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First Merchants
FRME

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$3.5K +$1.5K +37 +86%
BIA
277
Bell Investment Advisors
California
$2.8K +$487 +12 +23%
CFO
278
CVA Family Office
Colorado
$2.36K -$1.18K -29 -35%
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$2.14K – – –
KFA
280
Kelleher Financial Advisors
New York
$2.01K +$1.87K +46 New
TCM
281
TD Capital Management
Tennessee
$1.91K +$41 +1 +2%
PWMG
282
Private Wealth Management Group
New Jersey
$1.88K – – –
PWA
283
Physician Wealth Advisors
Utah
$1.83K -$569 -14 -25%
WA
284
WPG Advisers
Maryland
$1.62K – – –
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.49K – – –
RWM
286
Rialto Wealth Management
New York
$1.44K +$487 +12 +57%
CA
287
Clearstead Advisors
Ohio
$1.36K +$1.26K +31 New
CAL
288
Capital Advisors Ltd
Ohio
$1K – – –
CCMI
289
Creative Capital Management Investments
California
$961 +$893 +22 New
KFAS
290
Keating Financial Advisory Services
Kansas
$786 +$41 +1 +6%
HNB
291
Huntington National Bank
Ohio
$743 – – –
RWS
292
Retirement Wealth Solutions
Wisconsin
$743 – – –
CA
293
CoreCap Advisors
Michigan
$699 +$650 +16 New
CFM
294
Cornerstone Financial Management
Massachusetts
$568 +$528 +13 New
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$525 – – –
TC
296
Trust Company
Kansas
$524 – – –
BHWM
297
Bay Harbor Wealth Management
Maryland
$524 +$81 +2 +20%
SWM
298
SHP Wealth Management
Massachusetts
$481 +$447 +11 New
HIA
299
HFM Investment Advisors
New Jersey
$350 +$122 +3 +60%
SS
300
SBI Securities
Japan
$262 – – –
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