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Name Holding Trade Value Shares
Change
Change in
Stake
EB
901
Eastern Bank
Massachusetts
$362K -$45.7K -250 -11%
SWP
902
Significant Wealth Partners
Illinois
$362K -$424K -2,318 -54%
SMA
903
Sage Mountain Advisors
Georgia
$362K +$19.6K +107 +6%
AWM
904
Accurate Wealth Management
Florida
$361K +$18.6K +102 +6%
PBC
905
Pavion Blue Capital
California
$355K
PA
906
Pinnacle Associates
New York
$355K +$4.94K +27 +1%
MYIA
907
Mount Yale Investment Advisors
Colorado
$354K +$355K +1,943 New
TIA
908
Traphagen Investment Advisors
New Jersey
$352K +$1.1K +6 +0.3%
RC
909
Rovin Capital
Arizona
$351K +$12.6K +69 +4%
VAS
910
Vestmark Advisory Solutions
Massachusetts
$350K +$352K +1,924 New
EM
911
Excalibur Management
Massachusetts
$349K +$3.66K +20 +1%
FNBTCON
912
First National Bank & Trust Co of Newtown
Pennsylvania
$349K
CWS
913
Confluence Wealth Services
Pennsylvania
$344K -$59K -323 -15%
PA
914
Profund Advisors
Maryland
$341K -$3.29K -18 -1%
HCM
915
Hall Capital Management
Rhode Island
$341K
PWP
916
Principle Wealth Partners
Connecticut
$340K
WAS
917
Wesleyan Assurance Society
United Kingdom
$340K +$342K +1,870 New
APP
918
Avantax Planning Partners
Iowa
$340K +$5.12K +28 +2%
SF
919
Summit Financial
New Jersey
$339K +$12.6K +69 +4%
PWG
920
Portside Wealth Group
Utah
$337K -$32.9K -180 -9%
SCA
921
Sippican Capital Advisors
Massachusetts
$337K
AP
922
Advisortrust Partners
North Carolina
$336K +$338K +1,847 New
AA
923
Armis Advisers
Georgia
$333K +$51K +279 +21%
RWA
924
Rooted Wealth Advisors
Illinois
$332K +$11K +60 +4%
CC
925
Courier Capital
New York
$331K