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