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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1151
Forza Wealth Management
Florida
$209K +$203K +4,514 New
AA
1152
Alta Advisers
United Kingdom
$208K +$201K +4,480 New
TWP
1153
Triad Wealth Partners
Kansas
$208K +$201K +4,476 New
SSA
1154
Schonfeld Strategic Advisors
New York
$206K +$200K +4,447 New
RIG
1155
RiverFront Investment Group
Virginia
$206K +$199K +4,438 New
TIM
1156
Thompson Investment Management
Wisconsin
$205K – – –
NFG
1157
Nadler Financial Group
Illinois
$205K +$198K +4,413 New
CTA
1158
Chesley Taft & Associates
Illinois
$204K +$197K +4,400 New
EWS
1159
Evergreen Wealth Solutions
Pennsylvania
$203K +$197K +4,383 New
PIA
1160
Perennial Investment Advisors
California
$200K +$194K +4,318 New
CSP
1161
Cary Street Partners
Virginia
$197K -$36.1K -804 -16%
HWM
1162
HighMark Wealth Management
Minnesota
$196K +$45 +1 +0%
MUMSS
1163
Mitsubishi UFJ Morgan Stanley Securities
Japan
$193K -$115K -2,566 -38%
SWM
1164
Spire Wealth Management
Virginia
$189K +$19.9K +443 +12%
TF
1165
Tompkins Financial
New York
$186K – – –
GWM
1166
Geneos Wealth Management
Colorado
$184K – – –
EFMH
1167
E Fund Management (HK)
Hong Kong
$182K +$38.6K +860 +28%
KFAS
1168
Keating Financial Advisory Services
Kansas
$180K -$39K -869 -18%
PFBT
1169
Parkside Financial Bank & Trust
Missouri
$170K -$5.92K -132 -3%
RMC
1170
Resources Management Corp
Connecticut
$167K – – –
CT
1171
Colonial Trust
South Carolina
$166K -$42.5K -948 -21%
WSCM
1172
Wellington Shields Capital Management
New York
$165K -$12.7K -283 -7%
AF
1173
Advisornet Financial
Minnesota
$155K +$2.33K +52 +2%
PWPS
1174
Pinnacle Wealth Planning Services
Ohio
$155K +$21.1K +471 +16%
FMTCOCP
1175
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$155K – – –