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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Congress Wealth Management
Massachusetts
$250K +$258K +6,648 New
SF
727
Summit Financial
New Jersey
$249K -$18.6K -480 -7%
NF
728
Nikulski Financial
Iowa
$249K +$257K +6,625 New
CFG
729
Compton Financial Group
Maryland
$249K +$37.2K +958 +17%
LBC
730
Leigh Baldwin & Co
New York
$248K +$255K +6,575 New
BCA
731
Bay Colony Advisors
Massachusetts
$246K +$26.5K +682 +12%
VFA
732
Valeo Financial Advisors
Indiana
$244K +$31.9K +823 +15%
NB
733
Northwest Bancshares
Pennsylvania
$244K -$17.8K -458 -7%
LIM
734
Longfellow Investment Management
Massachusetts
$244K -$16.1K -415 -6%
KFI
735
Key Financial Inc
Pennsylvania
$243K +$27.9K +718 +13%
FHB
736
First Hawaiian Bank
Hawaii
$241K -$7.33K -189 -3%
KTC
737
Kentucky Trust Company
Kentucky
$241K +$248K +6,400 New
CW
738
CreativeOne Wealth
Kansas
$241K -$7.99K -206 -3%
FAN
739
Financial Advisors Network
California
$240K +$248K +6,388 New
WPC
740
Wedmont Private Capital
Pennsylvania
$240K +$45.8K +1,180 +22%
LNB
741
Ledyard National Bank
$240K +$737 +19 +0.3%
CFO
742
Callan Family Office
Pennsylvania
$240K +$247K +6,367 New
CIS
743
Custom Index Systems
New York
$237K +$244K +6,286 New
YIH
744
Y-Intercept (HK)
Hong Kong
$237K -$1.43M -36,813 -85%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$235K +$242K +6,249 New
BTI
746
Blue Trust Inc
Georgia
$234K -$176K -4,541 -42%
PFA
747
Plotkin Financial Advisors
Maryland
$233K
FFA
748
Farther Finance Advisors
California
$233K -$41.2K -1,063 -15%
BPC
749
Bearing Point Capital
Minnesota
$232K +$240K +6,175 New
FMLI
750
Fukoku Mutual Life Insurance
Japan
$232K