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Name Holding Trade Value Shares
Change
Change in
Stake
WT
901
Washington Trust
Rhode Island
$123K -$18.4K -624 -14%
AF
902
Advisornet Financial
Minnesota
$123K +$295 +10 +0.3%
JWM
903
Janiczek Wealth Management
Colorado
$117K +$16.4K +556 +18%
RMC
904
Resources Management Corp
Connecticut
$115K
PPWM
905
PFG Private Wealth Management
Florida
$111K +$11.9K +402 +13%
FMTCOCP
906
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K
HA
907
Homestead Advisers
Virginia
$106K +$23K +780 +31%
SQA
908
Simon Quick Advisors
New Jersey
$106K +$44.5K +1,510 +84%
BAM
909
Belpointe Asset Management
Nevada
$105K +$96.6K +3,276 New
MME
910
Meag Munich Ergo
Germany
$102K
FF
911
FourThought Financial
Florida
$99K
BA
912
Bellwether Advisors
Nebraska
$98K
PFGIA
913
Patriot Financial Group Insurance Agency
Massachusetts
$97K -$70.3K -2,386 -44%
Jones Financial Companies
914
Jones Financial Companies
Missouri
$94K +$354 +12 +0.4%
Lazard Asset Management
915
Lazard Asset Management
New York
$94K +$86.1K +2,920 +4,563%
IPAM
916
ICICI Prudential Asset Management
India
$91K +$83.7K +2,838 New
KCM
917
KRS Capital Management
Michigan
$86K +$79.3K +2,690 New
PB
918
Pinnacle Bancorp
Nebraska
$85K -$8.84K -300 -10%
KFI
919
Key Financial Inc
Pennsylvania
$78K
TCOV
920
Trust Company of Vermont
Vermont
$77K +$70.8K +2,400 New
CFB
921
Cullen/Frost Bankers
Texas
$75K -$128K -4,346 -65%
QC
922
Quent Capital
New York
$73K +$66.7K +2,262 New
EL
923
EMFO LLC
Florida
$67K
AWM
924
Avior Wealth Management
Nebraska
$66K -$54.8K -1,860 -47%
SFM
925
Signet Financial Management
New Jersey
$66K +$60.4K +2,048 New