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Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
Addison Advisors
Vermont
$383K +$116 +1 +0%
CFO
802
Capitol Family Office
Oregon
$381K +$105K +903 +39%
SCM
803
Stevens Capital Management
Pennsylvania
$380K +$374K +3,209 New
OFS
804
OneAscent Financial Services
Alabama
$379K +$67.7K +581 +22%
SWM
805
Spire Wealth Management
Virginia
$378K +$157K +1,351 +74%
CG
806
Cynosure Group
Utah
$377K +$55.4K +476 +18%
SB
807
Sunflower Bank
Texas
$374K -$15.6K -134 -4%
BIM
808
Baldwin Investment Management
Pennsylvania
$373K -$70.5K -605 -16%
WE
809
Wealth Effects
Massachusetts
$368K +$362K +3,105 New
EGA
810
Eagle Global Advisors
Texas
$367K
CA
811
Claro Advisors
Massachusetts
$366K +$360K +3,087 New
HCA
812
Harbour Capital Advisors
Virginia
$365K -$24.1K -207 -6%
PWP
813
Principle Wealth Partners
Connecticut
$365K
GAG
814
GM Advisory Group
New York
$364K +$358K +3,072 New
BCM
815
Brookstone Capital Management
Illinois
$359K +$134K +1,148 +61%
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$359K +$97.6K +838 +38%
SFP
817
Sweet Financial Partners
Minnesota
$358K +$351K +3,016 New
NSAM
818
North Star Asset Management
Wisconsin
$357K +$7.57K +65 +2%
DA
819
Detalus Advisors
Missouri
$356K +$350K +3,004 New
VI
820
Versor Investments
New York
$356K -$234K -2,006 -40%
FI
821
Fosun International
China
$356K
UB
822
Umpqua Bank
Oregon
$353K +$6.87K +59 +2%
KeyBank National Association
823
KeyBank National Association
Ohio
$351K -$289K -2,480 -46%
FMP
824
Financial Management Professionals
Texas
$351K -$15.4K -132 -4%
SFI
825
Siemens Fonds Invest
Germany
$350K +$344K +2,953 New