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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1251
Parthenon LLC
Kentucky
$116K +$126K +11,016 New
QCIG
1252
Quad-Cities Investment Group
Iowa
$116K -$22K -1,922 -15%
PCP
1253
Proficio Capital Partners
Massachusetts
$116K -$158K -13,833 -56%
FPFS
1254
First Personal Financial Services
North Carolina
$116K -$7.15K -625 -5%
CFG
1255
CKW Financial Group
Hawaii
$116K +$881 +77 +0.7%
FCBT
1256
First Citizens Bank & Trust
North Carolina
$116K +$618 +54 +0.5%
MW
1257
Maia Wealth
Colorado
$116K -$4.45K -389 -4%
CWS
1258
Confluence Wealth Services
Pennsylvania
$115K -$47.3K -4,137 -27%
AMG
1259
Advisors Management Group
Wisconsin
$115K -$927 -81 -0.7%
SMC
1260
Smith, Moore & Co
Missouri
$115K -$13.5K -1,181 -10%
SIAG
1261
Safeguard Investment Advisory Group
California
$115K -$25.2K -2,205 -17%
AA
1262
Alta Advisers
United Kingdom
$114K – – –
FP
1263
Financial Perspectives
Minnesota
$114K +$80 +7 +0.1%
CRC
1264
Curi RMB Capital
Illinois
$114K -$20.2K -1,763 -14%
FWM
1265
Focused Wealth Management
New York
$113K +$123K +10,733 New
EHC
1266
Everett Harris & Co
California
$113K – – –
JHCP
1267
Jackson Hole Capital Partners
Oklahoma
$113K +$1.26K +110 +1%
EFG
1268
Ethos Financial Group
Pennsylvania
$113K -$5.56K -486 -4%
FPWM
1269
FSB Premier Wealth Management
Iowa
$113K +$80 +7 +0.1%
SWP
1270
Semus Wealth Partners
Florida
$113K +$122K +10,672 New
EB
1271
Eastern Bank
Massachusetts
$113K +$122K +10,666 New
AWM
1272
Avaii Wealth Management
Wisconsin
$112K +$121K +10,608 New
PIA
1273
Panoramic Investment Advisors
Colorado
$112K +$121K +10,606 New
CFG
1274
Cooper Financial Group
California
$112K -$19.8K -1,734 -14%
IF
1275
IRON Financial
Illinois
$111K -$152K -13,326 -56%