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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1151
Main Street Financial Solutions
Pennsylvania
$233K -$9.5K -177 -4%
CM
1152
Cercano Management
Washington
$232K – – –
PWMG
1153
Pioneer Wealth Management Group
Texas
$232K – – –
ACM
1154
Allred Capital Management
Texas
$231K +$698 +13 +0.3%
HCM
1155
Howland Capital Management
Massachusetts
$230K – – –
Washington Trust
1156
Washington Trust
Rhode Island
$228K -$91K -1,696 -28%
WCA
1157
Westover Capital Advisors
Delaware
$228K -$15.4K -286 -6%
GDP
1158
Great Diamond Partners
Maine
$227K +$16.8K +313 +8%
CGA
1159
Crescent Grove Advisors
Illinois
$227K +$8K +149 +4%
AGP
1160
Autumn Glory Partners
Texas
$226K – – –
GEA
1161
Glen Eagle Advisors
New Jersey
$225K -$4.08K -76 -2%
WB
1162
West Bancorporation
Iowa
$225K -$3.01K -56 -1%
LIA
1163
LBMC Investment Advisors
Tennessee
$224K – – –
TLP
1164
Trinity Legacy Partners
Texas
$224K +$233K +4,341 New
GL
1165
Graypoint LLC
New York
$223K +$233K +4,332 New
First Horizon Advisors
1166
First Horizon Advisors
Tennessee
$222K +$48.8K +909 +27%
ERIM
1167
Eagle Ridge Investment Management
Connecticut
$222K -$22.9K -427 -9%
HS
1168
Horan Securities
United States
$222K -$9.5K -177 -4%
PWMG
1169
Provence Wealth Management Group
California
$222K +$231K +4,301 New
Balentine LLC
1170
Balentine LLC
Georgia
$222K -$65.3K -1,216 -22%
NSIM
1171
North Star Investment Management
Illinois
$221K +$107 +2 +0%
YIA
1172
YHB Investment Advisors
Connecticut
$221K – – –
Salem Investment Counselors
1173
Salem Investment Counselors
North Carolina
$220K – – –
LI
1174
Lafayette Investments
Maryland
$220K -$39.4K -734 -15%
CWM
1175
Cornerstone Wealth Management
Missouri
$219K -$8K -149 -3%