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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
Manske Wealth Management
Texas
$290K -$8.7K -198 -3%
EWA
777
EverSource Wealth Advisors
Alabama
$289K -$14.1K -320 -5%
FCAS
778
First Command Advisory Services
Texas
$288K +$87.9K +2,001 +46%
KP
779
Keel Point
Alabama
$287K +$67.3K +1,532 +32%
HIP
780
HUB Investment Partners
Texas
$286K +$49.4K +1,124 +21%
PP
781
PDS Planning
Ohio
$286K +$31K +706 +13%
CA
782
Cornerstone Advisory
Maryland
$286K +$2.02K +46 +0.7%
TTWM
783
TCV Trust & Wealth Management
Virginia
$285K +$63.3K +1,441 +29%
BPC
784
Bearing Point Capital
Minnesota
$283K
WMA
785
Wealth Management Associates
New Jersey
$283K -$1.76K -40 -0.6%
BJL
786
Brighton Jones LLC
Washington
$281K +$27.8K +632 +11%
PFA
787
Plotkin Financial Advisors
Maryland
$279K
HI
788
Harbour Investments
Wisconsin
$278K -$34.2K -779 -11%
LNB
789
Ledyard National Bank
$276K
NB
790
Northwest Bancshares
Pennsylvania
$275K -$13.2K -300 -5%
CI
791
CX Institutional
Indiana
$275K +$878 +20 +0.3%
KTC
792
Kentucky Trust Company
Kentucky
$275K
CFS
793
CRA Financial Services
New Jersey
$274K +$38.3K +871 +17%
RCM
794
Requisite Capital Management
Texas
$271K +$264K +6,019 New
IPWA
795
International Private Wealth Advisors
California
$271K -$30.5K -694 -10%
JWA
796
JFS Wealth Advisors
Pennsylvania
$271K +$3.34K +76 +1%
EWS
797
Eagle Wealth Strategies
New Jersey
$270K +$42.7K +973 +19%
ATC
798
Argent Trust Co
Tennessee
$269K -$42.2K -960 -14%
SAW
799
Signal Advisors Wealth
Michigan
$268K -$80.7K -1,838 -24%
BFA
800
Bill Few Associates
Pennsylvania
$267K +$20.6K +469 +9%