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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1026
KFG Wealth Management
Indiana
$253K -$63.1K -1,500 -19%
PCM
1027
Penserra Capital Management
California
$253K -$1.3K -31 -0.5%
BTW
1028
Boston Trust Walden
Massachusetts
$252K -$16.8K -400 -6%
AA
1029
Advisory Advocates
Michigan
$250K +$262K +6,230 New
AWM
1030
Angeles Wealth Management
California
$249K -$3.54K -84 -1%
RT
1031
Rockland Trust
Massachusetts
$249K
WPP
1032
Whalerock Point Partners
Rhode Island
$248K
TCWA
1033
Turtle Creek Wealth Advisors
Texas
$248K -$16.3K -388 -6%
MA
1034
Mutual Advisors
Nebraska
$248K +$30.5K +725 +13%
FFP
1035
FourThought Financial Partners
Florida
$248K +$260K +6,168 New
IAS
1036
Insigneo Advisory Services
Florida
$247K +$3.03K +72 +1%
TPF
1037
Tribridge Partners Financial
Maryland
$243K
HC
1038
Hamilton Capital
Ohio
$242K +$254K +6,040 New
FWA
1039
FSM Wealth Advisors
Ohio
$242K -$112K -2,659 -31%
Fisher Asset Management
1040
Fisher Asset Management
Washington
$242K +$40.4K +959 +19%
MAM
1041
Mainsail Asset Management
Alabama
$242K +$126 +3 +0%
QWP
1042
Quotient Wealth Partners
Texas
$241K -$26.4K -626 -9%
SWA
1043
Stratos Wealth Advisors
Ohio
$241K -$547 -13 -0.2%
Fayez Sarofim & Co
1044
Fayez Sarofim & Co
Texas
$241K
GB
1045
Goepper Burkhardt
South Carolina
$241K
WPWM
1046
Windward Private Wealth Management
Kansas
$241K
CA
1047
Claro Advisors
Massachusetts
$240K +$926 +22 +0.4%
SW
1048
SMART Wealth
Nebraska
$239K +$250K +5,943 New
ZBNA
1049
Zions Bancorporation, National Association
Utah
$238K +$162K +3,847 +185%
CW
1050
Channel Wealth
California
$238K