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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
676
Spirepoint Private Client
Florida
$299K
WT
677
Washington Trust
Rhode Island
$299K -$2.87K -16 -1%
SC
678
Searle & Co
Connecticut
$298K +$27.2K +152 +10%
NP
679
Nilsine Partners
Colorado
$296K -$19.7K -110 -6%
PCM
680
Parsons Capital Management
Rhode Island
$294K
ASN
681
Advisory Services Network
Georgia
$294K +$74K +413 +34%
AFG
682
Atomi Financial Group
New York
$293K +$291K +1,626 New
GIA
683
Gateway Investment Advisers
Ohio
$287K -$345K -1,926 -55%
DAS
684
Dynamic Advisor Solutions
Arizona
$287K -$55K -307 -16%
LWM
685
Lakeridge Wealth Management
Ohio
$284K
CIC
686
Chase Investment Counsel
Virginia
$284K +$53.7K +300 +24%
CCA
687
Checchi Capital Advisers
California
$280K -$5.55K -31 -2%
GWA
688
GGM Wealth Advisors
Maryland
$280K -$197K -1,100 -42%
CFS
689
Cannon Financial Strategists
Georgia
$279K -$1.07K -6 -0.4%
FHB
690
First Hawaiian Bank
Hawaii
$277K -$222K -1,239 -45%
PCS
691
Personal CFO Solutions
New Jersey
$273K -$33.3K -186 -11%
OFG
692
Oxford Financial Group
Indiana
$272K +$4.12K +23 +2%
BFPW
693
BOK Financial Private Wealth
Colorado
$271K
OHWA
694
Oak Hill Wealth Advisors
Virginia
$271K +$269K +1,500 New
IIM
695
Ipswich Investment Management
Massachusetts
$268K
HCM
696
Hengehold Capital Management
Ohio
$268K -$1.97K -11 -0.7%
CIC
697
Crawford Investment Counsel
Georgia
$265K +$35.8K +200 +16%
PPWP
698
Premier Path Wealth Partners
New Jersey
$263K +$2.15K +12 +0.8%
C
699
Certuity
Florida
$262K -$620K -3,461 -70%
FMLI
700
Fukoku Mutual Life Insurance
Japan
$262K