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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1201
Consultiva Wealth Management
Puerto Rico
$190K -$14.1K -200 -8%
BCWM
1202
Bartlett & Co Wealth Management
Ohio
$188K -$51.7K -733 -24%
CFB
1203
Cullen/Frost Bankers
Texas
$183K +$16K +227 +11%
TFGT
1204
TS Financial Group (TSFG)
Illinois
$182K +$8.46K +120 +6%
SPF
1205
South Plains Financial
Texas
$179K +$60.3K +855 +64%
RBC
1206
Roble Belko & Company
Pennsylvania
$172K
TF
1207
Tompkins Financial
New York
$171K
SWM
1208
Spire Wealth Management
Virginia
$171K -$6.98K -99 -5%
EDRH
1209
Edmond de Rothschild Holding
Switzerland
$163K +$141K +2,000 New
CSPIA
1210
Cary Street Partners Investment Advisory
Virginia
$162K +$26.7K +379 +23%
MEG
1211
Millstone Evans Group
Colorado
$157K
SWA
1212
SOA Wealth Advisors
New York
$156K
PMFA
1213
Plante Moran Financial Advisors
Michigan
$153K
NEWAS
1214
N.E.W. Advisory Services
Wisconsin
$144K -$2.61K -37 -2%
MWPCG
1215
Measured Wealth Private Client Group
New Hampshire
$142K -$49.3K -699 -29%
GWP
1216
Gen-Wealth Partners
Michigan
$138K -$3.03K -43 -2%
HWA
1217
HHM Wealth Advisors
Tennessee
$132K
LIA
1218
Limestone Investment Advisors
New York
$131K -$754K -10,690 -87%
PWMG
1219
Prestige Wealth Management Group
New Jersey
$130K
NFSG
1220
Newbridge Financial Services Group
Florida
$128K -$20.1K -285 -15%
LWCFA
1221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K -$30.3K -430 -23%
IIM
1222
IFC & Insurance Marketing
California
$126K +$109K +1,553 New
NS
1223
NBC Securities
Alabama
$123K -$3.38K -48 -3%
WIM
1224
Westside Investment Management
California
$122K
NRG
1225
Nemes Rush Group
Michigan
$120K +$24.8K +352 +31%