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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
951
FORM Wealth Advisors
Wisconsin
$208K +$46 +1 +0%
SS
952
SBI Securities
Japan
$207K +$134K +2,895 +188%
PD
953
Planning Directions
Pennsylvania
$206K +$93 +2 +0%
LSPW
954
Lake Street Private Wealth
Illinois
$206K – – –
AWP
955
Abacus Wealth Partners
California
$205K +$204K +4,406 New
BOH
956
Bank of Hawaii
Hawaii
$205K +$204K +4,400 New
UAML
957
US Asset Management LLC
Pennsylvania
$204K – – –
LAM
958
Longboard Asset Management
Arizona
$204K – – –
RWM
959
Ritholtz Wealth Management
New York
$203K -$39.6K -856 -16%
OWA
960
Opal Wealth Advisors
New York
$201K -$7.03K -152 -3%
PA
961
PFG Advisors
Arizona
$200K +$1.57K +34 +0.8%
GFP
962
Gryphon Financial Partners
Ohio
$200K +$199K +4,293 New
HPWM
963
High Point Wealth Management
New Jersey
$199K +$324 +7 +0.2%
VIA
964
Virtus Investment Advisers
Connecticut
$198K +$12K +259 +6%
PFSC
965
Peoples Financial Services Corp
Pennsylvania
$195K – – –
WA
966
Walsh & Associates
Florida
$194K – – –
NB
967
NBT Bank
New York
$193K -$14.8K -320 -7%
VNA
968
Valley National Advisers
Pennsylvania
$191K +$175K +3,783 +1,209%
GBT
969
Grove Bank & Trust
Florida
$186K +$26.8K +579 +17%
CIA
970
Cape Investment Advisory
Georgia
$180K +$179K +3,859 New
PMFA
971
Plante Moran Financial Advisors
Michigan
$179K +$178K +3,842 New
RF
972
Rossby Financial
Florida
$178K -$6.38K -138 -3%
PWPS
973
Pinnacle Wealth Planning Services
Ohio
$176K -$1.06K -23 -0.6%
PFBT
974
Parkside Financial Bank & Trust
Missouri
$175K -$4.44K -96 -2%
CPBTD
975
Central Pacific Bank - Trust Division
Hawaii
$175K +$21.9K +473 +14%