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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
951
Fiduciary Financial Group
California
$261K -$11K -294 -4%
PAM
952
Panagora Asset Management
Massachusetts
$260K -$5.32K -142 -2%
BTW
953
Boston Trust Walden
Massachusetts
$259K +$37.5K +1,000 +18%
EWA
954
EverSource Wealth Advisors
Alabama
$258K -$103K -2,748 -29%
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$258K +$62.2K +1,660 +33%
CSPIA
956
Cary Street Partners Investment Advisory
Virginia
$258K +$23.8K +634 +11%
CIAS
957
Capital Investment Advisory Services
North Carolina
$258K
VFA
958
Values First Advisors
Tennessee
$256K -$253K -6,750 -50%
VWM
959
Vermillion Wealth Management
Minnesota
$256K -$9.74K -260 -4%
APA
960
Astoria Portfolio Advisors
New York
$256K +$1.12K +30 +0.5%
GW
961
Griffith & Werner
Georgia
$256K
PWP
962
Principle Wealth Partners
Connecticut
$256K
WT
963
Whittier Trust
California
$250K -$15.4K -410 -6%
GM
964
GeoWealth Management
Illinois
$248K -$50.8K -1,354 -17%
CAM
965
Creekmur Asset Management
Illinois
$247K +$239K +6,366 +318,300%
KFC
966
Klingenstein Fields & Co
New York
$242K +$1.27K +34 +0.5%
WW
967
Waterfront Wealth
Kansas
$240K
WPP
968
Whalerock Point Partners
Rhode Island
$240K
BWAM
969
Boyd Watterson Asset Management
Ohio
$239K -$46.2K -1,232 -17%
QWP
970
Quotient Wealth Partners
Texas
$238K +$230K +6,144 New
PFG
971
PAX Financial Group
Texas
$237K +$229K +6,104 New
MFG
972
Mission Financial Group
Nevada
$235K +$380K +10,136 New
SWA
973
Stratos Wealth Advisors
Ohio
$233K -$233K -6,224 -51%
FCFC
974
First Commonwealth Financial Corp
Pennsylvania
$233K -$455K -12,134 -67%
Fayez Sarofim & Co
975
Fayez Sarofim & Co
Texas
$233K