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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
776
Five Oceans Advisors
California
$230K +$227K +1,131 New
WANY
777
Wealthspire Advisors (New York)
New York
$229K -$124K -620 -36%
SW
778
SlateStone Wealth
Florida
$229K -$1.2K -6 -0.5%
ANI
779
American National Insurance
Texas
$229K
SWA
780
SOA Wealth Advisors
New York
$229K
LWM
781
Liberty Wealth Management
California
$229K +$226K +1,129 New
SPWG
782
Sage Private Wealth Group
Illinois
$228K +$1.8K +9 +0.8%
ADMI
783
Albert D. Mason Inc
Massachusetts
$228K +$224K +1,120 New
CW
784
Connectus Wealth
Ohio
$227K -$6.41K -32 -3%
BJL
785
Brighton Jones LLC
Washington
$227K +$3.61K +18 +2%
HS
786
Horan Securities
United States
$227K +$19.8K +99 +10%
PP
787
PDS Planning
Ohio
$227K +$34.9K +174 +18%
AAS
788
Ameritas Advisory Services
Nebraska
$226K
DWM
789
Doyle Wealth Management
Florida
$226K
APA
790
American Portfolios Advisors
New York
$224K -$10.2K -51 -4%
ABC
791
Associated Banc-Corp
Wisconsin
$224K
RCA
792
Ranch Capital Advisors
Florida
$223K -$10K -50 -4%
BHBT
793
Burke & Herbert Bank & Trust
Virginia
$223K -$2K -10 -0.9%
ATC
794
Argent Trust Co
Tennessee
$223K
BFIM
795
Beese Fulmer Investment Management
Ohio
$223K
BA
796
Bristlecone Advisors
Washington
$223K
FMTC
797
Farmers & Merchants Trust Company
California
$223K
IP
798
Investment Partners
Ohio
$223K
TAM
799
Taurus Asset Management
New York
$221K -$20K -100 -8%
LBC
800
Lowe Brockenbrough & Co
Virginia
$220K