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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
Burt Wealth Advisors
Maryland
$220K
CWM
752
Chemistry Wealth Management
New York
$220K
MA
753
MONECO Advisors
Connecticut
$220K
IWM
754
IHT Wealth Management
Illinois
$220K +$232K +1,294 New
FHA
755
Flagship Harbor Advisors
Massachusetts
$218K -$8.96K -50 -4%
BHWM
756
Bar Harbor Wealth Management
New Hampshire
$217K
BFO
757
Biltmore Family Office
North Carolina
$216K +$5.38K +30 +2%
PWP
758
Principle Wealth Partners
Connecticut
$216K +$14.3K +80 +7%
LIA
759
LS Investment Advisors
Michigan
$214K
WB
760
Webster Bank
Connecticut
$213K
GL
761
Graypoint LLC
New York
$212K -$3.94K -22 -2%
BHIA
762
Birch Hill Investment Advisors
Massachusetts
$212K
ANTB
763
AMG National Trust Bank
Colorado
$212K +$223K +1,247 New
CSIC
764
Clifford Swan Investment Counsel
California
$211K -$1.07K -6 -0.5%
HS
765
Horan Securities
United States
$210K +$2.87K +16 +1%
IA
766
IFP Advisors
Florida
$210K +$74.7K +417 +31%
LW
767
Linscomb Wealth
Texas
$209K -$26.9K -150 -11%
HBT
768
Hills Bank & Trust
Iowa
$209K -$25.4K -142 -10%
EM
769
Excalibur Management
Massachusetts
$209K
LWM
770
Liberty Wealth Management
California
$209K +$5.74K +32 +3%
SIA
771
Sage Investment Advisers
New York
$209K +$220K +1,229 New
KC
772
Knuff & Co
California
$206K -$43.2K -241 -17%
CWM
773
Curi Wealth Management
North Carolina
$206K
OWA
774
Opal Wealth Advisors
New York
$206K +$1.07K +6 +0.5%
HIA
775
Harbor Investment Advisory
Maryland
$205K