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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
726
TCV Trust & Wealth Management
Virginia
$246K
FWM
727
Frontier Wealth Management
Missouri
$246K +$444 +3 +0.2%
VAS
728
Vestmark Advisory Solutions
Massachusetts
$246K +$4.29K +29 +2%
WT
729
Whittier Trust
California
$244K
Luther King Capital Management (LKCM)
730
Luther King Capital Management (LKCM)
Texas
$244K +$237K +1,600 New
MA
731
Montag & Associates
Georgia
$240K -$74K -500 -24%
AIM
732
Aigen Investment Management
New York
$238K +$231K +1,560 New
CG
733
Colony Group
Massachusetts
$237K -$13.5K -91 -6%
FNBTCON
734
First National Bank & Trust Co of Newtown
Pennsylvania
$237K -$5.18K -35 -2%
CT
735
Coastline Trust
Rhode Island
$236K
CFGS
736
Concourse Financial Group Securities
Alabama
$236K +$22.2K +150 +11%
KWM
737
Kingsview Wealth Management
Oregon
$235K -$888 -6 -0.4%
NFG
738
Northeast Financial Group
Pennsylvania
$232K +$226K +1,525 New
FC
739
Financial Consulate
Maryland
$232K +$592 +4 +0.3%
BMC
740
Beaton Management Company
Massachusetts
$230K
SFWC
741
Strategic Family Wealth Counselors
New Jersey
$229K +$888 +6 +0.4%
LRPA
742
L. Roy Papp & Associates
Arizona
$228K
PBC
743
Pavion Blue Capital
California
$228K
SWM
744
SVA Wealth Management
Wisconsin
$228K
MCM
745
McRae Capital Management
New Jersey
$228K +$222K +1,500 New
STC
746
Sarah T. Connolly
$228K +$222K +1,500 New
CFA
747
Carroll Financial Associates
North Carolina
$226K
EF
748
Empirical Finance
Pennsylvania
$226K +$219K +1,483 New
QP
749
Quilter Plc
United Kingdom
$225K +$1.48K +10 +0.7%
JWA
750
JFS Wealth Advisors
Pennsylvania
$225K +$14.5K +98 +7%