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Name Holding Trade Value Shares
Change
Change in
Stake
WP
901
WMS Partners
Maryland
$331K -$2.69K -15 -0.8%
PBC
902
Pavion Blue Capital
California
$331K – – –
HIG
903
Heritage Investment Group
Florida
$328K – – –
MWA
904
MN Wealth Advisors
Kansas
$327K +$1.08K +6 +0.3%
FNBTCON
905
First National Bank & Trust Co of Newtown
Pennsylvania
$324K – – –
FRA
906
Frank Rimerman Advisors
California
$323K +$6.63K +37 +2%
GD
907
Grandfield & Dodd
New York
$321K – – –
Profund Advisors
908
Profund Advisors
Maryland
$321K -$62.2K -347 -15%
Prime Capital Investment Advisors
909
Prime Capital Investment Advisors
Kansas
$320K -$74.2K -414 -18%
BWS
910
Broadway Wealth Solutions
Texas
$320K +$338K +1,887 New
Spire Wealth Management
911
Spire Wealth Management
Virginia
$319K +$118K +656 +53%
Nicholas Hoffman & Company
912
Nicholas Hoffman & Company
Georgia
$319K -$32.6K -182 -9%
SB
913
Simmons Bank
Arkansas
$318K -$4.48K -25 -1%
HCM
914
Hall Capital Management
Rhode Island
$318K +$336K +1,875 New
PWP
915
Principle Wealth Partners
Connecticut
$317K – – –
APA
916
Astoria Portfolio Advisors
New York
$316K -$13.6K -76 -4%
SWM
917
Silverlake Wealth Management
Vermont
$316K +$179 +1 +0.1%
Cary Street Partners
918
Cary Street Partners
Virginia
$314K +$332K +1,853 New
SCA
919
Sippican Capital Advisors
Massachusetts
$313K – – –
ARMT
920
Amica Retiree Medical Trust
Rhode Island
$313K -$28.9K -161 -8%
CT
921
Caldwell Trust
Florida
$313K -$35.9K -200 -10%
CFG
922
Certior Financial Group
Pennsylvania
$313K +$331K +1,846 New
Level Four Advisory Services
923
Level Four Advisory Services
Texas
$312K -$148K -828 -31%
BAM
924
BTS Asset Management
Massachusetts
$310K +$137K +763 +71%
SWP
925
Strategic Wealth Partners
Ohio
$310K -$4.45M -24,811 -93%