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Name Holding Trade Value Shares
Change
Change in
Stake
EH
1251
Equitable Holdings
New York
$229K +$25.6K +103 +12%
OC
1252
Oakworth Capital
Alabama
$229K
SPWM
1253
Spartan Planning & Wealth Management
North Carolina
$228K +$242K +975 New
HI
1254
Harbour Investments
Wisconsin
$228K -$20.1K -81 -8%
LAM
1255
L2 Asset Management
Massachusetts
$228K -$10.2K -41 -4%
LF
1256
Lantz Financial
Illinois
$226K +$41.3K +166 +21%
DJSG
1257
D.J. St. Germain
Massachusetts
$224K
CA
1258
CSM Advisors
Pennsylvania
$222K +$234K +942 New
VAM
1259
Verity Asset Management
North Carolina
$222K
SIA
1260
Soltis Investment Advisors
Utah
$222K -$994 -4 -0.4%
WPP
1261
Whalerock Point Partners
Rhode Island
$221K
ZB
1262
Zions Bancorporation
Utah
$221K +$210K +844 +844%
NRS
1263
Neville Rodie & Shaw
New York
$221K
LDB
1264
Lee, Danner & Bass
Tennessee
$220K -$5.97K -24 -2%
QWP
1265
Quotient Wealth Partners
Texas
$220K +$249 +1 +0.1%
FA
1266
Faithward Advisors
Pennsylvania
$220K -$1.99K -8 -0.8%
AA
1267
Apriem Advisors
California
$220K -$6.21K -25 -3%
BEAM
1268
Baker Ellis Asset Management
Washington
$219K +$233K +936 New
GF
1269
Gries Financial
Ohio
$218K -$12.7K -51 -5%
WFA
1270
Wellspring Financial Advisors
Ohio
$217K -$3.48K -14 -1%
SB
1271
Strategic Blueprint
Georgia
$217K -$97.2K -391 -30%
SQA
1272
Simon Quick Advisors
New Jersey
$217K +$230K +925 New
OWCM
1273
One Wealth Capital Management
Arizona
$217K +$230K +924 New
DCA
1274
DSG Capital Advisors
Minnesota
$216K +$229K +921 New
LA
1275
Legacy Advisors
Pennsylvania
$216K +$229K +921 New