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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Connecticut Wealth Management
Connecticut
$307K +$312K +1,391 New
CI
902
Conning Inc
Connecticut
$306K -$28.7K -128 -8%
YWP
903
YorkBridge Wealth Partners
New York
$306K
SFO
904
Stokes Family Office
Louisiana
$306K +$25.8K +115 +9%
VDI
905
Vaughan David Investments
Illinois
$305K
LWM
906
Laidlaw Wealth Management
New York
$300K +$305K +1,360 New
CIA
907
Choate Investment Advisors
Massachusetts
$300K +$305K +1,361 New
TCM
908
Teza Capital Management
Illinois
$299K -$1.31M -5,835 -81%
DWP
909
Destiny Wealth Partners
Florida
$299K +$78.9K +352 +35%
MA
910
MUFG Americas
New York
$298K -$48.2K -215 -14%
KIG
911
Kowal Investment Group
Wisconsin
$297K +$60.7K +271 +25%
CPIG
912
Chicago Partners Investment Group
Illinois
$296K +$5.16K +23 +2%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$296K +$6.72K +30 +2%
VWM
914
Valley Wealth Managers
New Jersey
$295K -$896 -4 -0.3%
MJRIC
915
Mogy Joel R Investment Counsel
California
$294K
BWM
916
BCGM Wealth Management
Indiana
$294K +$1.34K +6 +0.5%
CG
917
Colony Group
Massachusetts
$293K
RWA
918
River Wealth Advisors
Pennsylvania
$293K
KCM
919
Kornitzer Capital Management
Kansas
$290K
BFA
920
Beaumont Financial Advisors
Massachusetts
$289K
AOWM
921
Alpha Omega Wealth Management
Virginia
$289K +$16.8K +75 +6%
P
922
Pitcairn
Pennsylvania
$288K -$7.17K -32 -2%
GIA
923
Gladstone Institutional Advisory
Florida
$287K -$31.6K -141 -10%
ET
924
Equitable Trust
Tennessee
$287K
HBT
925
Hills Bank & Trust
Iowa
$284K -$7.4K -33 -2%