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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$301K +$2.9K +18 +1%
WSTAM
652
Wilbanks Smith & Thomas Asset Management
Virginia
$301K
WT
653
Washington Trust
Rhode Island
$296K +$161 +1 +0.1%
SPC
654
Spirepoint Private Client
Florida
$293K +$267K +1,656 New
CCG
655
Catalina Capital Group
California
$293K +$266K +1,653 New
AWA
656
Arkadios Wealth Advisors
Georgia
$292K +$21.7K +135 +9%
SIA
657
Schechter Investment Advisors
Michigan
$289K -$53.5K -332 -17%
PCM
658
Parsons Capital Management
Rhode Island
$289K
CCA
659
Checchi Capital Advisers
California
$281K +$2.25K +14 +0.9%
LWM
660
Lakeridge Wealth Management
Ohio
$279K +$161 +1 +0.1%
AC
661
Aristides Capital
Kentucky
$277K +$252K +1,563 New
SC
662
Savant Capital
Illinois
$276K +$251K +1,557 New
CFS
663
Cannon Financial Strategists
Georgia
$275K -$7.08K -44 -3%
BTI
664
Blue Trust Inc
Georgia
$272K +$65.7K +408 +36%
WIA
665
World Investment Advisors
California
$268K -$32.2K -200 -12%
BFPW
666
BOK Financial Private Wealth
Colorado
$266K
SC
667
Searle & Co
Connecticut
$266K
NFC
668
Northeast Financial Consultants
Connecticut
$266K +$242K +1,500 New
HCM
669
Hengehold Capital Management
Ohio
$265K -$78.7K -489 -25%
SOW
670
State of Wyoming
Wyoming
$264K +$61K +379 +34%
IIM
671
Ipswich Investment Management
Massachusetts
$264K +$239K +1,487 New
T. Rowe Price Investment Management
672
T. Rowe Price Investment Management
Maryland
$263K +$125K +775 +109%
OFG
673
Oxford Financial Group
Indiana
$263K
SWS
674
SYSTM Wealth Solutions
Illinois
$262K +$8.54K +53 +4%
TA
675
Tectonic Advisors
Texas
$262K +$238K +1,478 New