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Name Holding Trade Value Shares
Change
Change in
Stake
GW
1051
GW & Wade
Massachusetts
$285K +$49K +350 +20%
VFA
1052
Valeo Financial Advisors
Indiana
$284K -$138K -984 -32%
OCG
1053
Opus Capital Group
Ohio
$283K
CFO
1054
Collective Family Office
Pennsylvania
$283K +$420 +3 +0.1%
RCM
1055
Raleigh Capital Management
North Carolina
$282K +$280 +2 +0.1%
BCM
1056
Brookstone Capital Management
Illinois
$281K +$3.5K +25 +1%
JSW
1057
Journey Strategic Wealth
New Jersey
$281K +$295K +2,105 New
FNA
1058
First National Advisers
Nebraska
$280K +$56.5K +404 +24%
GWM
1059
Geneos Wealth Management
Colorado
$277K -$248K -1,774 -46%
CB
1060
Community Bank
New York
$277K +$4.48K +32 +2%
Cohen & Steers
1061
Cohen & Steers
New York
$276K -$71.4K -510 -20%
LWAC
1062
Laurel Wealth Advisors (California)
California
$275K -$560 -4 -0.2%
WG
1063
Welch Group
Alabama
$274K
KTA
1064
Keeley-Teton Advisors
Illinois
$273K
MFA
1065
Mayflower Financial Advisors
Massachusetts
$271K -$2.24K -16 -0.8%
FIM
1066
Freedom Investment Management
Connecticut
$270K -$76.4K -546 -21%
KOC
1067
Koss-Olinger Consulting
Florida
$268K
WA
1068
WealthTrust Axiom
Pennsylvania
$268K
FMWA
1069
Forvis Mazars Wealth Advisors
Missouri
$268K +$3.22K +23 +1%
MFC
1070
Mechanics Financial Corp
Ohio
$267K
CCM
1071
Covington Capital Management
California
$267K +$7.28K +52 +3%
IAIM
1072
International Assets Investment Management
Florida
$267K +$38.3K +274 +16%
CC
1073
Courier Capital
New York
$264K
GWAG
1074
Garrett Wealth Advisory Group
Texas
$264K +$1.4K +10 +0.5%
WT
1075
Washington Trust
Rhode Island
$264K +$29K +207 +12%