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Name Holding Trade Value Shares
Change
Change in
Stake
NOI
751
Newton One Investments
Delaware
$264K +$1.39K +37 +0.6%
KA
752
KLCM Advisors
Wisconsin
$263K
CWM
753
Centric Wealth Management
Illinois
$263K +$1.24K +33 +0.5%
FNT
754
First National Trust
Pennsylvania
$263K +$5.27K +140 +2%
MWM
755
Modera Wealth Management
New Jersey
$263K +$240K +6,383 New
HT
756
Heritage Trust
Oklahoma
$262K
SBH
757
Segall Bryant & Hamill
Illinois
$261K -$7.23K -192 -3%
PD
758
Planning Directions
Pennsylvania
$261K +$1.58K +42 +0.7%
ITIM
759
Indiana Trust & Investment Management
Indiana
$260K -$22.7K -603 -9%
PCMC
760
Paragon Capital Management (Colorado)
Colorado
$260K -$2.86K -76 -1%
GC
761
Grimes & Company
Massachusetts
$260K
BWA
762
Blodgett Wealth Advisors
California
$260K +$238K +6,309 New
QCM
763
Quest Capital Management
Texas
$259K -$154K -4,096 -39%
4WM
764
44 Wealth Management
Oregon
$259K -$3.2K -85 -1%
PWA
765
Phoenix Wealth Advisors
North Carolina
$258K -$53.9K -1,431 -19%
RDWM
766
Red Door Wealth Management
Tennessee
$257K
SFS
767
Stiles Financial Services
Minnesota
$257K +$235K +6,250 New
LSPW
768
Lake Street Private Wealth
Illinois
$255K
AWM
769
Apollon Wealth Management
South Carolina
$255K +$233K +6,191 New
VVP
770
Venture Visionary Partners
Ohio
$254K
EARNEST Partners
771
EARNEST Partners
Georgia
$253K -$12.8K -339 -5%
CBT
772
CoreFirst Bank & Trust
Kansas
$253K
WTFG
773
Wells Trecaso Financial Group
Ohio
$252K
KPWS
774
Kestra Private Wealth Services
Texas
$247K +$226K +5,996 New
MWM
775
Marion Wealth Management
Pennsylvania
$247K +$226K +6,003 New