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Name Holding Trade Value Shares
Change
Change in
Stake
ESB
1076
Essex Savings Bank
Connecticut
$371K +$396K +6,298 New
GWM
1077
Greenwich Wealth Management
Connecticut
$370K -$15.6K -248 -4%
CWG
1078
Cornerstone Wealth Group
North Carolina
$369K -$53.8K -857 -12%
JEST
1079
JTC Employer Solutions Trustee
Jersey
$369K -$754 -12 -0.2%
AC
1080
ASB Consultores
Florida
$367K +$392K +6,234 New
FHC
1081
First Heartland Consultants
Missouri
$365K +$27.3M +434,481 +7,482%
CA
1082
Claro Advisors
Massachusetts
$364K -$34.3K -546 -8%
OBWG
1083
Onyx Bridge Wealth Group
New York
$364K +$4.78K +76 +1%
TCI Wealth Advisors
1084
TCI Wealth Advisors
Arizona
$363K -$36.3K -578 -9%
Bridgewater Associates
1085
Bridgewater Associates
Connecticut
$363K +$387K +6,160 New
Arkadios Wealth Advisors
1086
Arkadios Wealth Advisors
Georgia
$362K +$43.5K +692 +13%
PGA
1087
Portland Global Advisors
Maine
$361K -$6.28K -100 -2%
PTP
1088
Platform Technology Partners
New York
$360K -$2.51K -40 -0.6%
SFS
1089
Strategic Financial Services
New York
$360K +$10.5K +167 +3%
GM
1090
GeoWealth Management
Illinois
$359K -$21.4K -340 -5%
EM
1091
Excalibur Management
Massachusetts
$358K -$1.82K -29 -0.5%
Fayez Sarofim & Co
1092
Fayez Sarofim & Co
Texas
$358K +$114K +1,811 +42%
Crawford Investment Counsel
1093
Crawford Investment Counsel
Georgia
$356K -$126K -2,010 -25%
Tiedemann Advisors
1094
Tiedemann Advisors
New York
$356K +$27K +430 +8%
BMA
1095
Brooks Moore & Associates
Tennessee
$355K -$3.77K -60 -1%
Avantax Planning Partners
1096
Avantax Planning Partners
Iowa
$354K +$11.5K +183 +3%
OR
1097
Olympiad Research
Connecticut
$354K +$378K +6,017 New
AIM
1098
Allen Investment Management
New York
$354K +$378K +6,019 New
VWA
1099
VERITY Wealth Advisors
United States
$353K – – –
FWSM
1100
First Wilshire Securities Management
California
$353K +$39.4K +627 +12%