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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
951
Phoenix Wealth Advisors
North Carolina
$363K +$899 +5 +0.3%
TNB
952
Thomasville National Bank
Georgia
$359K -$180 -1 -0.1%
CI
953
CX Institutional
Indiana
$358K -$18.9K -105 -5%
WT
954
Washington Trust
Rhode Island
$357K
MW
955
Maia Wealth
Colorado
$357K +$324K +1,799 New
BFA
956
Beaumont Financial Advisors
Massachusetts
$356K +$4.5K +25 +1%
LIM
957
Loudon Investment Management
New Hampshire
$354K
TPI
958
Trust Point Inc
Wisconsin
$353K +$320K +1,781 New
GL
959
Graypoint LLC
New York
$352K +$21.6K +120 +7%
NCM
960
Next Capital Management
New York
$350K +$3.24K +18 +1%
DGAM
961
Desjardins Global Asset Management
Quebec, Canada
$350K +$4.5K +25 +1%
SWM
962
Segment Wealth Management
Texas
$348K -$29K -161 -8%
KCIC
963
Kuhn & Co Investment Counsel
Illinois
$347K +$315K +1,750 New
SPA
964
Sherbrooke Park Advisers
New York
$343K -$32K -178 -9%
OFG
965
Oxford Financial Group
Indiana
$343K -$20.3K -113 -6%
FCB
966
First County Bank
Connecticut
$342K +$5.04K +28 +2%
LSAG
967
Lake Street Advisors Group
New Hampshire
$341K +$308K +1,714 New
CPA
968
Capital Planning Advisors
California
$340K +$14.4K +80 +5%
VCM
969
Virtue Capital Management
Tennessee
$339K -$49.1K -273 -14%
KWA
970
Kingswood Wealth Advisors
California
$338K +$7.55K +42 +3%
LL
971
LWMG LLC
Minnesota
$337K +$5.04K +28 +2%
VFA
972
Valeo Financial Advisors
Indiana
$336K +$39.9K +222 +15%
CAMG
973
CWA Asset Management Group
Florida
$336K +$305K +1,694 New
FWP
974
FAS Wealth Partners
Kansas
$335K +$18.5K +103 +7%
AWA
975
Arete Wealth Advisors
Illinois
$334K -$9.35K -52 -3%