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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
826
Center for Financial Planning
Michigan
$356K
AWE
827
Avidian Wealth Enterprises
Texas
$351K +$7.34K +73 +2%
TWM
828
Trueblood Wealth Management
Ohio
$350K -$6.34K -63 -2%
PE
829
PCM Encore
Colorado
$348K +$22.8K +227 +8%
A
830
Argentarii
Ohio
$345K +$1.11K +11 +0.4%
SIC
831
Sterling Investment Counsel
New York
$344K -$348K -3,460 -53%
BWM
832
Baron Wealth Management
Michigan
$343K +$36.2K +360 +13%
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$342K +$6.34K +63 +2%
BP
834
Ballentine Partners
Massachusetts
$341K +$6.04K +60 +2%
FHC
835
First Heartland Consultants
Missouri
$341K -$264K -2,621 -46%
SACTSONJ
836
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K +$304K +3,025 New
FFB
837
First Financial Bankshares
Texas
$338K
SAM
838
Smartleaf Asset Management
Massachusetts
$337K +$16.2K +161 +6%
HPBT
839
Hickory Point Bank & Trust
Illinois
$337K -$2.01K -20 -0.7%
PCA
840
Prosperity Capital Advisors
Ohio
$335K +$402 +4 +0.1%
SAI
841
Savvy Advisors Inc
New York
$334K +$36K +358 +14%
CFA
842
Collaborative Fund Advisors
Nevada
$333K +$299K +2,968 New
YIA
843
YHB Investment Advisors
Connecticut
$333K
MWM
844
Moran Wealth Management
Florida
$329K -$52.4K -521 -15%
EWM
845
Evercore Wealth Management
New York
$329K
AWAP
846
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K -$905 -9 -0.3%
BFO
847
Biltmore Family Office
North Carolina
$328K +$294K +2,918 New
LFA
848
Legacy Financial Advisors
Kentucky
$325K +$30.2K +300 +12%
WA
849
Wealth Alliance
New York
$325K -$1.41K -14 -0.5%
DWT
850
Dorsey & Whitney Trust
South Dakota
$325K +$41.4K +412 +17%