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Name Holding Trade Value Shares
Change
Change in
Stake
STA
1176
Summit Trail Advisors
New York
$231K +$237K +4,220 New
AMG
1177
Advisors Management Group
Wisconsin
$230K -$2.64K -47 -1%
BFA
1178
Brendel Financial Advisors
New Hampshire
$230K +$236K +4,197 New
AOWM
1179
Alpha Omega Wealth Management
Virginia
$230K -$5.34K -95 -2%
CRI
1180
Colonial River Investments
Virginia
$230K -$14.2K -252 -6%
RB
1181
Rodgers Brothers
Pennsylvania
$229K +$235K +4,185 New
PSB
1182
Piscataqua Savings Bank
New Hampshire
$228K +$15.9K +283 +7%
TLP
1183
Trinity Legacy Partners
Texas
$227K +$233K +4,148 New
RTC
1184
Riverview Trust Company
Washington
$227K
KW
1185
KWB Wealth
California
$227K
GL
1186
Graypoint LLC
New York
$226K +$232K +4,120 New
AFPL
1187
Advus Financial Partners, LLC
Florida
$226K +$232K +4,117 New
BWM
1188
BigSur Wealth Management
Florida
$226K -$5.01K -89 -2%
RWMG
1189
Redwood Wealth Management Group
New Jersey
$225K +$338 +6 +0.1%
OW
1190
Olistico Wealth
Oklahoma
$225K +$4.5K +80 +2%
RCWM
1191
Royal Capital Wealth Management
Indiana
$225K -$11.1K -198 -5%
MMPW
1192
Mitchell McLeod Pugh & Williams
Alabama
$225K -$1.41K -25 -0.6%
TA
1193
TKG Advisors
Indiana
$225K +$231K +4,100 New
GDP
1194
Great Diamond Partners
Maine
$224K -$2.98K -53 -1%
IAS
1195
Insigneo Advisory Services
Florida
$224K +$230K +4,089 New
VWA
1196
V Wealth Advisors
Kansas
$223K +$229K +4,076 New
HIP
1197
HUB Investment Partners
Texas
$223K +$229K +4,075 New
AIM
1198
Avity Investment Management
Connecticut
$223K +$229K +4,069 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222K +$228K +4,055 New
AG
1200
Ascent Group
Virginia
$222K +$228K +4,047 New