Strategic Blueprint
Georgia
$2.98M +$73.6K +422 +3%
WTB
1352
Washington Trust Bank
Washington
$2.98M -$13.8K -79 -0.5%
MW
1353
Marcum Wealth
Ohio
$2.98M -$85.7K -491 -3%
TSWM
1354
Triangle Securities Wealth Management
North Carolina
$2.98M +$24.6K +141 +0.9%
SCP
1355
Syntal Capital Partners
Texas
$2.98M -$175 -1 -0%
FAM
1356
Formidable Asset Management
Ohio
$2.97M +$200K +1,146 +7%
RFA
1357
Resurgent Financial Advisors
Georgia
$2.96M +$84.5K +484 +3%
BA
1358
Bristlecone Advisors
Washington
$2.96M +$140K +804 +5%
EI
1359
EDMP Inc
Florida
$2.95M -$67K -384 -2%
SIA
1360
Schechter Investment Advisors
Michigan
$2.94M +$145K +830 +5%
Birch Hill Investment Advisors
1361
Birch Hill Investment Advisors
Massachusetts
$2.94M +$98.9K +567 +4%
CA
1362
CGN Advisors
Kansas
$2.93M +$947K +5,425 +50%
LWM
1363
Lodestone Wealth Management
Washington
$2.92M +$2.84M +16,261 New
VCAM
1364
Van Cleef Asset Management
Ohio
$2.92M -$5.93K -34 -0.2%
QPWM
1365
Quadrant Private Wealth Management
Pennsylvania
$2.92M +$2.83M +16,242 New
Mather Group
1366
Mather Group
Illinois
$2.91M +$776K +4,447 +38%
CD
1367
Chapin Davis
Maryland
$2.91M +$2.83M +16,204 New
FWM
1368
Finer Wealth Management
Massachusetts
$2.91M +$52.5K +301 +2%
SW
1369
StrongBox Wealth
Missouri
$2.9M -$312K -1,789 -10%
FUBT
1370
First United Bank & Trust
Maryland
$2.9M -$118K -678 -4%
RMAM
1371
Raab & Moskowitz Asset Management
New Jersey
$2.89M +$292K +1,671 +12%
Brighton Jones LLC
1372
Brighton Jones LLC
Washington
$2.89M -$354K -2,030 -11%
AGP
1373
Autumn Glory Partners
Texas
$2.88M +$658K +3,770 +31%
TCOO
1374
Trust Company of Oklahoma
Oklahoma
$2.88M +$132K +757 +5%
IR
1375
IAT Reinsurance
New York
$2.87M – – –