Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1151
King Wealth Management Group
Florida
$244K – – –
HVIA
1152
Hudson Valley Investment Advisors
New York
$243K -$512 -8 -0.2%
TFS
1153
Thoroughbred Financial Services
Tennessee
$242K +$301K +4,701 New
LI
1154
Lafayette Investments
Maryland
$241K – – –
AFP
1155
Ausdal Financial Partners
Iowa
$240K -$1.09K -17 -0.4%
HCM
1156
Howland Capital Management
Massachusetts
$240K -$512 -8 -0.2%
WPC
1157
Wedmont Private Capital
Pennsylvania
$240K +$77.2K +1,205 +35%
IWM
1158
IHT Wealth Management
Illinois
$239K +$14.3K +223 +5%
VCM
1159
Virtue Capital Management
Tennessee
$238K -$224K -3,500 -43%
EB
1160
Eastern Bank
Massachusetts
$238K -$25.9K -404 -8%
BIM
1161
Baldwin Investment Management
Pennsylvania
$237K – – –
CA
1162
Claro Advisors
Massachusetts
$237K +$704 +11 +0.2%
ESB
1163
Essex Savings Bank
Connecticut
$236K – – –
BIM
1164
Bridges Investment Management
Nebraska
$235K -$19.3K -302 -6%
BFO
1165
Boston Family Office
Massachusetts
$235K – – –
IWA
1166
IVC Wealth Advisors
Pennsylvania
$234K +$17K +266 +6%
CT
1167
Caldwell Trust
Florida
$233K – – –
BCWM
1168
Bartlett & Co Wealth Management
Ohio
$231K -$23.8K -372 -8%
BC
1169
Bartlett & Co
Ohio
$231K -$23.8K -372 -8%
WCA
1170
Westover Capital Advisors
Delaware
$231K +$286K +4,467 New
GDP
1171
Great Diamond Partners
Maine
$230K – – –
ATC
1172
Adirondack Trust Company
New York
$230K +$35.9K +560 +14%
OWA
1173
Opal Wealth Advisors
New York
$230K +$285K +4,455 New
GSB
1174
Greenfield Savings Bank
Massachusetts
$230K +$286K +4,462 New
RC
1175
Roundview Capital
New Jersey
$229K -$3.07K -48 -1%