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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$281K +$452 +4 +0.2%
DWA
927
Douglass Winthrop Advisors
New York
$278K
GTAM
928
Global Trust Asset Management
Florida
$277K +$260K +2,305 New
KWMG
929
King Wealth Management Group
Florida
$275K
SC
930
SouthState Corp
Florida
$274K -$13.4K -119 -5%
BP
931
Ballentine Partners
Massachusetts
$273K -$1.58K -14 -0.6%
PTC
932
Philadelphia Trust Company
Pennsylvania
$272K +$256K +2,263 New
ARG
933
Advisory Resource Group
Oklahoma
$271K -$5.31K -47 -2%
MG
934
Mather Group
Illinois
$271K +$678 +6 +0.3%
ST
935
Spinnaker Trust
Maine
$269K
SIM
936
Stratos Investment Management
Ohio
$269K +$12.4K +110 +5%
MGIA
937
Moneta Group Investment Advisors
Missouri
$267K -$25.8K -228 -9%
LCWP
938
Legacy Capital Wealth Partners
Arkansas
$267K +$251K +2,223 New
EWM
939
Evercore Wealth Management
New York
$266K +$250K +2,216 New
CPC
940
Congress Park Capital
New York
$264K -$56.5K -500 -19%
BDF
941
Balasa Dinverno & Foltz
$264K -$1.47K -13 -0.6%
SIM
942
SSI Investment Management
California
$264K -$226 -2 -0.1%
1WA
943
180 Wealth Advisors
Washington
$262K +$236K +2,084 New
SRSA
944
S.R. Schill & Associates
Washington
$262K +$246K +2,180 New
Verition Fund Management
945
Verition Fund Management
Connecticut
$258K +$242K +2,144 New
WMC
946
Westwood Management Corporation
Illinois
$258K +$243K +2,150 New
FEM
947
Fulcrum Equity Management
Texas
$257K -$19.7K -174 -8%
BFS
948
Bradley Foster & Sargent
Connecticut
$256K
HCA
949
Horan Capital Advisors
Ohio
$256K
PFS
950
Prospera Financial Services
Texas
$256K +$68.7K +608 +40%