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Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
1051
Laird Norton Wetherby Trust Company
Washington
$274K +$294K +1,837 New
MA
1052
Mutual Advisors
Nebraska
$272K
SRSA
1053
S.R. Schill & Associates
Washington
$271K -$57.9K -362 -17%
CCM
1054
Coldstream Capital Management
Washington
$271K -$57.5K -360 -12%
CFO
1055
Collective Family Office
Pennsylvania
$271K
XT
1056
XTX Topco
Cayman Islands
$271K +$290K +1,812 New
GD
1057
Grandfield & Dodd
New York
$270K
MFG
1058
Merit Financial Group
Georgia
$269K +$160 +1 +0.1%
SWG
1059
Summit Wealth Group
Vermont
$267K +$257K +1,605 +877%
GW
1060
GW & Wade
Massachusetts
$265K -$13.4K -84 -5%
MFA
1061
Mayflower Financial Advisors
Massachusetts
$265K -$1.76K -11 -0.7%
WT
1062
Washington Trust
Rhode Island
$265K +$13.3K +83 +5%
BCMO
1063
Buckingham Capital Management (Ohio)
Ohio
$264K -$87.1K -545 -24%
PA
1064
Probity Advisors
Texas
$264K -$18.2K -114 -6%
TFS
1065
TrustCore Financial Services
Tennessee
$264K -$3.68K -23 -1%
HIA
1066
Harbor Investment Advisory
Maryland
$264K +$53.4K +334 +23%
CWM
1067
Cornerstone Wealth Management
Missouri
$263K +$6.07K +38 +2%
ALAM
1068
Asahi Life Asset Management
Japan
$263K +$281K +1,760 New
MIM
1069
MTM Investment Management
South Carolina
$262K +$280K +1,755 New
WIA
1070
Westbourne Investment Advisors
Maryland
$261K -$44K -275 -14%
MIP
1071
Marietta Investment Partners
Wisconsin
$261K
CG
1072
Clarus Group
Texas
$260K
GWSG
1073
GPS Wealth Strategies Group
Colorado
$260K +$74K +463 +36%
NIA
1074
NIA Impact Advisors
California
$256K +$2.08K +13 +0.8%
AWA
1075
Arete Wealth Advisors
Illinois
$256K +$272K +1,702 New