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Name Holding Trade Value Shares
Change
Change in
Stake
GT
726
Glenview Trust
Kentucky
$209K +$199K +5,562 New
BWFA
727
Baltimore-Washington Financial Advisors
Maryland
$209K +$199K +5,557 New
FC
728
Financial Council
Maryland
$208K -$6.25K -175 -3%
PP
729
Patten & Patten
Tennessee
$208K +$198K +5,544 New
WF
730
Welch & Forbes
Massachusetts
$207K +$197K +5,516 New
HIC
731
Hartline Investment Corp
Illinois
$207K -$53.7K -1,503 -21%
BCA
732
Bay Colony Advisors
Massachusetts
$207K +$197K +5,510 New
CGL
733
Clarius Group LLC
Washington
$207K -$3.4K -95 -2%
SWA
734
Stratos Wealth Advisors
Ohio
$205K -$40.2K -1,124 -17%
CW
735
CIC Wealth
Maryland
$203K -$22.9K -642 -11%
QCIG
736
Quad-Cities Investment Group
Iowa
$202K +$192K +5,367 New
BFA
737
Bill Few Associates
Pennsylvania
$202K +$192K +5,366 New
AFG
738
ABLE Financial Group
Arizona
$200K +$190K +5,327 New
PR
739
Payden & Rygel
California
$192K -$9.01M -252,100 -98%
PRIG
740
Payden & Rygel Investment Group
California
$192K +$183K +5,110 New
DSC
741
Duncker Streett & Co
Missouri
$191K -$10.7K -300 -6%
NRG
742
Nemes Rush Group
Michigan
$188K
TSWM
743
Tyler-Stone Wealth Management
Ohio
$184K
BWAM
744
Boyd Watterson Asset Management
Ohio
$184K +$71 +2 +0%
VWWMG
745
Vermillion & White Wealth Management Group
Pennsylvania
$182K
GM
746
GeoWealth Management
Illinois
$181K +$70.6K +1,976 +70%
FFA
747
Farther Finance Advisors
California
$175K +$10.4K +291 +7%
QCG
748
Quadrant Capital Group
Ohio
$175K -$9.9K -277 -6%
NOI
749
Newton One Investments
Delaware
$172K
GWP
750
Gen-Wealth Partners
Michigan
$172K +$163K +4,569 New