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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1051
RWA Wealth Partners
Massachusetts
$281K -$418 -2 -0.2%
MSAM
1052
Moloney Securities Asset Management
Missouri
$281K +$2.09K +10 +0.8%
BHTS
1053
Bar Harbor Trust Services
Maine
$281K +$5.01K +24 +2%
LJHT
1054
Laurie J. Hall Trustee
$280K -$36.6K -175 -12%
PP
1055
Pegasus Partners
Wisconsin
$280K +$5.01K +24 +2%
AL
1056
ADE LLC
Maryland
$280K +$271K +1,295 New
HSA
1057
HBK Sorce Advisory
Pennsylvania
$279K +$13.6K +65 +5%
PWAP
1058
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$278K
MOS
1059
MGO One Seven
Ohio
$277K +$8.98K +43 +3%
MSFS
1060
Main Street Financial Solutions
Pennsylvania
$277K +$267K +1,280 New
PPCM
1061
Pillar Pacific Capital Management
California
$275K +$12.5K +60 +5%
NB
1062
Nicolet Bankshares
Wisconsin
$274K
CPIG
1063
Chicago Partners Investment Group
Illinois
$274K +$3.34K +16 +1%
LPIC
1064
LeJeune Puetz Investment Counsel
Michigan
$274K +$34.5K +165 +15%
FFG
1065
Fortem Financial Group
California
$273K +$10.7K +51 +4%
KC
1066
Kepos Capital
New York
$272K +$99.2K +475 +61%
JF
1067
Jump Financial
Illinois
$271K -$317K -1,518 -55%
GSWM
1068
Golden State Wealth Management
California
$271K +$262K +1,252 New
BP
1069
Ballentine Partners
Massachusetts
$270K -$13.6K -65 -5%
CM
1070
Capital Management
Virginia
$269K -$8.78K -42 -3%
AAM
1071
Aureus Asset Management
Massachusetts
$269K
VCM
1072
Vigilant Capital Management
Maine
$269K
LWMM
1073
Legacy Wealth Management (Mississippi)
Mississippi
$266K
SQA
1074
Simon Quick Advisors
New Jersey
$265K -$6.27K -30 -2%
IFWM
1075
Institute for Wealth Management
Colorado
$264K +$6.89K +33 +3%